Swiggy slides 25% YTD, but FIIs/MFs double down as retail pares stakes

shares have fallen over 25% in CY25 to around ₹390, even as institutional investors increased stakes while retail trimmed holdings, pointing to a divergence between long-only conviction and near-term retail sentiment. Mutual funds raised holdings from 4.4% (Dec 2024) to 11.89% (Sep 2025) and FIIs from 4.89% (Mar 2025) to 12.23% (Sep 2025), whereas retail fell from a peak 7.52% (Mar 2025) to 6.35% (Sep 2025).​ What the numbers say Revenue grew 35% YoY to ₹3,109 crore in the Sep 2025 quarter, but net loss widened to ₹881 crore versus ₹490 crore a year ago, underscoring scale gains alongside profitability challenges.​ Street stance: The average target per Trendlyne implies ~24.5% upside from current levels, with 25 analysts maintaining BUY, reflecting confidence in long-term fundamentals despite drawdown. Source: The Economic Times No Recommendations