Synopsis
According to data shared by the company, average daily orders in hyperlocal commerce grew over 300% year-on-year in the fourth quarter and 29% quarter-on-quarter, indicating growing consumer adoption and a wider delivery footprint.Listen to this article in summarized format
According to Reliance, the platform has acquired 5.8 million new customers in Q4 alone, and its registered customer base is up 98% YoY.
JioMart reaches over 5,100 pin codes across more than 1,200 cities, serviced by a network of over 3,100 stores, making it one of the widest hyperlocal ecommerce networks in the country, Reliance Retail CFO Dinesh Taluja said during the earnings call.
"This is the widest network that any hyperlocal has in this country,” Taluja said, adding that the "digital platform continues to scale very rapidly".
Reliance Retail has also integrated its electronics stores and over 1,700 fashion outlets onto the platform, enabling two-hour delivery -- a service he said is unique given the network density.
"Now, that's pretty unique to us because nobody has the kind of network density to be able to offer this service," he said, adding, "most people do multi-categories through their dark stores, but the assortment is very limited. However, in our case, we are able to offer the entire full store assortment on a hyperlocal basis."
Over the past two years, quick commerce platforms have expanded rapidly. Reliance competes with incumbents Blinkit, Zepto and Swiggy's Instamart. Competitive intensity increased further when ecommerce majors Amazon India and Flipkart entered the segment.
Blinkit's dark store network was at around 2,027 as of December 31, 2025, the largest of the three. The Gurugram-based quick commerce firm has set a target of 3,000 stores by March 2027, in what is the most aggressive scale-up for a large player in the space. Instamart's count stood at 1,034 in the same quarter, while ET reported that Zepto operates 1,100 dark stores currently.
