Zepto DRHP sets up three-way quick commerce war with Blinkit and Instamart in $83B market
Blinkit leads on revenue (Rs 37,779 cr, +625%) and store count (2,243), while Zepto edges out on dark-store productivity at 2,140 orders/day. All three burn heavily, with Zepto's EBITDA loss at Rs 5,041 cr against India's projected $60-83B quick commerce market by 2030.
Zepto's updated DRHP fuels a three-way quick commerce battle with Blinkit and Instamart. Blinkit leads on revenue and store count, Zepto on store productivity, while all three post heavy EBITDA losses in India's $83B-by-2030 market.