Resurfaced June 2026 DRHP: Zepto's dark-store expansion plans as Blinkit retains India quick-commerce scale lead
Zepto's DRHP, filed in June 2026, shows roughly 2,140 daily orders per dark store in Q4FY26 and plans nearly Rs 1,629 crore for expansion through FY30. Blinkit remains larger, with 2,243 dark stores and FY26 revenue of Rs 37,779 crore, versus Zepto's roughly 1,139 stores and Rs 22,623 crore revenue.
Zepto’s updated DRHP highlights intensifying Indian quick-commerce competition with Blinkit and Instamart. Blinkit leads network size and FY26 revenue, while Zepto leads daily orders per dark store and plans Rs 1,629 crore of expansion investment through FY30.
Why this matters
The filing adds operating and expansion detail to Zepto's recent IPO narrative, after signals flagged its role in India's 2026 startup IPO wave and its appearance alongside OYO and PhonePe on IPO watchlists.
Retail-company signals are accelerating, up +1101100% QoQ.