Forever versus Swiggy: Different strategies, close targets

In the sophisticated rapid scene for online food delivery, fast trade, and “exit” category, the parent company of Zomato, Eternal offers clear signs of market leadership-at least on the financial results board. The fourth profitable company published respectively in a row, with the closing of the fiscal year 25 with a net profit of 537 rupees. On the contrary, Swiggy is still a red bow competitor, as a modified loss of 3,117 rupees for the same period.

Although it was published 40 % in revenue, from 11,634 rupees in the fiscal year 24 to 16333 rupees in the 25th fiscal year, Swigji is still declining due to its aggressive bets on rapid trade. High spending on the expansion of the dark store, customer acquisition, and marketing greatly added its losses.

Blinkit, the fast trade arm in Zomato, has also reported an increase in losses in the fourth quarter, due to the expansion of the store. However, the company confirmed that this was part of the calculated growth batch. “We have added 294 new stores in Q4fy25, making it the highest store ever in one quarter,” said Albnder Dhinsa, CEO of Blinkit.

Meanwhile, Swiggy Instartart added 498 stores throughout the entire fiscal year, with nearly half of its network less than a year. According to the company, the average age of these stores is less than four months, which leads to highly exploitable costs. The incentives of the high customers and expansion in new geographical areas raised more tense the end result.

To expand the scope of its unpopular shows, Instamart also invested in 44 ‘Megapods’n-Dark Poor Poisoning stores full of materials that support a wide range of products, including high-marginal SKU. This megapods, as the company claims, offers higher arrangement values ​​(AOVS) and plays a major role in expanding the product assortment on the platform.

While the delivery of food is still the main revenue engine for Zomato and Swiggy, the gap between the contribution of revenue in Zomato and Blinkit. On the other hand, Swiggy’s dependence on basic food delivery work continues, as Instaart has not reached a meaningful range or efficiency.

Adding the pressure on Swiggy increases the intensification of competition in the fast trade of Zepto, Flipkart Motor and Bigbasket. The launch of the last Swiggy of “Bolt”, which is a 10 -minute food delivery service, aims to face Zomato’s previous Zomato experience, which has been closed since then due to operational challenges.

With the weakness of the two companies in rapid trade, the battle is not only related to those who deliver faster, but whoever gets profitability first.