Swiggy Bets on Inventory-Led Instamart Model; Eyes ~80 bps Margin Boost

is advancing plans for an inventory-led model at its quick-commerce arm Instamart, following shareholder approval to cap foreign ownership and move closer to Indian-Owned and Controlled Company (IOCC) status. The shift is expected to deliver approximately 80 basis points improvement in contribution margin by enabling better procurement, pricing control and supply-chain efficiencies, helping Instamart compete more effectively in the competitive quick-commerce space. **Top stocks in the food delivery / quick commerce industry:** Eternal (Zomato), FSN E-Commerce Ventures (Nykaa), and Delhivery.