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Swiggy’s Q4 Results Show 22.6% YoY GOV Growth

Swiggy’s Q4 results reveal a 22.6% YoY GOV growth, surpassing INR 1,000 Cr in adjusted EBITDA.

Deputy Editor, Equities for tradealone

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Swiggy's Q4 Results Show 22.6% YoY GOV Growth - TradeAlone

Swiggy’s food delivery business achieved a remarkable 22.6% year-over-year (YoY) growth in Gross Order Value (GOV) for Q4 2026, surpassing INR 1,000 crore in adjusted EBITDA. This strong performance highlights the company’s resilience and growth potential in a competitive market.

Strong Food Delivery Performance

The food delivery segment saw a significant surge, with GOV growing by 22.6% YoY to INR 9,005 crore. The number of Monthly Transaction Units (MTUs) also grew by 21% YoY to reach 18.3 million. This growth is attributed to focused launches across the ‘selection-speed-affordability’ framework, which has driven user engagement and improved margins.

Out-of-Home and Instamart Growth

Out of Home (OOH) GOV grew by 43% YoY, marking its first full year of profitability. Instamart, Swiggy’s quick commerce platform, posted a 68.8% YoY GOV growth to INR 7,881 crore. Despite a quarterly loss of INR 858 crore, the segment’s contribution margin improved by 65 basis points QoQ to -1.8%.

Looking Ahead

Sriharsha Majety, MD & Group CEO of Swiggy, emphasized the company’s focus on anticipating consumer needs and improving unit economics. With a strong balance sheet, Swiggy remains on track for contribution margin breakeven in line with its guidance for FY27.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Swiggy Limited

Swiggy Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

SWIGGY
Consumer Cyclical › Internet Retail
CONSOLIDATING DOWN
38
Fundamental
74
Technical
56
Overall

1W +0.04%
1M -13.38%
3M -15.38%
Cap: Large
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Swiggy falls 12.7% over three months and has not found a floor yet. Margins at 21.0% are impressive but need to be sustained — any compression would be a red flag. 4 loss quarters over five years is a serious red flag — earnings quality is poor and recovery is not guaranteed. The stock gains 3.8% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 39.3% yet the PEG reaches 99.00 — expensive for that growth. Furthermore, the stock drops 12.7% in three months. Neither value nor momentum supports this setup. It needs an earnings beat or a price reset first. Check Fundamentals of Swiggy Limited.

Consumer Cyclical

Epack Durable Limited Q2 FY27: Revenue Surges 106%, Ebitda Margin Up 139 Bps

EPACK Durable Limited (NSE: EPACK) reports Q2 FY27 results with a 106% YoY revenue surge and a 1,320% EBITDA increase.

shalini shishodia tradealone

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Epack Durable Limited Q2 FY27 Results

EPACK Durable Limited (NSE: EPACK), a leading Indian manufacturer of room air conditioners, small and large domestic appliances, and components, today announced its results for the second quarter and first half of the financial year 2026-27. In Q2 FY27, the company’s consolidated revenue rose 106.0% year-on-year to INR 4,393 million. Moreover, EBITDA surged 1,320% to INR 71 million. The EBITDA margin improved by 139 basis points to 1.62%.

Operational Highlights

Operating revenue increased 106.0% year-on-year to INR 4,393 million. Notably, RAC revenue grew 161.2% to INR 1,612 million. SDA & LDA revenue grew 57.1% to INR 1,686 million, surpassing RAC revenue for the first time. Components revenue expanded 45.5% to INR 475 million. Excluding the PLI income from the previous year, EBITDA improved by INR 146 million year-on-year.

Management Comments

Commenting on the results, Mr. Ajay DD Singhania, Managing Director and CEO, said: “In H1 FY27, EPACK delivered its highest-ever first-half revenue of INR 13,253 million, up 51.3% year-on-year. Q2 revenue more than doubled, and our diversification is now visible in the mix: SDA & LDA revenue exceeded RAC revenue this quarter. Reported margins reflect the absence of PLI income, which was part of last year’s base. Excluding it, Q2 EBITDA improved by INR 146 million year-on-year and H1 EBITDA rose 77%. We are also sharpening our focus on the core business.”

EPACK Durable Limited is a leading living appliances Original Design Manufacturer (“ODM”) in India. The company’s expertise lies in manufacturing a diverse portfolio of Room Air Conditioners, Small Domestic Appliances (SDAs), Large Domestic Appliances (LDAs) and components. Partnering with leading Indian and global brands, EPACK combines innovation, quality and advanced manufacturing across its four world-class manufacturing facilities.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of EPACK Durable Limited

EPACK Durable Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

EPACK
Consumer Cyclical › Furnishings, Fixtures & Appliances
BREAKOUT
40
Fundamental
60
Technical
51
Overall

1W +1.76%
1M -2.59%
3M -28.18%
Cap: Small
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EPACK drops 28.2% over three months and trades near its 52-week lows. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock sits at 5% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 7.3% CAGR and the PEG stands at 99.00. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of EPACK Durable Limited.

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Consumer Cyclical

P N Gadgil Jewellers Limited (pngjl) Q2 FY27 Earnings Presentation: Stellar Growth and Strategic Moves

P N Gadgil Jewellers Limited PNGJL reveals Q2 FY27 earnings with significant growth, strategic rebranding, and major acquisitions.

abhinav tiwari

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P N Gadgil Jewellers Limited PNGJL Q2 FY27 Earnings

P N Gadgil Jewellers Limited (PNGJL) has unveiled its Q2 FY27 earnings presentation, showcasing remarkable growth and strategic moves that underscore its position as a leading player in the Indian jewellery market. The company reported a surge in retail revenue, net profit, and overall market presence, driven by its diversified brand portfolio and robust expansion strategy.

Key Highlights

PNGJL’s Q2 FY27 earnings reveal a net profit increase of 25% compared to the same period last year, with retail revenue rising by 18%. The company’s strategic rebranding from LiteStyle to YOOU by PNG has significantly boosted its market appeal, particularly among the younger demographic. Additionally, the acquisition of Silvostyle on October 1, 2026, has further strengthened its portfolio with a popular fashion silver jewellery line.

Strategic Moves

The earnings presentation highlights PNGJL’s strategic initiatives, including the successful completion of a Qualified Institutional Placement (QIP) that raised INR 700 crores, providing a strong financial foundation for future growth. The company’s continued expansion into new markets, including Madhya Pradesh, Uttar Pradesh, and Bihar, reflects its commitment to becoming a pan-India retail brand. Furthermore, the appointment of Ranbir Kapoor and Sara Tendulkar as brand ambassadors underscores its efforts to enhance brand visibility and appeal.

As P N Gadgil Jewellers Limited looks ahead, it remains focused on leveraging its heritage and consumer trust to drive continued growth and innovation in the jewellery sector.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of P N Gadgil Jewellers Limited

P N Gadgil Jewellers Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

PNGJL
Consumer Cyclical › Luxury Goods
BREAKOUT
84
Fundamental
84
Technical
85
Overall

1W +0.57%
1M -0.87%
3M +1.96%
P/E: 18.4 Cap: Mid
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P posts a 2.0% three-month gain, but softens in the last few weeks. The PEG of 0.24 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock gives back 0.9% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Both the business and the stock move in the right direction. Revenue grows at 33.6%, profits at 76.7%, and the PEG sits at 0.24 — below its growth rate. That combination is rare. Check Fundamentals of P N Gadgil Jewellers Limited.

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Consumer Cyclical

Fiberweb (india) Limited (NSE: Fiberweb) Q2 FY27: Total Income Surges 209.36% Qoq to ₹ 30.99 Cr

Fiberweb India Limited reports a 209.36% QoQ surge in total income to ₹30.99 Cr in Q2 FY27; EBITDA rises 76.77% & net profit jumps 366.02%.

abhinav tiwari

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Fiberweb (india) Limited (NSE: Fiberweb) Q2 FY27 Results

Fiberweb (India) Limited (NSE: FIBERWEB) has announced its unaudited Q2 FY27 financial results, showing a remarkable 209.36% quarter-over-quarter surge in total income to ₹30.99 crore. The company’s EBITDA rose 76.77% to ₹3.31 crore, while net profit jumped 366.02% to ₹1.27 crore.

Significant Financial Improvements

The focus keyword, Fiberweb (India) Limited (NSE: FIBERWEB) Q2 FY27 results, highlights the company’s impressive financial performance. The total income growth reflects a meaningful sequential improvement in business activity. EBITDA and net profit also showed significant increases, indicating a gradual recovery in operating activity.

Strategic Focus and Future Plans

Commenting on the financial performance, Mr. Bhavesh P Sheth, Director of Fiberweb (India) Ltd., noted that despite the challenging business environment due to the ongoing US-Iran conflict, the company remains focused on maintaining cost discipline and strengthening operating efficiency. The planned expansion into non-woven felted products for the Geo-Textile segment is a key part of the growth strategy. Fiberweb aims to improve capacity utilization, strengthen customer relationships, and maintain a disciplined approach towards costs and capital allocation.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Fiberweb (India) Limited

Fiberweb (India) Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

FIBERWEB
Consumer Cyclical › Textile Manufacturing
BREAKOUT
46
Fundamental
68
Technical
58
Overall

1W +2.42%
1M +0.65%
3M -16.96%
P/E: 14.5 Cap: Small
AI-Powered Analysis • TradeAlone
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Fiberweb drops 17.0% over three months and trades near its 52-week lows. Thin margins at 8.0% leave limited room for error — any demand softness or cost spike hits the bottom line hard. No meaningful dividend — total return is entirely dependent on capital appreciation. Buyers show up with 2.8x the volume of sellers. Moreover, they dominated on 15 of recent sessions versus 14 for sellers — a healthy accumulation pattern. Revenue grows at 8.7% CAGR and the PEG stands at 99.00. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of Fiberweb (India) Limited.

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