India · Digital commerce

India — Quick commerce

Quick-commerce demand is visible in company filings, but gross order value, net order value, active users and store counts have different definitions. This topic will chart each disclosed series only after its periods and definitions pass publication checks.

Part of the research desk India consumer payments and prices. No approved quick-commerce serving snapshot is available yet; the published UPI and CPI comparisons remain available there.

OrdersAwaiting snapshotCompany-quarter count; missing periods stay blank.
Order valueAwaiting snapshotGross and net definitions remain separate.
Dark storesAwaiting snapshotQuarter-end store count, not annualised.

Source-gated chart

Orders and order value

No chart is shown until a filed quarterly series is loaded into an approved SQL snapshot. This avoids presenting sample values as observations.

Disclosure requirements

Evidence required for platform comparison

Demand

Orders and active transacting users, by company and quarter. More orders can reflect new customers or greater frequency among existing customers.

Basket

Order value divided by orders, with the same gross or net basis throughout. Basket growth can reflect price, product mix, fees or larger quantities.

Capacity

Dark stores and orders per store, paired to the same period. New stores can lift total orders while initially reducing orders per store.

Prices

Set company disclosures beside MoSPI CPI only at a common frequency. CPI is a broad household basket, not a quick-commerce price index.

Primary disclosures to ingest

Eternal shareholder letters and results · Swiggy shareholder letters and filings. The research desk will link exact filing pages and observation rows when a snapshot is published.