Qcomm hits Rs 11,000 cr GMV as Swiggy, Zepto chase profits while Zomato hunts customers

India's quick commerce GMV hit Rs 11,000 crore with 100% YoY growth. Zomato chases customer acquisition while Swiggy Instamart and Zepto focus on AOV, retention and profitability. Eight players including Amazon, Flipkart, JioMart and BigBasket intensify competition; tier-2 expansion underway.

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Source published First seen

Read the source at NDTV Profitndtvprofit.com

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Channel facts

GMV Rs 11,000 crore Jan 2026
  • Zepto CAC per order Rs 4.31 FY26 vs Rs 21.72 FY24

Other figures in the source Blinkit in 40 citiesfashion 3.4X growthmobile 2.4Xepharma 115%home & furniture 90%

What it means for online and offline

Instamart's 100-city footprint vs Blinkit's 40 signals divergent expansion playbooks, creating M&A opportunities in regional dark-store networks, non-grocery category specialists (epharma +115%, home +90%), and last-mile tech enabling sub-Rs 5 CAC.