Blinkit leads revenue, Zepto leads productivity in India's race to an $83B quick commerce market
Blinkit's FY26 revenue surged 625% to Rs 37,779 crore with 2,243 dark stores, while Zepto posted highest store productivity (2,140 orders/day) but the largest EBITDA loss at Rs 5,041 crore. Instamart trails at Rs 3,859 crore. Market projected to grow 5-7x to $60-83 billion by 2030 as Zepto nears IPO.
Comparative analysis of India's quick commerce race as Zepto nears IPO. Blinkit leads on revenue and network; Zepto shows highest store productivity but largest EBITDA loss. Market seen growing 5-7x to $60-83 billion by 2030.