Two years after its launch, Walmart-owned Flipkart is rapidly closing the gap with India’s quick-commerce pioneers, including Swiggy’s Instamart, Blinkit, and Zepto. Flipkart’s Minutes service, which debuted in August 2024 as the e-commerce giant’s foray into quick commerce, is now delivering 1.1 million to 1.2 million orders a day, up from about 390,000 to 400,000 in November. This remarkable growth has put the two-year-old service close to Instamart, which is delivering about 1.4 million orders a day, according to a person familiar with its operations.

Flipkart’s Aggressive Expansion

Flipkart’s Minutes has fueled its growth with an aggressive expansion of its delivery infrastructure. The company now operates about 1,020 to 1,050 micro-fulfillment centers – essentially small warehouses located close to customers specially to handle quick deliveries – up from 600 in January and about 340 a year ago, one of the sources told TechCrunch. The company is adding around 100 such facilities a month, the source said, aiming to have 1,500 by the end of 2026.

Flipkart’s advantage goes beyond adding dark stores. The company can tap an enormous pool of existing e-commerce customers it has already spent years and billions of dollars acquiring, giving Minutes a ready audience for faster deliveries, Satish Meena, an adviser at Datum Intelligence, told TechCrunch.

“Flipkart is already a serious player,” Meena said. “Once you open 1,000 dark stores and [are] doing a million orders per day, it’s serious enough.”

Minutes is also seeing customers return and shop more frequently. About 65% to 70% of customers making purchases on the service each month are repeat buyers, while transactions per customer have increased 50% to 60% from a year earlier, people familiar with the matter said.

Those customers are spending an average of about ₹400 to ₹500 (about $4.20–$5.20) per order, with fruits and vegetables, staples, dairy, and meat among the fast-growing categories, the sources said. Flipkart is also expanding its selection of higher-end gourmet products, including organic and artisanal items, as it looks to capture more of customers’ spending on Minutes.

Even as Minutes has expanded, its average delivery time has fallen to about 11 minutes, from 13 minutes a year ago, one of the sources told TechCrunch.

Amazon’s Quick-Commerce Push

Flipkart’s growth comes as quick commerce takes a bigger role in how Indians shop online, even as broader consumer demand has shown signs of weakness. In a recent report, Bernstein analysts said while the country’s consumption growth softened in July, a shift toward quick commerce and e-commerce continued, with quick-commerce platforms recording healthy growth in monthly active users.

Similar to Flipkart, Amazon is striving to gain its share in the Indian quick-commerce market. The Seattle-based company has been expanding Amazon Now, its quick-commerce service, as it seeks to bring the instant-delivery model to its existing e-commerce customer base.

During CEO Andy Jassy’s visit to India in June, Amazon stated that Now became its fastest-growing business in India, with orders doubling every quarter since launch. The company also laid out plans to take the service to more than 300 cities and set up a network of more than 1,000 micro-fulfilment centers, alongside larger facilities aimed at expanding the range of products it can deliver within minutes.

The quick commerce expansion is increasingly defensive as well as offensive for both Flipkart and Amazon, Meena told TechCrunch. As consumers grow accustomed to receiving certain purchases almost immediately, the e-commerce giants risk losing those transactions to specialist quick-commerce platforms if they cannot offer comparable speed.

“Can you go back to scheduled delivery now in grocery? No,” Meena said. “You will not go back.”

Instamart, the smallest of the three established leaders by order volume, still has substantial scale. Earlier this month, Swiggy said the quick commerce service has more than 14 million monthly transacting users and operates over 1,200 dark stores across over 130 cities. The company has also been narrowing Instamart’s contribution-margin losses, with more than 45% of its dark-store network now contribution-margin positive.

Nonetheless, Flipkart’s rapid growth in the quick-commerce market has made it a force to be reckoned with. The company’s ability to tap into its existing customer base and expand its delivery infrastructure has put it in a strong position to challenge the dominance of Instamart, Blinkit, and Zepto.

As the battle for India’s shoppers intensifies, one thing is clear: the quick-commerce market is here to stay, and both Flipkart and Amazon are vying for a piece of the action.

Key Statistics:

• Flipkart’s Minutes service is delivering 1.1 million to 1.2 million orders a day.
• Instamart is delivering about 1.4 million orders a day.
• Flipkart operates about 1,020 to 1,050 micro-fulfillment centers.
• Flipkart aims to have 1,500 micro-fulfillment centers by the end of 2026.

By expanding its quick-commerce service and tapping into its existing customer base, Flipkart is well-positioned to challenge the dominance of Instamart, Blinkit, and Zepto in the Indian market.

However, Amazon’s push into the quick-commerce market will also be a major factor in determining the outcome of this battle for India’s shoppers.