India’s quick-commerce space is gearing up for a major shake-up as BigBasket, backed by Ratan Tata and part of the Tata Group, prepares to throw its hat into the 10-minute food delivery ring. The company is now setting its sights on aggressive nationwide expansion by the end of FY26, directly challenging the likes of Zomato, Swiggy’s Snacc, Blinkit’s Bistro, and Zepto Cafe.
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BigBasket currently operates around 700 dark stores, but plans are underway to take that number to between 1,000 and 1,200 by the end of next year. This massive infrastructure boost signals the brand’s intent to muscle into a space dominated by fast movers who’ve already rolled out lightning-fast food deliveries in top Indian cities.
In a conversation with Reuters, BigBasket’s leadership made it clear that they’re not just looking to poach customers from existing giants — they’re also betting big on tapping into an entirely new audience segment, especially in tier-2 and tier-3 towns, where demand for doorstep convenience is rising rapidly.
Meanwhile, the competitive heat is being turned up by numbers. A fresh forecast by Morgan Stanley pegs India’s quick-commerce total addressable market at a staggering $57 billion by 2030 — a sharp jump from the previous estimate of $42 billion. The brokerage has also raised its gross order value (GOV) projections for FY26 to FY28 by 9-11%, citing increasing penetration and frequency of QC orders across metros and beyond.
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The quick commerce turf war is no longer just about snacks and instant groceries. With BigBasket stepping in, the food delivery vertical is bracing for a new wave of disruption — and possibly, consolidation. For Zomato, Blinkit, Swiggy, and Zepto, the Tata-backed push is more than just another rival — it’s a full-scale declaration of war on delivery dominance.
