Zepto doubles FY26 revenue to Rs 22,624 cr ahead of IPO; q-comm share hits 35%

Updated DRHP shows revenue up 103.6% to Rs 22,624 cr in FY26, but net loss widened to Rs 5,905 cr. Quick-commerce order share climbed to 35% across 1,139 dark stores serving 47.97 mn annual users. Founders skip OFS as Nexus, Contrary and Kaiser Permanente partially exit; ED has sought FEMA disclosures.

— Source publishedTue, 9 Jun, 2026, 21:14 IST·First seen Tue, 9 Jun, 2026, 22:25 IST·Source Financial Express · BrandWagon

What happened

Zepto's UDRHP shows FY26 revenue doubled to Rs 22,624 cr with losses widening to Rs 5,905 cr. Quick-commerce order share rose to 35%; founders skip OFS while

Key facts

  • Revenue Rs 22,624 cr FY26
  • up 103.6%
  • Net loss Rs 5,905 cr
  • Fresh issue Rs 8,010 cr
  • OFS 113.5 mn shares
  • Q-comm order share 35%
  • 1,139 dark stores
  • 47.97 mn annual users
  • 46,623 SKUs
  • Q4 revenue Rs 7,498 cr

Why this matters

Zepto's 35% q-commerce share and aggressive store expansion reset the M&A benchmark for grocery and last-mile assets, pressuring Blinkit, Instamart and traditional grocers to consolidate or partner.