Blinkit

From Sebi's investor-friendly rule changes and PM Modi's West Asia tour to debates on power grid reform, shrimp exports and a Zomato biography, here's today's Best of BS Opinion.

Eternal remains the leader and Blinkit has the best financials and the best unit economics

According to JM Financial, Blinkit's net order value (NOV) growth is likely to slow to around 13 per cent Q-o-Q in Q3FY26, compared with 25 per cent and 27 per cent growth in Q1 & Q2, respectively.

Flipkart Minutes plans to double its dark stores to 1,000 and expand to 60+ cities by early 2025, intensifying the quick-commerce race amid surging demand and rising competition

Zomato in 2024 had raised ₹8,500 cr via QIP

Global investors including SoftBank, Temasek. and West Asian sovereign funds have poured billions into the sector, making it the world's most closely watched experiment in rapid deliveries

Blinkit has rolled out a new feature that lets users add items after ordering while it is still being packed, without extra delivery charges, said CEO Albinder Dhindsa

Nearly half of all packaged foods sold on India's online grocery and quick-commerce apps are ultra-processed or high in fat, sugar and salt, raising health concerns for Gen Z consumers

Amazon Now is scaling its instant delivery network rapidly, aiming to open two new dark stores daily and reach over 300 micro-fulfilment centres by 2025-end

Eternal has invested another ₹600 crore in Blinkit to support expansion and operating needs, marking its third infusion this year as competition in India's quick commerce space intensifies

The report showed that consumers are getting increasingly dependent on qcom platforms, and the frequency of shopping is also on the rise

Eternal founder Deepinder Goyal says upright posture reduces blood flow over decades, proposes inversions as countermeasure

The move extends delivery times and lowers per-order payouts for delivery partners

Notably, the platform fee is an amount companies charge for operations like running and maintaining their applications, while the delivery fee goes to delivery partners

Swiggy's food delivery (FD) arm continued its solid performance in the September quarter (Q2FY26), driven by sustained order growth and operational efficiency.

Eternal, the parent company of Zomato and Blinkit, reported a consolidated net profit of ₹65 crore for Q2 FY26, marking a 63% YoY decline from ₹176 crore in the same quarter last year.

Eternal shared the development while announcing the results for the second quarter of FY26 (2025-26)

.

Through this collaboration, Blinkit will provide doorstep delivery of Thomas Cook's Borderless Travel Card (for leisure travellers) and Study Buddy (for students) in Delhi, Bengaluru, and Mumbai

The Eternal Food Delivery business (EFD) is also seeing improving profitability in the duopoly FD market