Reliance Retail’s quick commerce arm emerges as India’s second-largest by volume
Reliance Retail’s quick commerce platform JioMart recorded a daily order run rate of 1.6 million orders by the end of December 2025, marking a sharp acceleration during the October–December quarter, according to the company’s Q3 FY26 investor presentation.
The run rate reflects a 53% quarter-on-quarter jump and over 360% year-on-year growth in average daily orders, underlining JioMart’s aggressive scale-up in India’s fast-growing quick commerce segment.
Market position strengthens
Based on disclosed volumes, Reliance said JioMart has become India’s second-largest quick commerce player by order volume, trailing Blinkit, which averaged around 2.4 million daily orders in the July–September quarter. Swiggy Instamart handled roughly 1.1 million daily orders during the same period.
Customer growth and engagement
During the December quarter, JioMart added 5.9 million new quick commerce customers. Reliance Retail’s registered customer base expanded to 378 million, up 12% year-on-year, while total customer growth stood at 43% year-on-year.
Overall digital transactions across Reliance platforms rose 48% year-on-year to 524 million in Q3 FY26, supported by the addition of 6 million new transacting customers, a 120% increase over the previous quarter. Reliance also claimed transaction frequency on its digital platforms is nearly twice that of competitors, though it did not disclose absolute figures.
Offline network powers quick commerce
JioMart’s growth is closely tied to Reliance Retail’s vast offline footprint. The company operates 19,979 stores across formats, many of which act as fulfilment points for hyperlocal deliveries, complemented by an expanding dark store network. This structure has helped reduce average delivery distances, a key cost lever in quick commerce.
The platform now services over 5,000 pin codes across more than 1,000 cities, supported by over 3,000 stores.
Financial backdrop
Quick commerce now contributes around 20% of Reliance Retail’s total revenue, up from 18% a year ago. In Q3 FY26, Reliance Retail reported gross revenue of Rs 97,605 crore, up 8% year-on-year, while EBITDA stood at Rs 6,915 crore, with margins moderating due to festive promotions and continued investments in hyperlocal commerce.
Keep building. Keep learning. Keep growing with StartupByDoc.