Blinkit's weekly user base of over 30 million within striking distance of Zomato; widens lead over Instamart and Zepto: CLSA

Blinkit's weekly user base of over 30 million within striking distance of Zomato; widens lead over Instamart and Zepto: CLSA

Blinkit is now within striking distance of Zomato’s food delivery app in weekly active users, signalling a major shift in India’s online shopping habits. As of May 26, Blinkit recorded 30.1 million weekly active users, just shy of Zomato’s 30.7 million, and comfortably ahead of Swiggy’s combined app user base, a recent report by CLSA showed.

This comes at a time when quick commerce is growing at a scorching pace, fuelled by rising consumer demand and aggressive expansion by players like Zepto and Swiggy’s Instamart. What started as a convenience-led experiment is fast becoming a default choice for grocery, snacks, personal care, and even fashion in some cities.

According to Sensor Tower data analysed by CLSA, Blinkit, already the category leader, has only widened its lead this year. The gap between Blinkit and its closest peer has grown from 1.79 million WAUs in early January to 7.7 million by late May, its highest ever, the report said.

Even Swiggy, the long-standing rival to Zomato in food delivery, finds itself behind in the quick commerce sprint. Swiggy’s total WAU, across its all-in-one super app, stands at 24.7 million, well behind both Blinkit and Zomato. But its newly launched standalone app, Instamart, is picking up speed. Launched in January, Instamart has already clocked 8.2 million weekly users.

Blinkit has added 9.3 million users year-to-date, while Instamart isn’t far behind with 8.2 million additions, making them the top two gainers in 2025 so far. Zepto, which remains the second-largest standalone quick commerce app, added 3.4 million users in the same period, while JioMart brought in 3 million.

Legacy players are seeing some traction too. JioMart clocked 6.8 million WAUs (up 55 percent year-on-year) while BigBasket registered 4.3 million (up 8 percent).

This user growth mirrors a broader boom in order volumes across the sector. Blinkit, Zepto and Instamart together delivered 4.15–4.45 million orders daily in March 2025, more than double the volumes from a year earlier, Moneycontrol previously reported. Blinkit led the pack with 1.65–1.75 million daily orders, followed by Zepto at 1.45–1.55 million, and Instamart at 1.05–1.15 million.

All this is being underwritten by an enormous capital push. Companies are pouring money into faster deliveries, deeper assortments, and wider dark store networks. Eternal (formerly Zomato) CEO Deepinder Goyal said in March that the industry is burning over Rs 5,000 crore each quarter—and Zepto alone accounts for more than half of it.

A recent Motilal Oswal report pegged Blinkit’s market share at 46 percent, followed by Zepto at 29 percent and Instamart at 25 percent. Analysts at Morgan Stanley have also revised their estimate for India’s quick commerce total addressable market (TAM) to $57 billion by 2030, up from an earlier $42 billion forecast, citing faster-than-expected adoption and deeper expansion beyond metros.

With quick commerce booming and user numbers climbing fast, the battle for India’s instant delivery crown is heating up, and Blinkit is firmly in the lead.