Resurfacing a June move: Blinkit became Eternal's largest B2C business as Q1 NOV reached ₹9,203 crore
Blinkit's net order value grew 127% year on year in Q1 FY26, surpassing Eternal's food-delivery business. The platform added 243 dark stores, taking its network to 1,544, and plans to shift to an inventory-led model over the next two to three quarters.
Blinkit became Eternal’s largest B2C business after its Q1 FY26 NOV rose 127% year-on-year to Rs 9,203 crore, surpassing food delivery. The quick-commerce platform added 243 stores and plans to move to an inventory-led model within 2-3 quarters.
Why this matters
The scale milestone follows signals that Blinkit’s quick-commerce growth may be nearing a bubble and legal disputes with Zee over Instagram content, highlighting the operational and regulatory pressures alongside expansion.
Retail-company signals are accelerating, up +197914% quarter on quarter.