Zomato vs Swiggy vs Blinkit: Who Really Earns Per Order? | Q2 FY27 Data Explained
Автор: ARS Market Research services private limited
Загружено: 2026-11-06
Просмотров: 11
Описание:
Swiggy Instamart lost Rs 895 crore in one quarter, about Rs 69 on every order, while Zomato food delivery kept about Rs 5.5 of every Rs 100 ordered. A data-led look at Zomato, Swiggy, Blinkit and Instamart (July to September 2026): EBITDA per Rs 100 of orders, where a food order's money goes, profit per grocery order, Blinkit's road from deep red to green, and why orders per store decide break-even.
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Chapters
0:00 Introduction
0:45 Chapter I: The Scoreboard (EBITDA margin)
2:03 Chapter II: Where 100 Rupees Goes (cost decomposition)
3:21 Chapter III: The Per-Order Truth (unit economics)
4:42 Chapter IV: The Road to Break-even (trend analysis)
6:03 Chapter V: The Dark Store Test (break-even analysis)
7:24 Chapter VI: What It Means For You
8:28 How ARS Can Help You
Source: Eternal and Swiggy Q2 FY27 results (21 and 22 October 2026); Motilal Oswal. Adjusted EBITDA as reported by the companies. Blinkit order count and Instamart store sales are ARS estimates. General information, not financial advice.
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