Zepto targets 1,904 new dark stores as quick-commerce race intensifies
Zepto’s IPO disclosures point to a scale-and-productivity battle with Blinkit and Instamart. Blinkit leads on network size and FY26 revenue, while Zepto reported roughly 2,140 daily orders per dark store and plans ₹1,629 crore of expansion investment through FY30.
Zepto’s updated IPO filing highlights intensifying Indian quick-commerce competition with Blinkit and Instamart. Zepto leads dark-store productivity and plans major expansion, while Blinkit retains the largest network and revenue lead. Profitability, advertising monetisation and network utilisation remain key investor watchpoints.
Why this matters
The plan extends Zepto’s recent focus on denser dark-store economics and follows signals on Blinkit’s scale and revenue lead and the Zepto-Blinkit-Instamart race in India’s quick-commerce market.
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