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Delhivery, Swiggy Are ICICI Securities' Top Pick In Internet Space; Q2 Results Preview
Internet Q2 Results Preview: In quick-commerce, the brokerage sees Blinkit likely sustaining its superior growth trajectory.
09 Oct 2025, 11:32 AM IST 
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ICICI Securities believes Delhivery is a key beneficiary of e-commerce growth acceleration to 15–20% YoY in Q2 driven by GST cuts, and strong festive demand. (Source: pexels)
In quick-commerce, the brokerage sees Blinkit likely sustaining its superior growth trajectory (26–27% QoQ); but, Instamart could accelerate its sequential growth (oue estimate 24% QoQ) with improving profitability.
