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Analyst Corner: Decoding Blinkit’s Latest Numbers To Understand India’s Quick-Commerce Growth Story, with Manik Bhatia

Blinkit continues to be the quick-commerce market leader in India with over 50% market share despite stiff competition from long-standing competitors Zepto and Swiggy. The quick-commerce vertical turned profitable—a first for the company, posting adjusted EBIDTA of $0.04 million compared to a loss of $11.5 million during the same period last year.

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Flipkart Big Billion Days 2025: Wrap-Up—Sales-Tax Reforms, Quick Commerce and “Trust Shield” Shape Growth

We present key insights from Flipkart’s Big Billion Days (BBD) 2025, which ran alongside major festive events in India. This wrap-up explores how GST reforms, rapid expansion in quick commerce and new post-purchase trust features helped Flipkart capture pent-up demand and set the tone for sustained momentum through Diwali and the holiday season.

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