Swiggy's net order value rose 60.3% to 5,675 crore, but it continues to underperform compared to Eternal, with 23 buy calls and a hold recommendation from Anand Rathi, targeting a price of 310. Analysts note that Swiggy's Instamart has yet to turn profitable, which contributes to its challenges in the competitive landscape.

Anand Rathi has a Hold call on Swiggy with a target price of Rs 310, implying an upside potential of nearly 26% from the stock's previous closing price.

Swiggy's quick commerce platform Instamart has strengthened its leadership team with the appointment of Gautam Swaroop as Chief Business Officer, who brings 20 years of experience, including a previous role as OYO's international CEO.

Swiggy is balancing rapid expansion with improving contribution margins but is under pressure from Amazon's competitive strategies, which may delay profitability timelines in the quick commerce sector.

Swiggy, along with other platform aggregators, has moved the Karnataka High Court challenging the constitutional validity of the Karnataka Platform-Based Gig Workers Social Security and Welfare Act, 2025, arguing that it is inconsistent with the Central legislation and infringes fundamental rights.

Swiggy experienced a 46% growth in gross order value in 2025, with a doubling of its food delivery EBITDA, although this was offset by increased investments in quick commerce.

Swiggy's valuation has dropped approximately 47% from its recent peak in September, as it faces intensified competition from Amazon and Flipkart in the rapid delivery sector, resulting in a significant selloff.

Swiggy has shared data indicating a rise in night-time orders, particularly during the FIFA World Cup, highlighting a shift in consumer behavior towards late-night food delivery.