Zepto, Blinkit, Instamart race to scale India's $83B quick commerce market
Zepto's updated DRHP sharpens the three-way fight: Blinkit leads on revenue (Rs 37,779 cr, +625%) and store count (2,243), while Zepto tops store productivity but posts the steepest EBITDA loss (Rs 5,041 cr). India's Q-comm GMV is seen hitting $60-83B by 2030 from $11.3B in 2025.
Zepto's updated DRHP fuels quick commerce comparison: Blinkit leads revenue (Rs 37,779 cr) and store count, Zepto leads store productivity but posts largest EBITDA loss. India Q-comm GMV seen hitting $60-83B by 2030.