Ecommerce
Blinkit adds 308 dark stores, order value hits ₹20,940 crore
Quick-commerce arm reaches 2,751 facilities and turns adjusted EBITDA positive while targeting 3,500 by March 2027.
Ananya Rao, Editor··4 min read
Ecommerce
Quick-commerce arm reaches 2,751 facilities and turns adjusted EBITDA positive while targeting 3,500 by March 2027.
Ananya Rao, Editor··4 min read
Eternal’s Blinkit reported net order value of ₹20,940 crore for the September quarter, up 79% year-on-year. The platform added 308 net dark stores to reach 2,751 and posted adjusted EBITDA profit of ₹184 crore against a year-ago loss. Management raised the March 2027 store target to 3,500 from 3,000.
Average daily orders and category breadth expanded as the network pushed deeper into smaller cities. Adjusted EBITDA margin reached 0.9% of net order value on better utilisation.
For a dark-store picker or rider the extra facilities cut travel time and raise orders per hour during evening peaks. A new store in a tier-2 catchment can flip local kirana top-up habits toward 10-minute delivery within weeks.
308 new dark stores turn Blinkit profitable on a sharply higher order base.
Blinkit’s scale pressures Instamart and Zepto on density and availability while forcing traditional grocers to defend share with their own quick options or private label. Marketplace players adding micro-fulfilment feel the same heat.
Watch the path to 3,500 stores by March 2027 and any festive order-value spike commentary in the next shareholder note.
Filed under Ecommerce·Ananya Rao
Readers' mark
Be the first to mark this story.
Ask the desk
Signed-in readers can put a question to the desk. We file a short take on this story — not a press release.
Ecommerce
Omnichannel beauty and fashion revenue rises 28% to ₹3,006 crore as physical doors pass 200.
Ananya Rao · 6 Nov · 4 min read
Ecommerce
Revenue climbs 28% to ₹3,006 crore on beauty GMV and store adds; quick-commerce push and Simply Nam buy raise stakes for rivals and kiranas.
Ananya Rao · 5 Nov · 4 min read
Ecommerce
Premium phones and big TVs drive trade-up; kiranas and dark stores lose share of festive baskets beyond metros.
Ananya Rao · 4 Nov · 4 min read