Second fuel hike in a week squeezes Zomato, Swiggy, Blinkit, Zepto delivery economics
Cumulative Rs 4/litre petrol-diesel hike in seven days, plus CNG up Rs 2/kg, will lift last-mile and cold-chain costs for quick commerce, food delivery, FMCG logistics and dairy. Riders face Rs 600-900 higher monthly commute spend; aviation hit via ATF, which is 30-40% of opex.
Second petrol/diesel hike in a week (~Rs 4/litre cumulative) will raise costs for quick commerce riders, food delivery, FMCG logistics, dairy, perishables, and aviation, pressuring margins at Zomato, Swiggy, Blinkit, Zepto and grocery retailers over coming months.