Q2-FY26 · Rahul Gotra
We've also guided and reiterated our guidance of being able to demonstrate contribution margin profitability by June 2026 quarter.
SWIGGY / language trends
Read confidence between the lines.
Swiggy · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q2-FY26 · Sriharsha Majety
We believe that to win in the long term, power happens at the stage of the category only if you are consistently making progress on the contribution. We do not know how to operate at very poor AOV and contributions because that will dent our staying power in the medium term.
Q2-FY26 · Rahul Gotra
We've created sufficient capacity on the dark store network to easily double our business from here without having need to add more stores.
Q3-FY26 · Amitesh Jha
We are not going to throw good money at bad growth... we may compromise bad growth and something that we are willing to do because we don't believe that is going to be a sustainable advantage in the future.
Q3-FY26 · Amitesh Jha
The irrationality of that growth is so high that it is leading to customers switching from one platform to the other without having any kind of loyalty.
Q3-FY26 · Amitesh Jha
We have figured out what works and what actually doesn't work, and now we are on the path to make sure that wherever we didn't want to spend, we are not spending that.
Q4-FY26 · Amitesh Cha
We are not going to take the route of buying growth.
Q4-FY26 · Sriharsha Majety
If fighting for short-term relevance and going after spending in places that will hurt us later, I think that will compromise our long-term relevance.
Q4-FY26 · Sriharsha Majety
The biggest thing for us to be solved is the proposition – that is the only structural way to keep users engaged and sticky.