New Delhi, Jan. 29 -- India's quick commerce race has largely been framed as a battle of speed, subsidies, and scale. Reliance JioMart's latest disclosures suggest a different contest is quietly underway, one centred on unit economics, store leverage, and execution depth rather than who delivers fastest in India's top pin codes.

In its December quarter FY26 (Q3) investor presentation, Reliance Industries revealed that JioMart is now processing close to 1.6 million orders per day, placing it within striking distance of market leader Blinkit, which averages around 2 million daily orders. More notably, Reliance claims JioMart's quick commerce operations are contribution-margin positive, a distinction that sets it apart from most of its star...