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Blinkit’s Net Order Value (NOV) surged to ₹11,679 crore in Q2 FY26 - a 137% year-on-year growth, its highest quarterly value to date.
NAOV (Average Net Order Value per Day per Store) refers to the average daily sales generated per Blinkit dark store, net of discounts and cancellations.
This growth reflects both network expansion (with 272 new dark stores added during the quarter) and strong order frequency across metros and Tier-1 cities.
The company’s consistent scaling from ₹1,876 crore in Q1 FY24 to nearly ₹12,000 crore in Q2 FY26 underscores its dominant position in India’s quick commerce space. Demand growth was driven by fresh categories such as beauty, electronics accessories, and festive gifting - alongside a steady rise in average order value.
Zomato’s integration of Blinkit into its delivery and ad ecosystem has also boosted cross-platform traffic and merchant visibility, supporting higher order throughput and operational leverage.
What It Means:
Blinkit has entered a hypergrowth phase that’s transforming India’s convenience economy. The sustained 100%+ growth across quarters signals that quick commerce is moving beyond essentials into broader lifestyle categories — capturing everyday discretionary demand.
With NOV now contributing nearly a third of Zomato Group’s total order value, Blinkit is no longer a loss-making experiment but a core growth engine.
The challenge ahead will be maintaining fulfillment speed and unit economics as store density increases - especially in non-metro clusters where spending per order remains lower.
