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Swiggy Instamart’s Net Average Order Value (NAOV) has steadily increased over the last three quarters — rising from ₹400 in Q4 FY25 to ₹488 in Q2 FY26, marking a 22% jump.
In contrast, Blinkit’s NAOV has remained relatively stable between ₹520–₹546, showing a mature, premium consumer base. The narrowing spread between the two (₹36 in Q2 FY26 vs ₹111 a year earlier) signals basket size expansion and improved SKU mix for Swiggy.
What It Means
- Shift Toward Higher-Value Baskets: Swiggy Instamart’s growth in AOV reflects a pivot toward larger grocery and essentials orders instead of low-ticket convenience runs.
- Blinkit’s Premium Stability: Blinkit continues to operate with higher pricing and affluent consumer concentration, particularly in top-tier cities, reinforcing its premium positioning.
- Category Maturity: Both platforms are seeing stabilization in order frequency and price elasticity — early signs that India’s quick commerce market is maturing beyond impulse purchases into planned, higher-value transactions.
