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Brinks Report > Blog > Business > Blinkit’s Surge Shakes India’s Quick Commerce Throne — Zomato Barely Holding On!
Business

Blinkit’s Surge Shakes India’s Quick Commerce Throne — Zomato Barely Holding On!

Dolon Mondal
Last updated: June 5, 2025 3:05 pm
Dolon Mondal
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Trulli

Blinkit is now just 0.6 million weekly users behind Zomato, signaling a massive shift in how Indians shop online. According to CLSA, Blinkit clocked 30.1 million weekly active users (WAUs) by May 26, compared to Zomato’s 30.7 million. The gap between Blinkit and its closest peer in quick commerce widened to 7.7 million—its biggest ever.

This isn’t just a user count. It’s a statement. The way India shops is changing, and fast.

Trulli

Who’s Winning and Who’s Catching Up

Here’s how the race looks now:

  • Blinkit: 30.1M WAUs
  • Zomato: 30.7M WAUs
  • Swiggy (all-in-one app): 24.7M WAUs
  • Instamart (standalone): 8.2M WAUs
  • Zepto: 6.6M WAUs (approx.)
  • JioMart: 6.8M WAUs
  • BigBasket: 4.3M WAUs

Blinkit added 9.3 million users in 2025 so far. Instamart, launched just in January, added 8.2 million. Zepto brought in 3.4 million. JioMart followed with 3 million. Blinkit isn’t just holding the crown—it’s polishing it.

Also Read Competition Heats Up in India’s Job Market: Over 13,451 Apply for a Single Blinkit Job

Orders, Orders, Orders

In March 2025, Blinkit, Zepto, and Instamart together handled over 4.15 million orders a day. Blinkit alone delivered 1.65–1.75 million daily. That’s not just groceries—it’s data, scale, and dominance.

Want to see the real flex? According to Motilal Oswal, Blinkit now holds 46% of India’s quick commerce market. Zepto follows at 29%, Instamart at 25%.

Big Growth, Bigger Burn

All this growth is coming at a steep cost. Industry insiders estimate that companies are burning over ₹5,000 crore per quarter. Zepto is said to be burning over half of that alone. But the bet? It’s that India’s quick commerce market will touch $57 billion by 2030—up from earlier $42B estimates, according to Morgan Stanley.

What’s the Real Story?

The real story isn’t that Blinkit is winning—it’s that quick commerce is no longer “new.” It’s here. And it’s fast becoming the new habit. Blinkit’s rise isn’t a fluke. It’s a blueprint.

So, next time your fridge is empty, remember—you’re part of a $57 billion story in the making.

Also Read Zepto in Turmoil? IPO Shelved as Company Hunts for Emergency Funding

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