Quick commerce firms expect margin improvement in Q2 — Blinkit, Swiggy in focus
Analysts see improved margins for quick commerce names like Blinkit (via Eternal) and Swiggy in Q2 after steep losses in prior quarters. Blinkit’s core losses may narrow from ₹162 crore in Q1 to ~₹100 crore in Q2. Meanwhile, Swiggy’s Instamart is projected to reduce its adjusted EBITDA loss margin from 15.8% to between 12.7%–13.8%. The expected recovery stems from better scale, more efficient fulfillment routes and moderating discount intensity. Investors will watch actual margin delivery, cost discipline and GMV growth trends across the sector.
positive
1 day ago
Quick commerce firms expect margin improvement in Q2 — Blinkit, Swiggy in focus
Analysts see improved margins for quick commerce names like Blinkit (via Eternal) and Swiggy in Q2 after steep losses in prior quarters. Blinkit’s core losses may narrow from ₹162 crore in Q1 to ~₹100 crore in Q2. Meanwhile, Swiggy’s Instamart is projected to reduce its adjusted EBITDA loss margin from 15.8% to between 12.7%–13.8%. The expected recovery stems from better scale, more efficient fulfillment routes and moderating discount intensity. Investors will watch actual margin delivery, cost discipline and GMV growth trends across the sector.
positive
Quick commerce firms expect margin improvement in Q2 — Blinkit, Swiggy in focus
1 day ago
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Margins for Blinkit and Swiggy are expected to improve in Q2 from prior steep losses, driven by scaling and cost discipline.
Analysts see improved margins for quick commerce names like Blinkit (via Eternal) and Swiggy in Q2 after steep losses in prior quarters. Blinkit’s core losses may narrow from ₹162 crore in Q1 to ~₹100 crore in Q2. Meanwhile, Swiggy’s Instamart is projected to reduce its adjusted EBITDA loss margin from 15.8% to between 12.7%–13.8%. The expected recovery stems from better scale, more efficient fulfillment routes and moderating discount intensity. Investors will watch actual margin delivery, cost discipline and GMV growth trends across the sector.
Analysts see improved margins for quick commerce names like Blinkit (via Eternal) and Swiggy in Q2 after steep losses in prior quarters. Blinkit’s core losses may narrow from ₹162 crore in Q1 to ~₹100 crore in Q2. Meanwhile, Swiggy’s Instamart is projected to reduce its adjusted EBITDA loss margin from 15.8% to between 12.7%–13.8%. The expected recovery stems from better scale, more efficient fulfillment routes and moderating discount intensity. Investors will watch actual margin delivery, cost discipline and GMV growth trends across the sector.