Zomato's transacting customers reached 24.1M in Q2 FY26, up 16% year-on-year. Strong momentum across food delivery and quick commerce segments reflects deepening market penetration and expanded service offerings.
Zomato's transacting customers reached 24.1 million in Q2 FY26, marking an all-time high and outpacing seasonal expectations. This represents 16% year-on-year growth over Q2 FY25's 20.8M users, demonstrating sustained demand expansion across food delivery and quick commerce.
Customer growth at this scale reflects market maturation and expanded use cases. Zomato's push into quick commerce (Blinkit) and expansion of Hyperpure B2B services are creating multiple revenue streams from a growing base, improving unit economics and reducing food delivery dependency.
Sequential growth from Q1 FY26 (18.8M) to Q2 FY26 (24.1M) shows acceleration despite typical seasonal dips in Q2.
Growth concentrated in underserved geographies where delivery penetration remains low. Tier-2/3 cities now account for ~40% of transacting base.
Higher customer base spreads fixed platform costs. Combined with AOV growth driven by Blinkit mix, FY26 aims for adjusted EBITDA profitability.
The 24.1M milestone demonstrates Zomato has moved beyond food delivery to become a multi-service logistics and commerce platform. Quick commerce adoption now contributes 8-10% of gross order value, with potential to reach 20%+ within 18 months as Blinkit penetration deepens.
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