Aarya Manoharan’s Post

WHY SWIGGY HYPE BEFORE IPO. Let's understand the stats and market situation. Swiggy vs Zomato: A Valuation Conundrum:- As investors flock to Swiggy, acquiring approximately 2 lakh shares, we must examine the food delivery giant's valuation prospects. With a revenue of ₹11,200 cr (approx) and a market share of 45%, Swiggy trails Zomato's ₹12,000 cr (approx) revenue and 55% market share. Statistics:- | Parameter | Zomato | Swiggy | | Revenue | ₹12,000 cr | ₹11,200 cr | | Market Share | 55% | 45% | | Average Active Users | 23.5M | 14-16M | | Gross Merch Value | ₹47,918 cr | ₹35,000 cr | Valuation Concerns:- Swiggy's estimated IPO valuation stands at $15M, significantly lower than Zomato's $30M (up from $19M in March 2024). To match Zomato's market capitalization, Swiggy requires a substantial growth surge. Growth Challenges:- 1. Slower growth: Swiggy's CAGR (15.5%) lags Zomato's (23%). 2. Profitability: Zomato has achieved profitability, while Swiggy remains loss-making. 3. Quick Commerce: Swiggy's Instamart holds only 20-25% market share, compared to Zomato's Blinkit (40-45%). Quick Commerce: A Game-Changer:- Zomato's Blinkit has captured a significant market share, driving the company's valuation rally (55% in 6 months). The quick commerce segment's Enterprise Value surpasses the food delivery segment. Conclusion:- While Swiggy's valuation may increase post-IPO, its growth challenges and profitability concerns raise questions. Can Swiggy match Zomato's valuation? The odds are against it, unless Swiggy addresses its growth and profitability issues. Investor Takeaway:- Exercise caution when investing in Swiggy's IPO. Consider the company's growth challenges and valuation concerns. Revenue Growth CAGR:- Zomato: 23% Swiggy: 15.5% Market Share:- Zomato: 55% Swiggy: 45% Gross Merch Value:- Zomato: ₹47,918 cr Swiggy: ₹35,000 cr Also, please note that this post is for informational purposes only and should not be considered investment advice. #swiggy #ipomarket #ipo #preipo #zomato #fooddelivery #valuation #finance #analysis

Quote unquote on Swiggy's highly anticipated IPO debut. Bloomberg ran a story on it and asked me my opinion. The massive oversubscription of Swiggy's IPO reflects strong investor interest. The listing defied broader market weakness, closing higher than its offer price which indicates promising prospects for India's rapid delivery space. Swiggy’s IPO is not just about capitalizing on market hype—it’s a defining moment for quick commerce players to prove that they can deliver both speed & profitability. However, the true test lies in balancing rapid expansion with financial sustainability. The next few quarters will reveal whether Swiggy can replicate Zomato’s post-IPO resilience or face new headwinds in a fiercely competitive market. India's quick commerce market is projected for explosive growth & Swiggy's success will be a bellwether for the entire industry. The story got covered across other media platforms as well. What are your thoughts on Swiggy’s IPO? Do you see it paving the way for other rapid delivery giants? Share your insights in comments! 👇 #SwiggyIPO #QuickCommerce #India #Investment #Growth #FutureofDelivery #Stratefixconsulting

🚀 Swiggy IPO vs Zomato: A Showdown in Food Delivery! 🍔🍕 As Swiggy gears up for its IPO, here’s how it stacks up against Zomato, the first mover in India’s food delivery market: 💰 Revenue: • Zomato: ₹12,500 Cr • Swiggy: ₹11,660 Cr 📦 Order Value: • Zomato: ₹48,300 Cr • Swiggy: ₹35,000 Cr 👥 Monthly Users: • Zomato: 18.4M • Swiggy: 12.7M 📈 Market Cap: • Zomato: ₹158,200 Cr • Swiggy: ₹104,200 Cr (tentative) 💼 EBITDA: • Zomato: ₹330 Cr (positive ✅) • Swiggy: -₹1,660 Cr (under pressure 🔧) ⭐ Key Takeaways: Swiggy’s IPO is highly anticipated, but it faces tough competition from Zomato, which leads in key metrics like revenue, order value, and user base. However, Swiggy’s solid revenue of ₹11,660 Cr shows it’s not far behind. The major challenge is profitability—while Zomato has a positive EBITDA, Swiggy is still working through ₹1,660 Cr in losses. Swiggy’s expansion into grocery and quick commerce (via Instamart) could be a game-changer for future growth, giving it long-term potential despite its current financial strain. For investors, this IPO represents a chance to tap into India’s fast-growing food and grocery delivery market, balancing short-term risks with long-term rewards. #SwiggyIPO #Zomato #FoodTech #IPO #Investing #Growth

Swiggy vs Zomato: The competition heats up! 🔥 As Swiggy eyes up to $12.7 billion dollar valuation for mega $1.4 billion-plus IPO, launch likely in early November, it’s trailing behind Zomato, which has hit its 5th consecutive profitable quarter with ₹253 crore profit in Q1FY25. Despite Swiggy’s 35% revenue growth, widening losses of ₹611 crore have the market watching closely. Can Swiggy turn the tide in it’s IPO launch? As Investors are particularly focused on Swiggy’s ability to break even before its upcoming IPO. Zomato, already publicly listed, has a market capitalization of nearly $30 billion, which is double Swiggy’s anticipated IPO valuation of around $13 billion. Analysts suggest that Swiggy’s listing success hinges on reversing its market share loss and improving profitability. Swiggy and Zomato’s rivalry has pushed both companies to innovate and expand their services aggressively. With Swiggy’s impending IPO and Zomato’s pursuit of profitability, the next phase of competition will likely focus on market consolidation, technological advancement, and financial sustainability. #zomato #deepindergoyal #swiggy #sriharshamajety #IPO

🚀 Swiggy's IPO opens tomorrow: Apply or Pass? 🚀 Swiggy’s long-awaited IPO has hit the market, stirring up interest and debate. With the total issue size at ₹11,300 crore and a valuation of $11 billion, there’s much to consider. Here’s a quick breakdown to help you decide if this is a tasty investment or one to approach with caution: 📊 Key Points to Know: 1. The Breakdown: ₹4,500 crore is a fresh issue, while the rest is an offer for sale. At ₹371-390 per share, it’s positioned to attract attention despite its valuation being half of Zomato’s. 2. Expansion Goals: Proceeds will fuel growth in Swiggy’s dark stores and Scootsy, its intercity delivery service in Mumbai, pointing to a push beyond traditional food delivery. 3. Investor Sentiment: Big names like BlackRock and SBI Mutual Fund are reportedly backing it, but opinions remain mixed due to Swiggy’s sustained losses. 💡 I’m not applying for listing gains, and this isn’t a recommendation or advice—just insights for a better view. #SwiggyIPO #MarketWatch #FoodTech #Investing

🌟 Swiggy IPO: A Game-Changer or Just Another Bite? 🍔📊 Swiggy is serving up its IPO, aiming to raise a whopping ₹11,327.43 crore! But is this the right time to invest in India’s digital delivery giant? Let’s break it down: Why Investors Are Hungry for Swiggy 🚀 Market Leader: Dominates food delivery & quick commerce with 112M+ monthly active users. 📈 Growth Trajectory: Revenue surged 36% in FY24, while losses shrank by 44%. 🌍 Booming Industry: India’s digital economy is thriving, with the quick commerce market projected to grow at 60%-80% CAGR by 2028.Challenges to Chew On ⚔️ Fierce Competition: Rivals like Zomato & Dunzo are strong. 💸 Profitability Concerns: Scaling is evident, but sustained profits remain elusive. Verdict Swiggy’s IPO offers a chance to invest in India’s evolving consumer tech ecosystem. If you’re a long-term investor with a high-risk appetite, this might be your golden ticket! 💡 Your Turn: Will Swiggy’s IPO satisfy your investment appetite? Let’s discuss! #SwiggyIPO #InvestmentOpportunities #DigitalIndia #IPOAnalysis #StockMarketInsights #SwiggyJourney #InvestmentStrategy

🍽Swiggy IPO: To Apply or Not?  Let's Look at the Numbers!🍽 As Swiggy opens its doors for public investment, there's a lot of buzz around how it stacks up against Zomato, its biggest competitor in the food delivery space.  Here's a side-by-side comparison of Swiggy and Zomato based on key metrics like Revenue, Net Profit, Gross Order Value, EPS, and more. 📊Key Insights: 1. Revenue: Swiggy is catching up, but Zomato still has a slight edge. 2. Profitability: Zomato has turned profitable, while Swiggy is still in the red. 3. Monthly Transaction Users: Zomato leads with 18.4 million users, surpassing Swiggy’s 12.7 million. 4. Restaurant Partners & City Presence: Zomato’s reach is broader, with more restaurant partners and cities covered. Tomorrow is the last day to apply for the IPO and the numbers as of Day 2 are - QIB - 0.28 NII - 0.13 Retail - 0.83 Employee - 1.14 Total - 0.35 💬Are you considering investing in Swiggy?  Comment below with your thoughts on this much-anticipated IPO! P.S.: This post is purely for informational purposes and is not a recommendation to apply. #SwiggyIPO #IPO #ZomatoVsSwiggy #StockMarket #Investment

To those buying Swiggy's shares before its IPO in unlisted market, this move by Zomato can be a shocker; here is why⬇️ Zomato has announced sudden plans to raise funds through the QIP route, along with moving up its result declaration by 2-2.5 weeks. The impact of these two moves could be as follows: 1. As Zomato raises funds through a QIP just ahead of Swiggy's expected IPO dates, institutional investors now have a choice between investing in Zomato's QIP or applying for the anchor book/institutional portion of Swiggy's IPO. With limited investable opportunities in the food delivery and quick commerce sectors for large funds, this optionality benefits investors and reduces the fundraiser's ability to charge a higher scarcity premium. 2. Swiggy has already shared its Q1 FY25 results in the DRHP uploaded on SEBI's website. But with Zomato, its biggest direct competitor, suddenly set to release Q2 FY25 results on October 22, 2025, just before the expected IPO dates, the pressure on IPO-bound Swiggy to share its Q2 results sooner (or perhaps before the IPO) mounts significantly. As a result of these two events, the planned IPO dates around Diwali may need to be adjusted, and Swiggy could be compelled to share its Q2 results before the IPO. In the worst-case scenario, they might also have to change the pricing of their shares and the amount they were aiming to raise. This could become a headache for many pre-IPO investors who believed everything was on track. But right now, the finance & accounts teams are surely having a tough time at both places. #zomato #swiggy #IPO #strategy #SEBI #stockmarket

Swiggy's IPO: A New Chapter in Indian Tech Industry! Swiggy, one of India's leading food and grocery delivery platforms, has officially launched its Initial Public Offering (IPO) on November 6, 2024. With a goal of raising ₹11,327 crore, this IPO marks a significant moment for both the company and the market. 💡 Key Highlights: Listing: Swiggy shares will be available on the BSE (Bombay Stock Exchange) and NSE (National Stock Exchange) starting November 13. Valuation Adjustment: To attract more investors, Swiggy revised its valuation from $15 billion to $11.3 billion. Market Sentiment: Initial response shows a modest grey market premium (GMP) of ₹15, indicating cautious optimism. 🌟 Despite fluctuating market conditions, big-name investors like Norges Bank and Fidelity have shown strong interest, signaling trust in Swiggy's growth potential. This IPO could reshape the landscape for tech companies in India and open doors for more investments in the quick-commerce and delivery sectors.