Reliance Industries Share Price in Focus as Reliance Retail Surges Past Blinkit & Zepto in Hyperlocal Delivery with 4x Order Growth

As per The Economic Times report, Reliance Industries is rapidly expanding its footprint in the quick commerce sector, with a notable increase in hyperlocal delivery orders.  

This expansion challenges established players like Blinkit and Zepto, marking a shift in the retail landscape. 

Reliance Retail's Strategic Shift in Delivery Model 

Reliance Industries has shifted focus towards quick commerce, with hyperlocal delivery as the fastest-growing segment in its retail operations.  

Orders grew over 300% year-on-year in the March quarter, highlighting the company's increased investment in last-mile delivery infrastructure.  

This growth challenges the market dominance of Blinkit and Zepto, as Reliance leverages its extensive network of 20,000 stores transformed into local fulfilment centres. 

Network Expansion and Order Growth 

Reliance's strategy includes converting its wide retail network into a robust hyperlocal delivery system, spanning over 1,200 cities and 5,100 pincodes.  

This approach led to a 62% increase in transactions in the fourth quarter, totalling 585 million. The company added 1,564 new stores during FY26, enhancing its ability to fulfil orders swiftly. 

Read More: IndusInd Bank Q4FY26 Results Out: Company Declares ₹1.5 Dividend! 

Financial Performance and Market Position 

Reliance Retail reported an annual revenue of ₹3.70 lakh crore, a 11.8% increase year-on-year. EBITDA rose by 7.9% to ₹27,033 crore, with profit after tax up 11.7% to ₹13,838 crore. 

However, investments in hyperlocal delivery and supply chain infrastructure slightly impacted margins, with the annual EBITDA margin at 8.3%, down from 8.6% the previous year. 

Challenges and Opportunities 

While the rapid growth in hyperlocal orders strengthens Reliance's position, this aggressive expansion comes with challenges.  

Margins are under pressure as the company ramps up infrastructure investments. Nonetheless, the integration of physical retail with digital ordering enhances customer engagement and frequency of transactions. 

Reliance Industries Share Price Performance  

As of April 24, 2026, at 3:30 PM, Reliance Industries share price on NSE was closed at ₹1,327.80 down by 1.16% from the previous closing price. 

Conclusion 

Reliance Retail’s focus on hyperlocal delivery has resulted in substantial growth, intensifying competition with Blinkit and Zepto. As the company continues to invest in infrastructure, it reinforces its position as a leader in India's quick commerce space. 

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