Technology

Flipkart Minutes Is Closing the Gap With India's Quick-Commerce Leaders

Martin HollowayPublished 4d ago6 min readBased on 11 sources
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Flipkart Minutes Is Closing the Gap With India's Quick-Commerce Leaders
Photo by Nurulloh A.A on Unsplash

Flipkart Minutes is now delivering 1.1 million to 1.2 million orders a day, up from roughly 390,000 to 400,000 in November 2024, according to people familiar with the matter (TechCrunch). The Walmart-backed service launched in August 2024 and has since scaled to approximately 1,020 to 1,050 micro-fulfillment centers — small warehouses positioned close to residential areas so orders can be packed and dispatched within minutes — up from 600 in January and about 340 a year ago.

That growth puts Flipkart Minutes within striking distance of Swiggy's Instamart, which is delivering about 1.4 million orders a day. Blinkit leads the market with 3.4 million to 3.6 million daily orders, and Zepto holds the second position at 2.4 million to 2.6 million, per estimates from market research firm Datum Intelligence (TechCrunch). India's quick-commerce sector as a whole crossed 9 million daily orders in August 2026 (Moneycontrol).

Satish Meena, an adviser at Datum Intelligence, said Flipkart is already a serious player in India's quick-commerce market. The internal metrics support that characterization: about 65% to 70% of customers making purchases on Flipkart Minutes each month are repeat buyers, and transactions per customer have increased 50% (TechCrunch).

The buildout pace is aggressive. Flipkart is adding about 100 micro-fulfillment facilities a month and aims to have 1,500 by the end of 2026 (TechCrunch). The company crossed the 1,000-center milestone in June 2026, opening its thousandth facility in Gorakhpur, Uttar Pradesh, with the network spanning 130-plus cities and over 8,000 PIN codes. Hemant Badri, SVP and Head of Supply Chain, was involved in that announcement.

The trajectory has been steep. Flipkart Minutes reported 16x year-on-year order growth in H2 2025, along with over 53 million unique visitors during that period. The service expanded into 30 new cities, with Gen Z leading platform adoption and fruits and vegetables accounting for 45% of every basket.

Competitors are scaling in parallel. Amazon Now reached 600,000 to 700,000 daily orders by mid-August 2026, up from 470,000 in June (Moneycontrol). BigBasket's quick-commerce arm reached 500,000 to 600,000 daily orders. In June, Flipkart Minutes was at 820,000 daily orders with the highest average order value among rivals at 700 rupees ($7.39) (Reuters). About 25% to 30% of Flipkart's quick-commerce orders come from small towns (TechCrunch).

The competitive dynamics matter because the unit economics — whether each delivery actually makes money after accounting for warehousing, delivery staff, and other costs — are still negative across the board. India's top three quick-commerce firms have collectively lost more than $1.4 billion (123 billion rupees) over the past four years (Bloomberg). Flipkart's expansion is unfolding ahead of a planned IPO, and Amazon launched 30-minute delivery across the United States in May 2026, signaling that the ultra-fast delivery model is not confined to India.

What stands out in these numbers is the velocity of Flipkart Minutes' ramp relative to incumbents who had multi-year head starts. A roughly 3x increase in daily orders over nine months, from November 2025 to August 2026, paired with a 65–70% monthly repeat rate, suggests that Flipkart is not buying transient demand through discounts alone but is building habitual usage. The 50% increase in transactions per customer reinforces that read.

The deeper question is sustainability. The $1.4 billion in cumulative losses across the top three firms is a reminder that quick-commerce in India remains a land-grab financed by patient capital — investors willing to absorb losses for years in exchange for market share. Flipkart, backed by Walmart and heading toward an IPO, can absorb sustained losses longer than venture-funded startups. That structural advantage is already visible in the market: TechCrunch reported in April 2026 that Walmart-owned Flipkart and Amazon are squeezing India's quick-commerce startups (TechCrunch). The pressure on standalone players like Zepto will intensify if Flipkart Minutes reaches its 1,500-center target and closes the daily-order gap with Swiggy and Blinkit.

One data point worth pausing on: the 45% share of fruits and vegetables in every basket. Fresh produce is the hardest category to manage in quick-commerce given shelf life, cold-chain requirements, and quality variance. That Flipkart Minutes has made it the dominant category suggests either a deliberate margin sacrifice to acquire customers, or a supply-chain capability that could prove defensible as the market matures. Either reading implies a bet on long-term category economics over short-term profitability.