₹3/litre fuel hike forces BigBasket, Zippee, MilkyMist to rethink free delivery, MOVs and MRPs
A ₹3/litre petrol-diesel hike lifts last-mile costs 2-5% and cold-chain prices 12-18%, with fuel already 20-30% of last-mile opex. BigBasket leans on 40% EV fleet; Zippee, MilkyMist, iD Fresh, ColdStar, StoveKraft and WellBe weigh 6-8% MRP hikes, tighter free-delivery thresholds and curbed ultra-fast SLAs.
What happened
₹3/litre petrol-diesel hike pressures Indian logistics, quick commerce and FMCG firms. BigBasket, Zippee, MilkyMist, iD Fresh, ColdStar, StoveKraft, WellBe
Key facts
- ₹3/litre fuel hike
- 20-30% last-mile opex from fuel
- 2-5% last-mile cost rise
- 40% EV deliveries at BigBasket
- 17-25% input cost rise
- 5-7% cascade
- 12-18% cold-chain price rise
- 5-8% WellBe cost rise
- 6-8% MRP hike planned
Why this matters
Fuel-driven cost pressure opens windows for EV last-mile fleet acquisitions, cold-chain consolidation plays, and partnerships that let asset-light players like iD Fresh and MilkyMist offload delivery economics.