FRIDAY, 6 NOVEMBER 2026

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.

, Editor··4 min read

Rows of inventory bins and packing tables under cool lights in an empty dark store warehouse
Rows of inventory bins and packing tables under cool lights in an empty dark store warehouse

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

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