Resurfacing Zepto's June DRHP filing: three-way quick commerce showdown with Blinkit and Instamart
Filed in June 2026, the DRHP shows Blinkit leading on scale and profitability with Rs 37,779 cr FY26 GMV and a narrow Rs 277 cr loss, while Zepto (Rs 22,623 cr, +103%) and Instamart (Rs 3,859 cr) burn deeper. Zepto plans 1,904 new dark stores by FY30, betting on a projected $60-83B market.
Zepto's updated DRHP fuels comparison with listed rivals Blinkit and Instamart as India's quick commerce race intensifies. Blinkit leads on revenue and profitability; Zepto plans 1,904 new dark stores by FY30 amid a projected $60-83B market.