Quick Commerce's Real Numbers in India, Halfway Through 2026

Three apps you open when you've run out of milk are now moving more money than some entire e-commerce categories did five years ago.

The market at a glance

• 45% / 27% / 21% — the rough quick-commerce market split between Blinkit, Swiggy's Instamart, and Zepto, in that order, as of the most recent tracking.
• ₹11,110 crore — Zepto's FY25 revenue (about $1.3 billion), up roughly 150% year-on-year from ₹4,454 crore in FY24.
• ₹11,821 crore — Blinkit's gross order value in the quarter ended June 2025, a number that quietly overtook Zomato's own food-delivery business for the first time.
• $5.38 billion — India's quick-commerce market size in 2025, on a trajectory toward roughly $10 billion by 2029.
• ~25% — the share of total quick-commerce GMV now coming from non-grocery categories: electronics, personal care, over-the-counter medicine, even small appliances.

What's actually changed

The early pitch for quick commerce was simple: groceries in ten minutes. That's still the entry point, but it's not where the growth is anymore. Once an app has a dark store within a couple of kilometers of a household, adding SKUs is cheaper than acquiring a new customer — so all three players have spent the last year quietly turning delivery apps into general stores. Zepto's revenue nearly matching a 150% jump isn't coming from more milk orders; it's coming from higher basket sizes across more categories.

Why it matters

For a market this concentrated — three players effectively controlling the category — the interesting question isn't who wins the grocery war, it's what happens when the same dark-store network starts competing directly with pharmacies, electronics retailers, and even small appliance stores. Margins in 10-minute delivery are still thin, and non-grocery expansion is as much about proving unit economics as it is about growth.

Sources

Quick Commerce Statistics & Market Size 2026, DemandSage, Quick Commerce War 2026, StartupFeed.