Blinkit CEO warns of impending quick-commerce shakeout in India

Business
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CNBC TV18•09-12-2025, 14:13
Blinkit CEO warns of impending quick-commerce shakeout in India
- •Blinkit CEO Albinder Dhindsa warns India's quick-commerce sector faces a shakeout due to rising capital needs and shrinking investor appetite.
- •Dhindsa states companies must address heavy losses, despite billions in global investment, as funding tightens and burn rates remain high.
- •Blinkit plans disciplined expansion, focusing on profitable growth, efficient sourcing, and addressing infrastructure in smaller towns.
- •The market sees intense competition from Amazon, Flipkart, and Reliance, alongside structural supply chain challenges.
- •Dhindsa predicts industry consolidation, sharper category bets, and reduced discounting as companies balance ambition with costs.
Why It Matters: Quick-commerce faces a shakeout, impacting future delivery services in India.
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