Zepto files updated DRHP as India's $83B quick commerce race intensifies against Blinkit, Instamart
Blinkit leads on revenue (Rs 37,779 cr FY26, +625%) and profitability (loss just Rs 277 cr), while Zepto posts highest store productivity but heaviest EBITDA loss at Rs 5,041 cr. Market projected to hit $60-83B by 2030 from $11.3B GMV in 2025.
Zepto files updated DRHP ahead of IPO as India's quick commerce race intensifies against Blinkit and Instamart. Blinkit leads on revenue and profitability; Zepto has highest store productivity but heaviest EBITDA losses. Market projected to reach $60-83B by 2030.