🔥 Zomato vs

SWIGGY

: The Food Fight Just Got Spicier! 🍕⚡

Zomato - posted a 60% YoY revenue jump but saw a 78% profit plunge thanks to Blinkit’s burn. Meanwhile, Swiggy’s revenue rose 44% but its losses almost doubled to ₹1,081 crore. What’s cooking? 🧾 Let’s break it down: 🍔 Food delivery still pays the bills:

Swiggy’s food biz grew 17.6%, while Zomato’s grew 16%. Zomato’s EBITDA from food hit ₹428 Cr — 2x Swiggy’s ₹212 Cr. Zomato is cleaning house, removing ~19,000 restaurants for hygiene/trust issues. 🛒 Quick commerce is eating into profits: Swiggy’s Instamart added 316 dark stores last quarter; losses hit ₹840 Cr. Blinkit added 294 stores; EBITDA loss ₹178 Cr, despite industry-best AOV of ₹665. Both are burning cash to win the 10-min delivery game. 💸 🛑 Zomato killed Zomato Instant. Swiggy’s Bolt now accounts for 12% of food orders! ✅ Blinkit is secretly working on Bistro — a new 10-min fresh food play. 📦 Meanwhile, Reliance? They're quietly using existing stores to do quick commerce profitably. No new infra, no big burn — just smart leverage. 🧠 🔑 Zomato's ace: It’s now an IOCC (Indian Owned & Controlled Co.). That lets Blinkit own inventory — a game-changer in India’s FDI landscape. 💭 My take: Zomato is winning on food delivery profits. Swiggy is pushing hard on Instamart. But the real battle? Quick commerce + unit economics. And Reliance is waiting to flip the board. Investors, analysts, and founders — keep your eyes here. The 10-min war has just begun. 🕒🍜