Zepto's UDRHP signals pivot from speed wars to EDLP, ads and retention as Amazon Now, Flipkart Minutes close in
Zepto's pre-IPO filing reveals ₹22,624 Cr FY26 revenue at 119.4% CAGR and ₹1,636 Cr ad revenue, but ₹59.40 EBITDA loss/order and AOV of ₹387 trail Blinkit. With 1,139 dark stores, 23.3 Lakh daily orders and 47.97 Mn active users, the playbook shifts to everyday-low-pricing and monetisation.
Zepto's UDRHP reveals shift from speed to EDLP playbook, ad-monetisation and retention. Despite ₹22,624 Cr revenue and 119% CAGR, it trails Blinkit on AOV/profitability and faces user decline amid Amazon Now and Flipkart Minutes onslaught.
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