Overview

• Rapido’s Ownly pilot launching in Bengaluru will undercut rivals by charging significantly lower fees to restaurants.
• Prosus signaled a potential IPO for Rapido during its investor event in London.
• Swiggy aims to reach contribution margin breakeven for Instamart between October and December 2025 through dark store expansion.
• Sriharsha Majety predicts the quick commerce market will consolidate as it expands beyond food delivery to a value of $30 billion to $40 billion.
• The National Restaurant Association of India’s criticism of high commission rates has fueled new entrants seeking more restaurant-friendly models.