The average per-order commission increased from 9.6% in 2019 to 24.6% in 2023, with 30% restaurants seeking lower commissions
According to JM Financial, Blinkit's net order value (NOV) growth is likely to slow to around 13 per cent Q-o-Q in Q3FY26, compared with 25 per cent and 27 per cent growth in Q1 & Q2, respectively.
With today's 5% fall, the market price of Eternal has corrected 23% from its 52-week high level of ₹368.40 touched on October 16, 2025
Aam Aadmi Party (AAP) leader Raghav Chadha on Friday demanded the termination of 10-minute delivery services offered by quick commerce players, terming the practice as "cruelty" towards gig workers who risk their lives to meet deadlines under extreme pressure. Raising the issue during the Zero Hour in the Rajya Sabha, Chadha said delivery personnel are not robots, but individuals who are someone's father, husband, brother or son. "I want to tell you that these people are not robots. They are also someone's father, husband, brother, or son. The House should think about them. And the cruelty of this 10-minute delivery should end," he said. The AAP leader said while consumers hope their food reaches them in 10 minutes, the House should also think about the welfare of gig workers. Chadha described delivery personnel working for platforms like Zomato, Swiggy, Blinkit, Zepto, ride-hailing services such as Ola and Uber, and home service providers as the "invisible wheels of the Indian ...
Blinkit has rolled out a new feature that lets users add items after ordering while it is still being packed, without extra delivery charges, said CEO Albinder Dhindsa
Bolt now accounts for a tenth of Swiggy's orders, with higher stickiness and wider restaurant onboarding
The brokerage believes that TFS' ability to secure and renew airport concessions, combined with rising per-passenger spending, will support consistent growth across its QSR and lounge businesses.
This move may end almost 10 years of disputes, during which restaurants accused food delivery apps of masking customer data
Bernstein set a target price (TP) of ₹570 for Swiggy and ₹390 for Eternal, calling both companies the best placed to capture value in a competitive but fast-expanding digital consumption landscape.
After a brief period of calm & improving profitability, both Eternal (Zomato) & Swiggy appear set for another showdown, reminiscent of the fiery land-grab phase that began in late 2024, analysts said.
Swiggy's food delivery (FD) arm continued its solid performance in the September quarter (Q2FY26), driven by sustained order growth and operational efficiency.
Zepto logs record 2 million daily orders, 40% higher than top rival
As India revels in the spirit of the festive season, food delivery platforms Swiggy and magicpin have reported a massive surge in orders, highlighting how culinary cravings are now central to the country's celebrations. Anshoo Sharma, CEO & Co-founder of magicpin, India's third-largest food delivery platform, told PTI the platform is gearing up for even higher volumes as Diwali approaches. "We expect to double last year's numbers on food delivery." Sidharth Bhakoo, Chief Business Officer of Swiggy's Food Marketplace, said. Bhakoo shared that cities like Mumbai, Bengaluru, and Kolkata led the indulgence, while emerging hubs like Surat, Thiruvananthapuram, and Vadodara joined in with equal enthusiasm. According to Bhakoo, choco lava cakes topped dessert orders across metros, while Kolkata's long-standing love for biryani remained intact. "The data reflects one clear trend -- food delivery has become the heart of how India celebrates together," he added. Echoing similar sentiments,
Hyperlocal startup MagicPin on Sunday said it aims to onboard half a million students and corporate customers for its food delivery vertical Inner Circle by December. The newly launched service has achieved enrollment of over 1.5 lakh customers during the first month of its rollout in September. Currently, students from more than 3,000 colleges and users from over 500 corporates across Delhi-NCR, Mumbai, Bengaluru, Hyderabad, Pune, and Kolkata are enrolled in the Inner Circle platform. The early adoption numbers suggest strong resonance with our core audience, particularly Gen Z students and young working professionals seeking value-driven experiences, Magicpin stated. Anshoo Sharma, CEO and founder, Magicpin, said, "Programmes like Inner Circle create a balance of affordability and access. We aim to reach half a million students and corporate customers by the year-end. The overwhelming response in just one month is proof that the programme addresses a real need in the market". To
On the bourses, Eternal shares have advanced 4 per cent over the past five sessions, 9 per cent in the last month, and a little over 28 per cent in the past three months.
The brokerage now values Swiggy at ₹560, capturing the inflection in food delivery growth and the path to improved economics in Instamart.
Ride-hailing firm Rapido debuts its Ownly app in Bengaluru, challenging Swiggy and Zomato with a zero-commission model for restaurants
The customers can access offering by searching for "Office" or "Work" to find a collection of nearly 700,000 food items from across 200,000 restaurants live on platform, company said in a statement
Blinkit's net order value surpasses Zomato for the first time
Blinkit plans to adopt an inventory ownership model in the next two to three quarters, aiming to improve margins and expand its product assortment, as revealed in its Q1 FY26 results