D2C brands hit ₹100 cr in 15 months as quick commerce rewrites consumer playbook
Beyond Appliances, Underneat, SuperYou and Palmonas are scaling to ₹100 crore in 15-18 months via Blinkit, Zepto and Instamart, with QC projected to drive 60-75% of online sales in FY26. But 30-35% commissions and tightening listing slots threaten margins as incumbents like ITC, Tata and Parle crowd in.
What happened
Indian D2C brands like Beyond Appliances, Underneat, SuperYou and Palmonas are hitting ₹100 crore revenue in 15-18 months, driven by quick commerce platforms
Key facts
- ₹100 crore in 15 months
- ₹200 crore in 2-3 years
- 60-75% online sales via QC in FY26
- QC commissions 30-35%
- modern trade 25%
- traditional 18-22%
- category growth 60-80%
Why this matters
The 15-month path to ₹100 cr makes QC-native D2C brands acquisition-ripe before incumbents replicate them organically; prioritize targets with defensible category share and proprietary formulation over those reliant solely on platform velocity.