India’s food regulator FSSAI has asked quick-commerce firm Blinkit to explain complaints that poor-quality eggs were sold on its platform. The watchdog took suo-moto cognisance of consumers’ social media complaints and wrote to Blink Commerce Pvt Ltd, seeking a comprehensive action taken report within one week. Complainants alleged bad odor and a rubber-like texture. FSSAI also warned that e-commerce food operators must ensure online listings match physical labels and that sellers display valid FSSAI licenses or registrations.
Amazon’s 10-minute delivery push is escalating pressure on India’s quick commerce leader Blinkit. As rivals battle for the same urban, high-frequency shoppers, Blinkit is adjusting beyond its earlier premium-focused strategy. Amazon, meanwhile, leans on Prime membership to combine speed with a wider selection, aiming to steal share where timing matters most.
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Amazon’s push into quick commerce is unsettling Blinkit, despite the move arriving later than competitors. The latest ETtech dispatch also flags fresh insurance models gaining traction, signaling how marketplaces and adjacent services are reshaping consumer expectations. Together, these developments point to intensifying competition and faster product and policy journeys for customers.
Eternal’s new CEO Albinder Dhindsa inherits a strong-looking Q4 FY26, with profits up 4.5x YoY. But the key red flag is under the headline: without other income, the quarter turns into a loss as expenses spike 185%. The firm’s triple play—Blinkit quick commerce, Zomato delivery, and District going-out—shows scale now, margins later.
Thomas Cook India has boosted its prepaid Forex Card range to 28 global currencies, aiming to match rising travel demand for emerging destinations. With more local-currency options, travelers can make smoother transactions abroad. The firm is also leveraging its partnership with Blinkit to speed up forex loading, adding convenience ahead of international trips.
Eternal’s Q4 FY26 performance looks explosive on paper: profits jumped 4.5X and operating revenue surged 196%, led by Blinkit. But the company’s profitability hangs by a thread, with a large share propped up by other income while expenses rise almost as fast as revenue. The roundup also includes Snabbit’s $56M raise, Cashify’s IPO chatter, and more startup updates.
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Blinkit has reported its second consecutive quarter of positive adjusted EBITDA, signaling improving profitability even as growth moderation sets in. ETtech unpacks what this shift from pure expansion toward efficiency could mean for rivals, including tougher pricing pressure, tighter unit-economics focus, and a possible scramble to secure the most profitable customer and delivery zones.
Eternal, the parent of Zomato and Blinkit, reported a blockbuster March quarter with revenue up threefold and net profit rising 4.5 times. Improved quick commerce margins helped drive the turnaround, while net order value crossed $10 billion across businesses. The company expects that figure to double in two years, with Blinkit’s growth projected to exceed 60% over the next three years.
Zomato and Blinkit parent Eternal posted strong performance for the March quarter, triggering a sharp Q4 uptick. Investors are also watching what the company’s refreshed strategy could mean for its next phase, as ETtech reports additional developments alongside the earnings headline. The results underline continued execution amid fierce competition in quick commerce and food delivery.
Eternal’s going-out arm District posted strong Q4FY26 growth, outperforming the company’s food delivery business and signaling a pivot toward building separate “super brands” across food, quick commerce and experiences. Its Blinkit quick commerce unit also expanded rapidly, while FY26 recorded significant user transactions, underlining Eternal’s push to become a wider consumption ecosystem.
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Zomato’s parent Eternal Limited reported a strong March quarter, with PAT rising to Rs 174 crore. Revenue from operations surged 196% year-on-year to Rs 17,292 crore, aided by Blinkit’s fast growth and an inventory-led quick commerce accounting shift. Adjusted EBITDA also climbed 160%. Management expects growth to sustain above 60% CAGR, driven by assortment, geography expansion and higher demand density.
Eternal’s quick commerce arm Blinkit delivered a dramatic sequential profitability leap in the March quarter, with adjusted EBITDA rising more than 9X to ₹37 crore. The surge came alongside fast scaling in order value and store expansion, even as the company warned that aggressive discounting is creating “poor-quality growth” and low-margin SKU dependence. Blinkit expects a stronger rebound in Q1 FY27.
Blinkit, India’s leading quick commerce firm, says it expects growth to moderate as its customer base and footprint expand. The company reported improving profitability for a second straight quarter. Founder Albinder Singh Dhindsa points to new geographies and product categories as major upside, but warns that heavy competition and aggressive discounting could dilute growth quality.
HSBC keeps a Buy on Eternal but cautions growth may be uneven, pointing to intensifying quick commerce competition as a key risk for Blinkit. The broker warns premium pricing and mounting market-share pressure from aggressive rivals could trigger near-term volatility. Still, HSBC expects strong long-term value with sizable EBITDA growth and potential upside of 40–50% over the coming years.
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Reliance Industries is accelerating its quick commerce push by converting more than 20,000 stores into local fulfillment centers. The strategy is already paying off: hyperlocal orders have surged fourfold in Q4, threatening the dominance of Blinkit and Zepto while reshaping how consumers buy groceries, electronics, and fashion on fast delivery timelines.
DMart is accelerating its physical footprint, adding 65–70 stores yearly and targeting 2,200 locations by 2030, with each mature outlet earning steady 5–6% margins. Meanwhile, quick commerce firms like Blinkit and JioMart are winning app users and orders via 10-minute delivery, but are still heavily loss-making. The two models are diverging because they serve different shopping moments and economies by city density.
After breakneck expansion, quick commerce players Blinkit and Instamart are expected to show moderated growth in the January–March quarter. Analysts say the shift comes as firms move from pure expansion toward margin improvement and profitability, tempering growth metrics while strengthening financial discipline. The reset signals a new phase for the category’s competitive playbook.
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