Quick Commerce Contribution Margin Break-Even in Q1 FY27
Management confirmed achieving contribution margin break-even for the full quarter in Q1 FY27, with March exit at +110 bps.
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margins
Quick Commerce Medium-Term GOV Target of ₹1 Lakh Crore
Target to reach ₹1 lakh crore GOV in 3.5-5 years, implying 35-50% CAGR, driven by store densification and geographic expansion.
Food Delivery Steady-State Margin of 5%
Food delivery business expected to maintain steady-state EBITDA margin of 5% with medium-term growth of 18-20%.
Capex to Moderate Significantly
Capex expected to decline as warehousing investments are largely complete; Q4 capex was ~₹195 Cr.