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Blinkit has continued its rapid ascent in India’s quick commerce market, crossing 20.8 million monthly transacting users (MTUs) in Q2 FY26, up sharply from 16.9 million in the previous quarter.
In contrast, Swiggy Instamart reached 12 million users, growing steadily but lagging behind Blinkit’s pace. The widening gap marks a pivotal shift, with Blinkit now commanding a decisive lead in both user base and order frequency.
What It Means
- Category Leadership Cemented: Blinkit’s integration within Zomato’s ecosystem (via app cross-promotion and Gold membership benefits) continues to fuel exponential growth.
- Swiggy Instamart Slower Uptake: Despite its large store network, Instamart’s user growth has plateaued, signaling stronger engagement challenges compared to Blinkit.
- Quick Commerce Maturity: The market’s next phase will hinge less on user acquisition and more on retention, frequency, and profitability, where Blinkit’s loyalty loop gives it a distinct edge.
