News · Commerce & Consumer Brands

LPG shortage threatens Swiggy and Zomato orders

By Startup Enthusiast · 10 March 2026

What they do

Swiggy and Zomato operate food delivery platforms connecting restaurants and customers

A closure of the Strait of Hormuz has caused an LPG shortage, hitting restaurant operations in several cities

Order volumes are declining, and shares of both companies fell over 2% intraday on the disruption

India imports 62% of its total LPG requirements, and 85-90% of those imports transit through the Strait of Hormuz.
The closure of the Strait of Hormuz has disrupted India's commercial LPG supply.
Restaurants in Bengaluru, Pune, and Chennai are hit; 50-60% may shut in 2-3 days if supply is not restored, per NRAI president Sagar Daryani.
Food delivery platforms Swiggy and Zomato may see order volume dip as restaurants reduce menus or suspend operations.
Order volumes are declining in Bengaluru, Pune, and Mumbai; platforms have no contingency plan, per a source at a major platform.
Swiggy and Zomato declined to comment on the LPG shortage impact.
Shares of Swiggy and Eternal (Zomato) fell over 2% intraday on LPG shortage concerns.
QSR stocks also fell: Jubilant FoodWorks down 2%, Devyani International down ~1%, Sapphire Foods India down 2.5%.

The LPG disruption threatens to derail food delivery recovery in Q4 FY26.
Swiggy's Q3 FY26 GOV was INR 8,959 Cr, with 20.5% YoY growth, fastest in 3 years.
Zomato's Q3 FY26 NOV was INR 9,846 Cr, with 16.6% YoY growth; GOV growth was 21.3% YoY, up from 13.8% in the Sep quarter.
A market analyst noted that restaurant-side constraints from the LPG shortage could quickly reflect in platform metrics.

Swiggy and Zomato are food delivery platforms that connect restaurants with customers.
They generate revenue through commissions, delivery fees, and advertising.
Swiggy reported Q3 FY26 GOV of INR 8,959 Cr, with 20.5% YoY growth.
Zomato reported Q3 FY26 NOV of INR 9,846 Cr, with 16.6% YoY growth.
Both platforms operate across multiple Indian cities, including Bengaluru, Pune, Mumbai, and Chennai.