Indian LPG shortage from Strait of Hormuz delays disrupt restaurants, hurting Swiggy and Eternal delivery stocks.

Indian food delivery stocks Swiggy and Eternal fell 4-5% amid a commercial LPG shortage disrupting restaurant operations nationwide. The crisis, tied to supply chain issues in the Strait of Hormuz, has delayed cylinder deliveries, forcing kitchens to cut hours or close. With most of India’s LPG imports from the Middle East and no strategic reserves, restaurants face shortages within days, risking reduced menus and lower order volumes. Despite strong recent growth, analysts warn a prolonged shortage could impact fourth-quarter delivery volumes.