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Blinkit widens lead as India’s quick-commerce war intensifies
India has several apps that deliver groceries and other items very quickly.
CLSA compared how often people used these apps, using data from Sensor Tower.
Blinkit had the most weekly active users, at about 36 million.
Its user base grew faster than those of most major competitors during the quarter.
Zepto was the second-largest standalone app in the comparison.
Instamart also grew quickly, especially during the latest four-week period.
However, using an app during a week does not necessarily mean a person placed an order.
Swiggy’s Super app also combines quick commerce with other services, so comparisons with standalone apps are not exact.
Blinkit’s average weekly active users reached 36 million in the second quarter of FY27, with quarterly growth accelerating to 13.1%.
Zepto remained the second-largest standalone quick-commerce app, with 23.4 million weekly active users in the latest data.
Swiggy Instamart’s quarterly weekly active users grew 13%, while its latest four-week growth reached 23%.
Blinkit recorded 243.3 million cumulative downloads and a 15% weekly-active-user-to-download ratio, ahead of Zepto’s 14%.
CLSA cautioned that weekly active users do not directly represent orders, transacting users, revenue, or profitability.
- Who
- Blinkit, Zepto, Swiggy Instamart, BigBasket, JioMart, and DMart Ready were among the platforms compared by CLSA.
- What
- CLSA’s analysis found that Blinkit continued to lead India’s quick-commerce market in weekly active users and widened its gap over competitors.
- Where
- India.
- When
- The analysis covered the second quarter of FY27, the latest four weeks, and data available as of September 30.
- Why
- The comparison assessed platform activity and user growth using weekly active-user and download data sourced from Sensor Tower.
Key facts
- Blinkit quarterly weekly active users
- 36 million average weekly active users in 2QFY27
- Blinkit quarterly growth
- 13.1% quarter-on-quarter, up from 9.6% in the previous quarter
- Zepto weekly active users
- 23.4 million in the latest comparison
- Instamart quarterly growth
- 13% quarter-on-quarter, up from 8% previously
- Blinkit downloads
- 243.3 million cumulative downloads
- Blinkit weekly-active-user-to-download ratio
- 15%, compared with 14% for Zepto
- Data limitation
- Weekly active users may not translate directly into orders, transacting users, revenue, or profitability
Sources
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