Delivery platforms including Swiggy have reportedly discontinued their 10-minute delivery deadline commitments, according to recent developments in the quick commerce sector.

Strategic Shift in Quick Commerce

The move away from ultra-fast delivery promises marks a notable change in the competitive landscape of food and grocery delivery services. The decision appears to affect multiple platforms in the delivery ecosystem.

Industry Impact

This development could signal broader changes in how delivery platforms approach service commitments and operational efficiency. However, specific details regarding the timeline, underlying reasons, or customer impact of this policy change are not currently available.

The quick commerce sector has been characterized by increasingly aggressive delivery time commitments, making this shift particularly noteworthy for industry observers and customers alike.

Swiggy continues to draw sustained interest from major institutional investors, with both Foreign Institutional Investors and mutual funds demonstrating consistent confidence through increased stake acquisitions. This institutional backing comes despite the stock's recent underperformance, creating an interesting dynamic between long-term investor confidence and short-term market sentiment.

Institutional Investment Trends

The latest shareholding data for the December 2025 quarter reveals continued institutional accumulation in Swiggy. The following table shows the progression of institutional holdings:

Notably, mutual funds have never reduced their stake in Swiggy since its listing in November 2024, signaling sustained long-term confidence in the company's prospects. This consistent institutional buying pattern often reflects thorough due diligence and conviction in the underlying business fundamentals.

Stock Performance and Market Position

Despite strong institutional interest, Swiggy's stock performance has faced headwinds over the past year. The stock has declined approximately 30.00% and currently trades at ₹344.00, below its IPO price of ₹390.00. As of Monday at 1:05 pm, the stock was down 2.20% at ₹343.85, with a market capitalization of approximately ₹94,885.00 crore.

This disconnect between institutional confidence and market performance highlights the contrast between short-term trading dynamics and long-term investment perspectives.

Analyst Coverage and Technical Indicators

According to Trendlyne forecaster data, 25 analysts maintain a consensus 'BUY' rating on Swiggy, with target prices implying a 42.00% upside from current levels. This analyst optimism aligns with the sustained institutional investment trends.

From a technical analysis perspective, the stock presents mixed signals:

The RSI reading below 30.00 typically indicates oversold conditions, potentially signaling excessive selling pressure that could lead to a rebound. However, the stock trading below all major moving averages suggests continued downward momentum in the near term.

Financial Performance Overview

While December 2025 quarterly results remain pending, the September 2025 quarter provides insight into Swiggy's operational performance:

The strong revenue growth of 52.50% demonstrates robust top-line momentum, though the widening net loss reflects continued heavy investments in operations and expansion activities.

Investment Considerations

The sustained institutional investment in Swiggy, particularly the five consecutive quarters of mutual fund stake increases, suggests professional investors maintain confidence in the company's long-term prospects. This institutional backing, combined with strong revenue growth and analyst optimism, presents a complex investment picture against the backdrop of recent stock underperformance and technical headwinds.