Blinkit increased net order value by 79.3 per cent year on year to ₹20,940 crore in the September quarter, lifting dark store numbers across India to 2,751.
The quick-commerce unit added 308 net facilities during the three-month period and turned an adjusted EBITDA profit of ₹184 crore, reversing a ₹156 crore loss reported twelve months earlier.
Parent group Eternal revealed the operational shift in its Q2FY27 shareholder letter, where Albinder Dhindsa raised Blinkit’s network expansion trajectory. The company now plans to cross 3,500 dark stores by March 2027, up from an earlier target of 3,000, with internal blueprints aiming for roughly 5,000 locations by March 2028. Its adjusted EBITDA margin reached 0.9 per cent of net order value for the quarter.
Assortment depth is driving the physical footprint expansion. In the Delhi-NCR market alone, Blinkit increased its available catalogue from roughly 80,000 stock-keeping units in Q4FY26 to about 100,000 SKUs by the end of the September period.
The inventory push moves far past packaged food and household staples. Dark stores are stocking consumer electronics, phone chargers, premium beverages, branded diapers, and gaming consoles, with Dhindsa pointing toward household appliances and gifting items for ten-minute dispatch.
Handling bulkier merchandise changes the operating mechanics inside each depot. Heavier white goods require dedicated storage racking and altered handling procedures, while high-value electronics mandate tighter packaging controls and loss-prevention security. Sourcing arrangements and consumer return processing also differ fundamentally from non-perishable groceries, forcing local managers to balance slow-turning goods against high-velocity essentials.
Internal network data from the operator contradicts the long-held industry assumption that rapid dispatch models function exclusively inside affluent tier-one metro districts.
Source link







