Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript · 2026-01-29
I had a few questions. On this letting go of, say, the lower quality growth, so to speak, essentially, the newer users who are coming in for whatever reason, right, for discounting or whatever we are sort of okay to let go of that. At a time when the company is well capitalized, the penetration of quick commerce is still quite low, right? You rightly pointed out. Wouldn't it become more expensive for you to get the subscribers when things settle down because like you said, competition is not like settling down anytime soon? So how do we think about letting go of this growth now, but then having to possibly spend a lot more to gain the subscribers back later on?
Any sense on how has your market share sort of moved, say, in, say, Bangalore or any sort of a larger region if you are more comfortable with that say versus in North India? Any sense how you're seeing how the market share for you has been moving?