Zepto's updated DRHP omits contribution margin, AOV, MTUs — peer comparison muddied

Zepto's refiled IPO document skips standard quick-commerce disclosures like contribution margin, average order value, and monthly transacting users, instead using bespoke definitions. FY26 revenue topped Rs 22,600 crore but the company remains loss-making, complicating benchmarking against Blinkit and Swiggy Instamart.

— Filed Thu, 25 Jun, 2026, 01:51 IST · Source Moneycontrol · Results · Updated

Zepto's updated DRHP for its IPO omits standard quick-commerce metrics like contribution margin, AOV, and MTUs, and uses bespoke definitions that hinder peer comparison with Blinkit and Instamart. FY26 revenue crossed Rs 22,600 crore; company remains loss-making.

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