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Swiggy Ltd and Eternal Ltd are setting the stage for a fourth quarter in the 2025-26 fiscal year.
Swiggy's Q4FY26 gross order value is expected to grow over 20% year-on-year.
KEY POINTS
- Eternal's food delivery revenue is projected to reach Rs 1040 crore, up 23% YoY.
- Brokerages note a strategic shift in quick commerce from pure growth to quality growth.
- JM Financial has a 'Reduce' rating on Swiggy but a 'Buy' on Eternal with 69% upside.
COMPANIES
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