Swiggy Ka Big Decision: Snacc Band, Ab Sirf Profit Par Dhyan!

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AuthorAarav Shah|Published at:
Swiggy Ka Big Decision: Snacc Band, Ab Sirf Profit Par Dhyan!
Overview

Arre yaar, Swiggy ne apna naya 15-minute delivery wala experiment, Snacc, band kar diya hai. Launch ke kuch hi time baad, company ko isko scale karne aur paisa banane mein dikkat aa rahi thi. Ab focus seedha company ke main kaam aur profit banane par rahega, kyunki inke net losses **33%** badh kar **₹1,065 crore** ho gaye hain.

Swiggy Ka Big Move: Snacc Ko Alvida!

So, Swiggy ne finally apna 15-minute delivery wala experiment, Snacc, officially band kar diya hai. Yaar, January 2025 mein shuru kiya tha ye wala app jismein ghar jaisa khana milta tha, but company ne bola ki isko bade level par le jaana aur financially sustainable banana mushkil ho raha hai. Ab company apna time aur paisa un cheezon par lagayegi jismein zyada future hai. Snacc ke employees ko dusre departments mein shift kiya jayega, support ke saath. Ye pehli baar nahi hai, pehle bhi Pyng aur Toing jaise experiments band ho chuke hain, isse lagta hai Swiggy ab apne core business par zyada dhyaan dega.

Paisa Paisa Paisa: Numbers Kya Kehte Hain?

Ye decision aise hi nahi liya gaya. Swiggy ke financials par pressure badh raha hai. Q3 FY26 mein, inka net loss 33% badh kar ₹1,065 crore ho gaya. Haan, revenue bhi 54% badh kar ₹6,148 crore ho gaya, but losses control mein nahi aa rahe. Quick commerce wala segment, Instamart, bhi pichhad raha hai; losses 50% badh kar ₹791 crore ho gaye, jabki revenue 76% badh kar ₹1,016 crore hua. Jo naye ventures waala segment tha na, woh toh revenue mein 59% gir gaya aur losses ₹40 crore ho gaye. Matlab, bade experiments mehenga pad raha hai.

Competition Ka Maidan-E-Jang

Aas paas dekho toh competition bhi bhaari hai. Zepto ne pichhle hi hafte $450 million raise kiye hain aur unki valuation $7 billion ho gayi hai. Blinkit, jise Zomato ne khareeda hai, usme Zomato ne ₹2,300 crore daal diye. Quick commerce market mein Zepto ka share lagbhag 29% hai, Blinkit ka 46-47%, aur Swiggy Instamart ka 26%. Ye market bahut tezi se badh raha hai par paisa bhi bahut lagta hai. Is situation mein Swiggy ka ye move dikhata hai ki woh apne main segments ko aur strong karna chahta hai.

Analysts Kya Soch Rahe Hain?

Badhti losses ki wajah se analysts bhi thoda chintit hain. CLSA ne rating ko 'Hold' kar diya hai aur target price kam karke ₹335 kar diya. Morgan Stanley ne bhi target ko ₹375 kar diya, kyunki unko lagta hai ki quick commerce mein profit kamana mushkil hoga. Nomura ne 'Buy' rating rakhi hai aur target ₹546 diya hai, but overall sentiment mixed hai. Swiggy ka share price iss saal ab tak 16.5% gir chuka hai aur January 30, 2026 ko earnings report ke baad toh 8% bhi gira tha.

Future Ki Taiyari: Kaisi Hai Paiso Ki Halat?

Apne financials ko strong karne ke liye Swiggy ne haal hi mein ₹10,000 crore QIP se raise kiye hain. Upar se, woh Rapido mein apni 12% stake bech kar ₹2,400 crore aur kamaane wale hain. Iske baad unke paas lagbhag ₹17,000 crore cash ho sakta hai. Iske alawa, Swiggy Instamart ko ek alag subsidiary mein shift kar rahe hain taaki uspar zyada focus ho sake. Ye saare moves dikha rahe hain ki Swiggy ab losses kam karke profitable growth par poora zor laga raha hai.

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