Blinkit beats Zomato — in order value 🚀

For the first time ever, Eternal’s quick commerce arm has overtaken its food delivery business in both gross and net order value — officially becoming the company’s largest B2C growth driver 📈

Q1 FY26 tells the story:

🟢 Net Order Value: Blinkit ₹9,230 Cr | Zomato ₹8,967 Cr
🟡 Gross Order Value: Blinkit ₹11,821 Cr | Zomato ₹10,769 Cr

Quick commerce now powers nearly 50% of Eternal’s $10B+ annualised B2C order value 💰 — a remarkable pivot in just a few quarters!

What’s driving this shift?

🔸 Blinkit’s revenue more than doubled YoY to ₹2,400 Cr
🔸 Monthly transacting users: 16.9 million 👥
🔸 243 new dark stores added in Q1 alone 🏬
🔸 Total network: 1,544 — the largest of its kind in India 🇮🇳

And starting September 1, Blinkit moves to an inventory-led model 📦 — promising better margins, tighter quality control, and faster deliveries⚡.

Zomato laid the foundation 🍽
Now, Blinkit is driving Eternal’s next growth phase — and quick commerce is no longer the underdog 🛒

#MarketMoves #EarningsUpdate #Blinkit #Zomato
#QuickCommerce #PaytmMoneyInsights