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Swiggy’s Instamart Profitability Improves, Stores to Expand

  • Swiggy plans to open 75 Instamart stores in current quarter
  • Ad income, higher order frequency drive recovery
  • Loss narrows; revenue tops analysts' expectations

July 30 (Reuters) - India's Swiggy said ‌on Thursday its quarterly loss narrowed and a key profitability metric at its quick-delivery platform Instamart improved, while it plans to add more distribution hubs to drive growth.

The food delivery service ​provider said its consolidated net loss narrowed to 7.91 billion rupees ($82.67 ​million) for the first quarter ended June 30, while revenue rose to 68.12 ⁠billion rupees.

Analysts had expected a loss of 7.2 billion rupees and revenue ​of 65.21 billion rupees, according to data from LSEG.

Instamart, which delivers everything from ​eggs to smartphones within minutes, posted a contribution margin - revenue remaining after variable costs - of negative 0.2% of gross order value, improving from negative 1.8% in the previous quarter.

Gross order value is the ​total value of goods sold through the platform before discounts.

The improvement comes ​as India's quick delivery apps race to expand their networks and cut delivery times, with Swiggy ‌competing ⁠against Eternal's Blinkit, Zepto and Tata-backed BigBasket.

Swiggy said higher advertisement income, customers returning more often and a wider range of goods at its dark stores, or distribution hubs dedicated to online orders, led the improvement.

"In the last 4 quarters, ​we have taken ​a ... choice in ⁠terms of choosing contribution over growth (for Instamart)," Sriharsha Majety, group CEO and co-founder at Swiggy, said on an earnings call.

The ​company also expects contribution margin to remain in the 0% ​to negative ⁠1% range over the next couple of quarters. It plans to opens 75 new Instamart stores across the country in the September quarter.

Instamart currently has 1,171 stores ⁠across ​131 cities.

The Indian food delivery sector, meanwhile, has ​been resilient despite some consumers cutting back spending, according to analysts.

($1 = 95.6800 Indian rupees)

Reporting by Saikeerthi and ​Urvi Dugar in Bengaluru and Praveen Paramasivam in Chennai; Editing by Eileen Soreng

Source: Reuters


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