Platform Intelligence
Zepto
Zepto a kasuwannin kasuwanci ta yanar gizo 1 na yanki: Indiya — GMV / rabo / girma / matsayi daga rahoton Top-5 na kowane yanki.
QAs a merchant, what do I need to care about?
Nine dimensions merchants should review before joining:
Merchant snapshot
Dandalin e-commerce na nan take (q-comm) na mintuna 10, ya dace da alamu na kayan amfani na sauri/kayan yau da kullun masu yawan amfani don haɗin gwiwa a tsarin samarwa; masu amfani na birane suna daidai amma cin kuɗi yana da yawa, masu samarwa suna buƙatar yarda da tsawon asusu da farashin dandali.
Entry requirements
Ba marketplace mai buɗe ba: Zepto yana aiki da kantin duhu na kansa + tsarin sayen kaya, alamu/dillalai suna samar da kaya ta rajistar masu samarwa ko dillalin da aka ba izini, babu tsarin buɗe shago na jama'a, tattaunawar haɗin gwiwa + duba SKU ne jigon; abinci na buƙatar lasisin FSSAI, kayayyaki na gaba ɗaya na buƙatar GSTIN (taxgarden); kamfani mai zaman kansa ne, yana kan hanyar IPO (kafin IPO an tara $450M, Fortune India).
Fee structure
Babu tunanin kashi na marketplace — ribar dandali tana fitowa daga bambancin farashin samarwa da farashin dillali; sanya kaya na alamu na D2C galibi ya ƙunshi kuɗin sanya kaya/talla da sharuɗɗan tsawon asusu (kwatancen kuɗaɗe na masana'antu a growwwtech, ainihin bisa hukuma/kwangila); dandamalin q-comm suna ƙara samun kuɗi daga tallan alama (ET BrandEquity), kuɗin talla ƙarin abu ne na yau da kullun.
Getting traffic
Binciken cikin dandali da shawarwarin shafin farko + ayyukan talla ne ke motsa shi, tunanin mintuna 10 na kawo babban sake siyayya na matasa na birane; alamu za su iya saka talla a wuraren cikin dandali da tallan haɗin gwiwa (tallan q-comm ita ce yanayin samun kuɗi na masana'antu, ET BrandEquity); a lokacin biki na 2025 q-comm ya kai 45% na sayayya na Indiya (WPP/Meta, Business Standard), ƙaurawar zirga-zirgar nau'ikan zuwa q-comm a bayyane take; babu tsarin zirga-zirgar halitta na marketplace mai zaman kansa.
Fulfilment & logistics
Kantin duhu na ajiya na gaba + masu isarwa na kansa na isarwa ta nan take, yana nufin isarwa a mintuna 10 (a 2026 gwamnati ta buƙaci barin wannan ma'aunin talla, Moneycontrol); jari dandali ne ke sarrafa shi, mai kasuwanci kawai yana da alhakin samarwa da ƙarin kaya; rufewa yafi da'irar birane, yawan kantin duhu ne ke ƙayyade radius na cika umarni.
Payments & settlement
Masu samarwa ana sulhunta su bisa tsawon asusu (invoice-based), kuɗin INR; tsawon lokacin sulhu, mayar da kaya da sharuɗɗan lalacewa bisa kwangilar siyan (bisa kwangila); babu tsarin sulhun biyan abokin ciniki irin marketplace.
Compliance
Masu samarwa suna buƙatar rajistar GST, abinci FSSAI; haƙƙin aiki na kantin duhu da masu isarwa yana ƙarƙashin kulawar ƙa'ida (ma'aikatan ɓoye na bayan mintuna 10 ana duba su, New Indian Express); a 2026 gwamnati ta buƙaci dandamalin q-comm kai tsaye su bar tallan isarwa a mintuna 10 (Zepto ya riga ya daidaita, Moneycontrol); a lokacin shirin IPO buƙatun mulki da bayanan kuɗi suna ƙaruwa.
Key risks
1) FY25 asarar ta ƙaru 177% zuwa ¥3,367 cr, cin kuɗi na wata ya fi na 'yan uwa (Financial Express/Livemint), idan cin kuɗi bai rage kafin IPO ba, na iya matsa tsawon asusu na masu samarwa ko rage farashi; 2) ƙa'idar tallan mintuna 10 da duba aikin masu isarwa suna ci gaba; 3) fa'idar girman Blinkit + rage fasahar sarkar samarwa na JioMart (umarni miliyan 1.6 a rana) suna ƙara yaƙin tallafi, sararin tattaunawar farashin samarwa yana ƙaranci (ET); 4) haɗarin tsawon asusu da jari galibi masu samarwa ne ke ɗauka (bayani na ƙima).
Best-fit sellers
Ya fi dacewa da alamu da dillalai na ƙananan kayayyaki masu yawan amfani (kayan ciye-ciye/abin sha, FMCG, kayan yau da kullun, kayan kyau da kulawa), masu ƙwarewar sanya kaya a birane da ƙarin kaya da sauri; ya dace da alamu na D2C waɗanda ke son yin amfani da q-comm a matsayin hanyar ƙarin. Bai dace da ƙanana masu siyarwa na kayayyakin da ba daidaitattu ba, babban ƙimar ciniki, dogon wutsiyar SKU ko waɗanda ba za su iya yarda da tsawon asusu/ikon farashi na dandali ba.
Sources
research/sections/in_platforms.md §7.0–7.2.4; 各地区电商平台Top5深度研究报告.md 第6章; https://www.business-standard.com/amp/companies/news/zepto-nears-4-bn-annualised-gov-reduces-operating-cash-flow-burn-by-50-125040900341_1.html; https://www.financialexpress.com/business/news/zeptos-fy25-net-loss-widens-177-to-rs-3367-crorenbsp/4089662/; https://www.fortuneindia.com/business-news/zeptos-450-million-fundraise-sets-stage-for-ipo-amid-intense-quick-commerce-battle/127805; https://www.moneycontrol.com/news/business/swiggy-zepto-drop-10-minute-delivery-pitch-after-government-directive-13772784.html; https://taxgarden.in/blog/gst-compliance-quick-commerce-sellers-blinkit-swiggy-zepto-2026; https://growwwtech.com/blog/blinkit-vs-zepto-vs-instamart-fees-d2c-brands; https://brandequity.economictimes.indiatimes.com/news/research/advertising/quick-commerce-firms-chase-brand-ad-dollars-to-boost-revenue-margins/122856266
QA waɗanne yankuna Zepto ya shiga Top 5, kuma yaya aka jera shi?
Zepto ya bayyana a jerin Top-5 na yankuna 1: Indiya.
Faɗaɗa: cikakken teburin bayanai na kowane yanki (GMV / kudaden shiga / rabo / girma / matsayi)
| Yanki | # | GMV / kudaden shiga | Rabo | Girma | Matsayi |
|---|---|---|---|---|---|
| Indiya | 4 | GOV ~$4B na shekara (Afrilu 2025) | Kasuwancin sauri #2 | FY25 kudaden shiga ₹1.111T (2.5x); $450M pre-IPO tada | Isar da minti 10; mai da hankali ga birni; Yaƙi ta hanyoyi uku tare da Blinkit / Instamart |
QYaya matsayin gasa ya bambanta bisa yanki?
- Indiya（#4）：Isar da minti 10; mai da hankali ga birni; Yaƙi ta hanyoyi uku tare da Blinkit / Instamart
QIna wannan shaida ta fito?
Kowane adadi an ɗauke shi daga rahoton Top-5 da binciken majiyoyi na waccan yanki. Babu canji tsakanin yankuna ko sabbin kimar: