JioMart Rockets to Second Place in India's Quick Commerce Arena

Reliance Retail's rapid delivery arm, JioMart, has achieved a significant milestone, reaching a daily order run rate of 1.6 million by the close of December 2025. This surge represents a substantial 53% quarter-on-quarter escalation and an impressive 360% year-on-year expansion in average daily orders, according to disclosures made in the company's Q3 FY26 investor presentation.

Competitive Leap

JioMart's order volume now places it firmly as India's second-largest quick commerce operator. It trails only Blinkit, which reported approximately 2.4 million daily orders in the preceding July-September quarter. Swiggy Instamart handled an estimated 1.1 million daily orders during the same period, underscoring JioMart's accelerated climb in a fiercely contested market.

The company also reported adding 5.9 million new quick commerce customers during the December quarter. Its overall registered customer base climbed to 378 million, a 12% increase year-on-year, while total transactions across its digital platforms surged 48% to 524 million in Q3 FY26. A notable 120% increase in new transacting customers quarter-on-quarter saw this figure jump to 6 million in the latest quarter.

Reliance highlighted that transaction frequency on its digital platforms is roughly double that of competitors, a key metric for customer engagement and loyalty, even without disclosing absolute figures.

Integrated Operations Drive Efficiency

JioMart's quick commerce strategy is intrinsically linked to Reliance Retail's extensive offline and digital infrastructure. The retail giant operates nearly 20,000 stores, many serving as crucial fulfillment centers for its hyperlocal deliveries. This network is augmented by a growing number of dedicated dark stores, designed to optimize delivery speed and costs.

This hybrid model allows JioMart to reduce the average distance per order, a critical factor in controlling last-mile delivery expenses. The platform now covers over 5,000 pin codes across more than 1,000 cities, supported by its vast store footprint.

Strategic Growth in Retail

Quick commerce has become a dominant growth engine for Reliance Retail, now contributing approximately 20% of total retail revenue, up from 18% a year ago. Since the segment's rapid scaling began in 2021, Reliance has consistently invested, previously holding a significant stake in Dunzo. JioMart's evolution into a broad-based quick commerce platform, encompassing more categories and geographies than many rivals, reflects this strategic push.

The update on JioMart's impressive growth trajectory was shared alongside Reliance Industries' third-quarter financial results. The conglomerate reported a consolidated net profit of ₹18,645 crore for Q3 FY26, a modest 0.56% rise year-on-year, with revenue from operations increasing 11% to ₹2.69 lakh crore. Reliance Retail itself posted gross revenue of ₹97,605 crore, an 8% year-on-year increase. However, EBITDA margins for the retail business saw a slight moderation to 8.0% from 8.6% a year prior, attributed to festive promotions and investments in the burgeoning hyperlocal commerce segment.