Blinkit Set to Move to Inventory Owned Model from September: Report

Blinkit will transition to an inventory-led model from September 1, 2025. The quick commerce platform, owned by Eternal, has informed its sellers about the change and set a deadline of July 30, 2025, to opt into the new system.

As per the ET report, Blinkit sent an email to sellers, the inventory will be transferred from sellers’ records to Blinkit’s (BCPL) from August 31. Sellers who choose not to transition will have their unsold stock returned, with reverse logistics costs deducted.

No New Listings Post July 30, 2025

Sellers not accepting the new model won’t be able to list new items or restock inventory after July 30. Blinkit will handle product listings and stock procurement directly under the updated model.

Currently, Blinkit runs a marketplace model where sellers pay for warehousing and another bulk-selling model used by select brands. These will be replaced by direct inventory ownership by Blinkit going forward.

Regulatory Status 

This follows Eternal’s decision to classify itself as an Indian-owned and controlled company (IOCC). In May 2025, the company capped foreign shareholding at 49.5%, allowing it to hold inventory under Indian FDI rules.

In Q1 FY26, Blinkit’s gross order value rose over 25% quarter-on-quarter. Its adjusted EBITDA loss stood at ₹150 crore, down from ₹178 crore in Q4 FY25.

Capital Impact Shared Earlier

Eternal CFO Akshant Goyal had noted in a previous earnings call that if Blinkit fully owned its inventory in FY25, the working capital required would have been under ₹1,000 crore, which is about 3-5% of Blinkit's gross order value. 

Sellers operating under the old model had to include Blinkit's warehouses in their GST and FSSAI filings. With purchase orders replacing stock transfers, this step will no longer be necessary.

The change may also allow Blinkit to expand into categories like seasonal items, pooja essentials, toys, and home-related goods, as mentioned in earlier company communications.

Read More: Quick Commerce: The Discount Wars Heat Up as Delivery Speeds Soar!

Conclusion

Blinkit's shift to an inventory-led model will change how the platform operates, with new processes for sellers and a different business structure for the company.

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