How Blinkit came to control more than half of India’s most cutthroat market

25/09/2025 11 min Episodio 584
How Blinkit came to control more than half of India’s most cutthroat market

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Episode Synopsis


Blinkit now controls more than half of India’s quick commerce market, a sector long thought too competitive, too crowded, and too expensive for anyone to dominate.From its ever-expanding network of dark stores that powers its 10-minute deliveries to the recent, bold pivot toward an inventory-led model, Blinkit’s rise is built on a mix of speed, scale, and risk.But rapid expansion also brings higher costs and greater exposure. Has Blinkit created a sustainable advantage, or has it built a fragile empire that could be tested soon?Tune in. Compete in India's first and only case competition. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
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