Think about the last time you suddenly realised you were out of milk, snacks, or maybe even detergent. A few taps on your phone, and before you can finish brewing your tea, it is already at your doorstep. That is the magic of quick commerce.
In India, this space has exploded in the past few years, and investors are wondering: Can I ride this wave? That is where quick commerce stocks come in. Let us explore what they are, how this sector is shaping up in India, the companies leading the charge, the risks, and the opportunities for investors like you.
What are Quick Commerce Company Stocks
Quick commerce stocks are shares in companies that promise to deliver products very quickly, usually within 10 to 30 minutes, by running local warehouses (dark stores) and using smart logistics. Most of the companies in the quick commerce space are still private startups, but a few listed companies, like Zomato’s parent company Eternal or Swiggy, give investors a way to get involved. These stocks have a lot of potential for growth, but they can also be bumpy rides, given how expensive and competitive this business is.
Growth of Quick Commerce in India
India has become one of the popular markets for quick commerce. A few years ago, 10-minute deliveries sounded unrealistic, and today, it is prevalent in most big cities.
Here is why the boom is happening:
- Urban lifestyle – People in cities are busier, less patient, and willing to pay for convenience.
- Cheap data & easy payments -Thanks to UPI and affordable internet, ordering online is second nature now.
- Young consumers – Gen Z and millennials love instant gratification, whether it is food, fashion, or daily groceries.
- Heavy Venture Capital funding – Billions have flowed into startups like Zepto and Blinkit, helping them expand aggressively.
The numbers are mind-blowing, too. The market is expected to jump from a few hundred million dollars in 2022 to over $7 billion by 2025 and possibly $35–57 billion by 2030 if the momentum continues. However, not everything is rosy. High costs, traffic, and profitability struggles remain big hurdles.
Read Also: Top 10 Food Delivery Stocks in India
Top Stocks in Quick Commerce Companies
| Company | Current Price (INR) | Market capitalisation (INR) | 52 Week High | 52 Week Low |
|---|---|---|---|---|
| Zomato | 333 | 3,21,357 | 344 | 190 |
| Swiggy | 418 | 1,04,322 | 617 | 297 |
| Jio Mart (Reliance) | 1,367 | 18,49,956 | 1,551 | 1,115 |
| Nykka | 251 | 71,904 | 252 | 155 |
1. ZOMATO
Eternal Ltd, the parent company of Zomato, is one of the simplest methods for investors to hold partial ownership in a quick commerce company. It owns Blinkit, which delivers groceries in 10 minutes, in addition to its food delivery business. Blinkit has been growing very quickly, and in some quarters, it has even outperformed Zomato’s food delivery service. Eternal is betting extensively on this trend by opening more dark stores and categories.
2. SWIGGY
Most people know Swiggy for its food delivery service, but it also runs Instamart, a quick grocery delivery service. Instamart has played a significant role in Swiggy’s growth, as it focuses on delivering essentials, snacks, and personal care items in just a few minutes. To make Instamart more focused, the company is turning it into a separate subsidiary. Margins are still a challenge, but Swiggy has a significant edge on this front.
3. Reliance Industries Limited (JIO MART)
JioMart, Reliance’s online grocery store, is a bit of a sleeping giant in quick commerce. It has not rolled out 10-minute delivery everywhere yet, but it has been testing faster delivery options in major cities. Reliance has a huge offline network of supermarkets, warehouses, and general stores that JioMart can use to reach more people and save money.
4. NYKAA (FSN E-COMMERCE VENTURES)
Nykaa, famous for beauty and fashion, has also started experimenting with speed. Through Nykaa On Trend and city-specific pilots, it is offering faster deliveries for skincare, makeup, and wellness products. While it is not chasing groceries or hot food, Nykaa’s quick delivery is more about instant gratification for beauty shoppers, especially the female population of the country, who want that lipstick or face serum right away.
Risks of Quick Commerce Stocks
1. A lot of room for growth – India’s young, urban population loves getting things right away.
2. Going beyond groceries – categories are growing quickly, from baby products to beauty products to medicines, and everything is available in just a few clicks.
3. Tech and scale advantages – As companies get bigger, the cost of each delivery can go down, which increases profits.
Read Also: Best Consumption Stocks in India
Opportunities of Quick Commerce Stocks
1. Cut-throat competition – Price wars, discounts, and subsidies could wipe out margins.
2. Scalability issues – What works in cities like Mumbai or Delhi may not work in smaller cities.
3. Regulatory and labour concerns – Delivery partner rights, traffic rules, and local regulations may slow growth.
4. Fragile Customer loyalty – If one app offers delayed delivery or is expensive, customers switch in a second.
Read Also: Best FMCG Stocks In India
Conclusion
In India, quick commerce has gone from being an experiment to a preferred method to shop. It is a good thing for customers. It is a story with a lot of risk and high reward for investors.
You can buy stocks like Eternal and Swiggy today, but keep in mind that the sector is still new and profit margins can be thin.
The bottom line is that Quick commerce is fun, but you need to be patient and careful if you want to invest in it.
Frequently Asked Questions (FAQs)
What are the risks with these stocks?
High delivery costs, thin margins, intense competition, and uncertain profitability timelines are some of the risks with these stocks?
Should I invest in quick commerce stocks?
Ans. It depends on your risk appetite. These growth stories have high potential but also high uncertainty.
Is quick commerce only about groceries?
No. it also covers personal care, electronics, medicines, and even hot food.
What is the future of quick commerce in India?
Expect faster expansion beyond metros, more product categories will be integrated into the apps, and possibly IPOs from other quick commerce startups.
How do quick commerce companies deliver so fast?
They use dark stores located in high-demand areas to reduce delivery time.
