Quick Commerce Leader with Big Numbers!
India’s quick commerce revolution is no longer just about speed. ZEPTO, one of the fastest-growing startups in the sector, has reported ₹11,110 crore in FY25 revenues, marking its biggest increase to date. Losses have narrowed, thanks to better order economics and higher average order values. This suggests that profitability, which has been a concern in this industry, may be within reach.
As the industry consolidates, Zepto shows that scale and operational discipline can go hand in hand.
The Motilal Oswal Bet and IPO Optics
The ₹400 crore infusion from Motilal Oswal brings more than just new capital:
- Strengthens Indian institutional ownership, a good sign ahead of the listing.
- Improves perceptions around governance and trust.
- Enhances the balance sheet, lowering pre-IPO risk.
For investors, this marks a significant change. Zepto is not just chasing growth; it is also forming a stable, investable story.
Fixing Consumer Trust Before Going Public
Zepto’s recent policy change on free delivery aligns with Blinkit and Swiggy Instamart. This move is strategic:
- It addressed lingering criticisms of “dark patterns.”
- It reduced regulatory and reputational risks.
- It boosts consumer loyalty with clearer processes.
For companies preparing for an IPO, tackling these issues early helps protect valuation and investor sentiment.
Stretching Boundaries: Partnership with HoABL
Perhaps the most surprising development is Zepto’s partnership with House of Abhinandan Lodha (HoABL) for land investment. Through the Zepto app, consumers can now:
- Search for land projects
- Vrindavan plots directly on the app.
- Start with a small, refundable token amount to express interest.
- Connect with HoABL experts within 10 minutes via a video call.
This partnership is important. It pushes Zepto beyond groceries, positioning it as a tech-driven marketplace for aspirational, high-value items.
Investor Takeaway: IPO Readiness
With ₹11,110 crore in revenue, a stronger funding base, streamlined operations, and category expansion, Zepto is creating a narrative that investors can trust. The brand is no longer just a 10-minute delivery app; it is carefully crafting a long-term investment story for Dalal Street.
As it gets ready for its IPO, the key question isn’t if Zepto can provide speed it’s whether it can achieve sustainable growth, trust, and returns for investors. Based on current indications, it seems capable.