Swiggy IPO Goldmine or Disaster? Detailed Case study

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9 окт 2024

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Комментарии : 277

@ThinkSchool День назад

👉Check out Odoo: www.odoo.com/r/jgv

@shreyambesh3227 День назад

I am a Software Engineer (tech lead) and can confirm that having the same infrastructure for multiple products does save a lot of cost. But that’s considering they have just one infrastructure as the app might look like it’s a single application but under the hood can have different infrastructure(magic of micro services). A con of having a single infrastructure is that it brings extra engineering complexity in developing the products.

@_superhuman_ День назад

But, we saw this thing where Paytm had tons of features under a single app which were barely being used.

@purumaddy3393 День назад

As a customer i too confirm that if i remember some groceries while ordering food i would use swiggy instamart which takes one tap rather than opening some other app

@0xgirish День назад

And having different apps for different products can have a common infrastructure

@vaibhavdave2512 День назад

Hey can you explain if like a bunch of micro services could maybe become cluttered to become a monolith? Is that true idk I am still learning

@gautammullick188 День назад

Not , agree with your points, in swiggy application some of the function are very different to handle or not verified. It's can be more polished,

@jeeneshnahar5678 День назад

1. I personally used to use swiggy a lot till I entered the loop of comparing prices....while I had swiggy one membership still the food cost less from same restaurant in zomato with no membership [ 80% of times ] 2. IPO looks like to cover the loses by using Retail investment and exit of VC firms

@anonymous-developer 18 часов назад

Exactly and for the same reason even I switched to Zomato

@adityajain019 16 часов назад

Exactly same reason. With membership, my orders from swiggy are expensive than ordering from blinkit. Food delivery business is better handled by swiggy, but quick commerce, today's goldmine, goes to zomato

@loop7081 6 часов назад

Lol. I always add the same cart to both zomato and swiggy every time but the swiggy always has a cheaper rate by 30-50 rs. One of my recent orders was 1000+ on zomato and 951 on swiggy

@shivambachar4888 День назад

It's swiggys IPO but still Deepinder image is shown in Thumbnail 😂😂

@RameshBhatt День назад

Power of Zomato ❤

@satyamgaba 17 часов назад

Clickbait

@saivenkatnagarala 15 часов назад

@@satyamgaba That says how far Deepinder has come , he is current gens role model for many. But his fame is double edged sword. His fame and name is good for zomato and vice-versa worse to Zomato if he does something wrong . But not with Swiggy. Swiggy's founders are barely famous.

@sanketgharatkar5379 14 часов назад

Kyuki haramkhori sab ke khoon me hai

@Gauravkr0071 14 часов назад

low effort thumbnail

@umangadatia744 16 часов назад

One correction : its the Adjusted EBITDA and not the actual EBITDA because if you see the actual EBITDA of Zomato the Zomato is still under Loss.

@Yokesh144 9 часов назад

Adjusted EBITDA profit of Rs 912 crore in FY24 as compared to a loss of Rs 10 crore in FY23 for zomato

@umangadatia744 5 часов назад

@@Yokesh144 Thats the point , its Adjusted EBITDA and not Actual EBITDA, you should consider ESOP expenses also.. which bring down the Actual EBITDA.

@akshaytakkar6747 День назад

I like Swiggy. They are more into quietly running the business while Zomato is more into publicity. The app UI is much better than Zomato's. Even though its a super app it doesn't feel like one (compared to paytm which is a cluttered nightmare of an app to navigate). Yes, Zomato has gained market share but it's mostly inorganic growth. In the long run, my money will be on Swiggy. They have to sort out the senior level exits, don't know what that's about, but it's Swiggy's battle to lose.

@groundzeroreax4082 День назад

Zomato and blinkit's UI is so much light and easy to use, always found swiggy UI too heavy and not so user friendly, it also has a very boring vibe while Zomato blinkit has an exciting vibe

@shikin0071 16 часов назад

How do they have inorganic growth?

@yashbhawsar5203 15 часов назад

@@groundzeroreax4082 strongly agree with this

@parshwabhandari1187 15 часов назад

@@shikin0071 yeah how is it inorganic kuch bhi without backing it with any info, blanket statement dete hai log

@akshaytakkar6747 14 часов назад

@@shikin0071 In the video he said Zomato acquired many more companies than Swiggy.

@dipeshjoshi9126 День назад

You explained the delivery fission system explained so well. this video editing is crazy. my father knows less English still he understand this video completely

@Abhay_Pandey_1 День назад

So i am from that rare group in India, which love super apps to save time.

@kunmythos5384 День назад

I don't necessarily believe you're the only one. A survey that I had conducted has indicated that there's more brand loyalty in cases of swiggy, also a big issue for its competitors like zepto is falling customer retention.

@amithm8166 День назад

motion graphics, blender, edits are new level... loved it

@sankuM 5 часов назад

aevy video editors...!! #aevvyisvibe

@Abhishek-k2x8f День назад

Zomato :depinder Swiggy :SEBI

@nihalkhandelwal2111 17 часов назад

🕉 Shanti Shri Ratan Tata Sir 🙏

@saivenkatnagarala 15 часов назад

Its been 3-4 months since i hav seen ur videos. After long gap, now i observe substantial change in your editing quality. Worth watching and top quality. It aspires me everytime to learn vid editing and learn content research.

@SureshKumar-y2g1f День назад

Rest In Peace Sir Ratan Tata 😭😭🥺

@shre6619 День назад

At First, I thought this was a fake news. But, sad to confirm, it is true.

@SureshKumar-y2g1f День назад

@@shre6619 bro itni raat ko kya kar raha hai

@sauss4472 22 часа назад

@@SureshKumar-y2g1f woh Ratan Sir ko Tata kar raha hai 😉

@varaddeshpande9302 День назад

seems like someone has spent an exorbitant amount on graphics. Keep going, loved it. ❤❤

@babluverma8585 День назад

Every video of yours is a masterpiece dude!!

@gopinathsgn 10 часов назад

As Software professional the infrastructure cost likely Less in 1 app compared to keeping it 2 seperate app and code base. Also just bcoz they're 2 app doesn't mean they didn't already share cloud or on-premises infrastructure like databases, servers, load balancers, networking components. single super app will increases the complexity and architecture even with microservice also it increases development and maintenance cost. still bigger drawback to super app is that any traffic spike, security incident in one part could affect entire application.

@sarthsheth8994 11 часов назад

It is true that shared infrastructure reduces costs but can also increase maintainability cost and make app complex for users.

@palllav508 День назад

While I enjoy the convinience of Super Apps, I believe there is a lot of cross subsidization happening between services. People here in India are more comfortable in keeping multiple apps as long as they get the best deals. Brand loyalty is driven by prices creating a very competitive market!

@keerthidas662 День назад

Swiggy UI is cool. Zomato looks cheap. Swiggy is good at innovation-they're first to introduce genie, minis. I'm definitely investing in swiggy as it has more room to grow than Zomato which seems over valued.

@praveennaik62 16 часов назад

Lot of if and buts with Swiggy...at this point of time zomato is ahead.. Lets see what lies in future... I feel zomato will increase the gap...

@TuningPythonCode-gi8rj 7 часов назад

Nice video, very informative. This is how it should have done

@somilbharilya9731 День назад

Think School, and Ganesh thanks a lot for bringing all these exclusive content to us. Thank you with all my hearts.

@hidevkhurana День назад

Madhuri Dixit, Amitabh bachchan, Rahul Dravid Do you know what's common between them They don't care if they lost some lakhs money in IPO But you care And you should care....

@ytwanderer1 День назад

They would be buying for dirt cheap compared to what public/retail investors will get it for.. definitely not a loss for them.. in fact excellent return in short time.

@nikhilshahvuppala9081 5 часов назад

Being a super app..mistake in one category can make customer to stop using other services of swiggy..

@behramjiaftaabb День назад

It’s good this channel is back with business case studies.

@akumpawatjr День назад

I don't think their delivery costs are 33 rupees. If I remember correctly, the actual number is closer to 60 for food and 40 for instamart. Request think school to verify if you think there's a mistake...

@devenwadhwa26 День назад

He is taking cost to company, not the cost to user

@kondurisreeharshini4986 День назад

it was just an example to explain and make viewers understand. Not the real values

@srijangdas4572 День назад

For the first 3-4kms, it's ₹30

@s.jagadesh4406 День назад

Can someone explain how this 20,000 came at 7:32

@manthan1112 23 часа назад

@@s.jagadesh4406 Average salary of delivery partners

@revanth2628 10 часов назад

I hope Swiggy does well... Cause consumers win when there is competition in the market.

@shrenikmehta89 9 часов назад

A humble request - Please make a combi video on the inspiring entrepreneurial life of Ratan Tata. You can add the story of his emotional purchase of Air India as a case study as well, because it was a huge loss making company, and probably will be for a while. Do emotions have a place in business, and can great entrepreneurs turn such loss making companies around? It would make for a very interesting video.

@udaykesarla7806 13 часов назад

Thank you.

@rsivakumar9221 8 часов назад

I am sceptical about combined handling of food delivery and grocery items. Each has a different need. We need to watch how well they will handle this

@rounakghoshdcst1737 13 часов назад

Please make a video on jiomart entering on quick commerce in Navi mumbai and bengaluru, and how they are doing that without pricing extra charges like platform fees, delivery fees, etc and also without opening a dark store.

@dipeshjoshi9126 День назад

As a techie, if Zomato has different themes, designs, and apps. There's a 99% chance they use a larger tech team because of the different apps. All three likely have different design systems, and design systems play a very large role, so they would definitely need more tech talent. For Design for sure they hire more people for sure

@jyotichoudhary817 День назад

Present Buddy❤ Thank you so much, why didn't you start this early, we had so many IPOs, we need this!! Ye Dil Maange More❤ And yaa, i'll not be investing in Swiggy, coming from a tier 3 city i feel zomato has created a strong sense of customer relationship with us and anyways swiggy is a bit overvalued looking at its losses.

@homemade2800 День назад

actually, a super app becomes super buggy and loses its originality. which makes it difficult to use

@meetadityanihlani 9 часов назад

True, but it comes with exceptions. There is a super super app in Dubai called Careem, Its a food aggregator/ a mall/ taxi aggregator and what not, but that maybe because of the lack of competition. Regardless, the app is implemented really well and is not buggy at all.

@rohitmania1 14 часов назад

Please run BGM even louder from next video. We are here to hear BGM only.

@iskalasrinivas5640 17 часов назад

I like concept of superapp. It's very convenient

@SaiVamsiKiran День назад

How come dineout service is not accounted in the video?

@rahmankhan9844 День назад

I ,usually dont comment on any videos i watch. But the insights u give are truly sound minded. Great work, keep going.

@kavilwagh 9 часов назад

Great case study❤

@rohitraj-ig8to День назад

Another great video by Think School 👏🏼👏🏼👏🏼, you are really one of the best Informative Channels in RU-vid.

@raajgnt День назад

Zomato hyperpure contributed significant to the top line which you missed

@ssyoagesh 17 часов назад

Personally, I prefer super apps over standalone apps for different services, especially when it comes to e-commerce and online shopping.

@chickurats 19 часов назад

Yes yes It was very very clear to me😂 You just have to mention this in every episode 😂 It's like a signature sign😂😂😂

@PrateekNayar 16 часов назад

you could have added the growth in the total market size as well, even though swiggy lost market share, their revenue and ebitda also grew as you showed

@pujabhakoo1 14 часов назад

Swiggy’s super app model is definitely a superior way to go in the long run… in terms of cost-saving, efficiency-building, and even containing the carbon footprint ( by delivering more orders in a single round). It’s a matter of time before the Indian diaspora adapts to this convenience.

@arjungupta2687 13 часов назад

What's stopping Indians now to switch to super apps?

@pujabhakoo1 10 часов назад

It’s perhaps a user preference for specialization… privacy concerns… and cultural emphasis on flexibility. India's growing smartphone use and comfort with digital ecosystems should lead to a shift toward super apps over time. UPI’s success is a case in point.

@gopinathj4232 7 часов назад

When these companies deploy drone delivery entire dynamics changes. Less cost and more delivery speed.

@kingShorts1704 9 часов назад

please make a video on ratan tatas masterstrokes please

@kingShorts1704 9 часов назад

please

@meetadityanihlani 9 часов назад

I don't see all 3 business in one single app an advantage at all. End product just becomes messy. Look at what PayTM tried to do, look where it is now.

@alxayush2134 14 часов назад

Informative

@apurvaanjan 11 часов назад

I will apply for the ipo just for the listing gain but won't be a long term investor on either of the companies

@xplorer_lijo 12 часов назад

Swiggy don't give good rate to the delivery person. And that's the biggest disadvantage. Because most of the delivery partners prefer joining and working for zomato..

@saivenkatnagarala 15 часов назад

spree of leaving Key people is big red flag. At the time of IPO its big challenge to Swiggy. Mayb growth seems to matured for shareholders as well. Or Founders disagreement with leaders on growth strategies could have brought discontent amongst leaders

@aroonspace 8 часов назад

Delivery savings are super exaggerated. Not every order has both food and grocery orders.

@Abhishek-k2x8f День назад

I love his videos Do u love it ❤ ❤

@rohiths7563 14 часов назад

Maturity is when you realize it advertisements more than case study

@velloer 13 часов назад

I find Swiggy better than Zomato

@chiragagrawal1865 10 часов назад

Even tho swiggy has better ads but zomato has a wide presence coz they also entered into live events space

@amitjesur 12 часов назад

Small request, can you move sponsorship to the end of the video please? 🙏🙄

@adityas.momentsoftravel 14 часов назад

its a buy out for investors

@chachachaucer День назад

After <a href="#" class="seekto" data-time="760">12:40</a> irritating background music..

@rakeshadp5649 14 часов назад

Add about Swiggy insta mart in Swiggy ipo video.

@sandeepva6409 День назад

If swiggy buys Bookmyshow, then the actual game starts

@NerdCentral_ 16 часов назад

No. They need to think ahead and create something new

@vishalgopu-h8m 14 часов назад

Sir a video on ratan Tata

@rohitharde7891 8 часов назад

सर जी आपका मेन चैनल हिंदी ऑडियो ट्रेक में करो

@koti283 18 часов назад

brilliant work ❤

@rohitharde7891 8 часов назад

सर जी आपका मेन चैनल हिंदी ऑडियो ट्रेक करो

@ranjancom2000 13 часов назад

Swiggy might profit from its IPO, but retail investors could face losses. Around 95% of people have stopped ordering from Swiggy due to food prices being 30% higher than restaurant prices. In my opinion, Swiggy is struggling at the moment, and the IPO seems like a way for existing investors to exit with a profit

@aidannt День назад

having swiggy's sub-apps hosted on the same infrastructure can significantly reduce their expenses. this approach avoids the need for multiple servers, which would be more difficult to scale. this also makes maintenance much less of a headache.

@pranavvisweswaran2170 День назад

you can actually have many apps run on a single server depending on its software. but with swiggys huge volume of code in a server may increase the needs for processing of many servers. in real you never know as long as i know what it is inside. i created my own ott network using plex and i ran my company software, communication and camera systems on 1 system (server ) it is riskey as when it crashes i loose everything

@yashaswiification День назад

other than delivering food amazon or many other peers does the same, what's so uniqueness that swiggy brings to the table. these companies are quite overvalued to make good returns from these companies take long long time.

@ravisinghshare День назад

Actual Video starts from <a href="#" class="seekto" data-time="219">3:39</a>. In last few months, there is always few mins of addn. useless video added, which can be skipped easily.

@sankuM 5 часов назад

one is intro and then of course sponsor plug 🥱😅😆

@SK-gx5jx 7 часов назад

Onethings i can tell eeryone onciidently that ganesh has been pid heavly for advertsiing and tell positive about swiggy before swgiiy ipo thanks for taking monye and promoting swiggy

@kanishkbakshi2004 День назад

People in India are not afraid of Investing Overvalued Zomato and Swiggy Meanwhile Gradfather Governement can mess with them anytime by supporting ONDC at full speed

@verainsardana День назад

There won't be people using ONDC unless they have a good system for returns and customer support. When I order through Swiggy I know if the order is bad, I would get my money back. I need similar assurance with ONDC

@chiragagrawal1865 10 часов назад

Zomato wont have that level of profits today if they didn’t use that revenue money to rotate from capital markets

@sarthakchhetri671 День назад

good video!! i have this exact same shirt from h&m

@AravindhKumar007 16 часов назад

Personally being a software engineer, having separate applications for different verticals makes more sense. Separate applications doesn't mean separate infrastructure and similarly Super app does not necessarily mean same technology and infrastructure as well. Super app is just a gimmick. There are tons of super apps that sucks to the core like paytm, tata neu etc.

@Bhanudas79 День назад

I have been watching your videos since Abhi and Niyu told me about your channel. Your videos are a goldmine for people interested in business. Thank you, Ganesh Bhaiya, for making this video.

@MahiRathod-q6w 6 часов назад

Listing gain profit 🎉

@rishabha11 8 часов назад

<a href="#" class="seekto" data-time="667">11:07</a> if you can explain why only Zomato n Swiggy are considered to have market share in their respective market

@parthraghuwanshi2980 День назад

How about under one app icon they show 3 app icon for different services

@Abgz199 День назад

No because of Valuations reason real valuation unlock after ipo like zomato falls to below 40and goes above ipo price

@MukeshMishra-e9p День назад

I can vouch for Swiggy's customer centricity. Any company that does not put customer at the center will eventually perish. This is why i am going for Swiggy, and skipped Ola IPO.

@harshstudy488 16 часов назад

<a href="#" class="seekto" data-time="772">12:52</a> can anyone explain how this works like if we buy ipos the people who already dump their money will take an exit and then will the company get. To use the remaining money buy i. Dont want to give my money to those who are doing cash grabs like previously done by early investors ,and actors in mamaearth ipo why can i invest in their ipo for their operational cost and growth spending rather than filling pockets of those already rich actors and people i dont want to make profit for so they dump the shares on us public . Again and again in the name of IPOS

@itz_PankajSingla День назад

Broo When will the Bangladesh episode come

@Mundarapilly День назад

Does Bangladesh have anything to do with business or economics? 😓

@DHAKSHQ___ День назад

Yes bro

@c.h.i.n.a.v.i.r.u.s День назад

@@Mundarapillyobviously it does

@zoshuacolah 17 часов назад

Your video title says case study. You should add the company name into it

@user-qu2yx9oo2v День назад

In Ipo companies ask very high valuations 70-80 ipo trade lower than listing price

@Abhishek-k2x8f День назад

Not an IPO fluff But Zomato be like fucx😮😅

@sir_prize_ma_the_farcar4547 10 часов назад

Real winners would be VC firms , private investors and owners who hold stocks. 😂😂😂😂😂😂😂😂

@auro1986 День назад

swiggy has also taken customers data like zomato so why is it loss when it's all profit?

@praveengudaparthy7582 День назад

Please make a video on Hyundai motor ipo as the final offer is finalised with dates and price

@kp_views 19 часов назад

Ganesh please post a tribute video to ratan tata sir it's an honor 🙏🙏

@halfway754 5 часов назад

What a coincidence😅 SWIGGY ipo is coming 😊. And suddenly an influencer telling the growth and success story of SWIGGY 😂😂 No one 🃏dare to call him a godi influencer😂😂😂😂🤫🤫

@iwiff209 День назад

Swiggy anyday the prices are better and service and interface too

@guruprasadkulal1473 14 часов назад

I worked as a Swiggy delivery partner, but when I left this job, they did not refund my deposit money.

@ayushagarwal9155 День назад

Please make video on hyundai ipo

@yashbhawsar5203 15 часов назад

The concept of superapp has not worked well beacuse the cluteredness it creates on the user's screen, which evetually leads to less CTA and confused user while navigating thru various sections of the app. The same i feel in swiggy.

@youngstan7009 День назад

No investment as of now. Need to observe for sometime

@vivekpatel8217 6 часов назад

both do batch delevery

@jitchong1176 День назад

When is comes to customer experience Zomato is class apart. Swiggy has a lot of catching up to do.

@pathainilesh34 10 часов назад

Not so convincing loss making firm with unstable management and confused business model. Also Indian market prefers specialized Apps for each task coz of brand perception as when you say swiggy zomato only food delivery comes into my mind and when you say grocery grofers so trust factor is very important