Budget 2026: Urban India Ko Milega Boost, Food Delivery Ka Scene Kaise Hoga?
Yaar, Budget 2026 mein infrastructure aur urbanization par full focus hai. Iska seedha fayda Swiggy aur uske competitors ko hone wala hai. Budget mein 'City Economic Regions' ka plan hai, jisse shehron mein development aur badhegi. Aur tax relief ki wajah se logon ke paas kharch karne ke liye zyada paisa aayega, toh food delivery ki demand toh pakka badhegi!
Swiggy Ka Revenue Badha, Par Loss Bhi Chadh Gaya!
Dekho, Q3 FY26 mein Swiggy ka revenue toh 54% badh kar ₹6,148 crore ho gaya hai. Lekin, dukh ki baat yeh hai ki company ka consolidated loss bhi 33.2% badh kar ₹1,065 crore ho gaya. Yeh losses badhne ka reason hai badhti advertising aur sales promotion expenses, jo 47.5% badh gaye hain. Aur haan, Instamart (quick commerce) mein bhi company ne kaafi invest kiya hai, jahan 76% revenue growth dikhi hai, par overall profitability par pressure aa raha hai.
SME Aur Platform Workers Ko Support
Budget mein SMEs (Small and Medium Enterprises) ke liye ₹10,000 crore ka fund launch kiya gaya hai. Isse cloud kitchens aur chote food businesses ko help milegi, jo food delivery ecosystem ka main part hain. Plus, gig workers ke liye bhi achhi khabar hai, unhe formal recognition aur health coverage milne wali hai. Ek report ke mutabik, platform par job karne wale 1 person ki wajah se economy mein 2.7 aur jobs create hoti hain. Swiggy ke delivery partners ne pichhle saal ₹5,500 crore se zyada kamaye hain, jo batata hai ki platform economy kitne logon ko rozgar de rahi hai.
Zomato Mein Leadership Change
Udhar, competitor Zomato mein bhi bade changes hue hain. Founder Deepinder Goyal ab Vice Chairman ban gaye hain, aur Albinder Dhindsa naye Group CEO bane hain. Yeh sab dikhata hai ki market kitni competitive hai aur companies apni strategy par focus kar rahi hain.
Aage Kya?
Swiggy ka valuation $12.7 billion ke aas-paas hai, iske liye investors chahte hain ki company profit dikhaye. Budget se growth ka scene toh achha hai, lekin Swiggy ko apne kharche control karne honge aur profitable growth par zyada dhyan dena hoga. Stock market mein bhi STT hike ko lekar thoda reaction aaya tha, toh regulatory changes bhi important hain. Overall, industry mein competition tez hai aur companies ko smart chalna hoga!