Summary:
- Reliance Retail commits to a robust “under 30-minute” delivery model leveraging its pan-India store network
- Company sees no disruption from 10-minute delivery players in metros or tier-II cities
- Hyperlocal delivery orders grew 62% YoY in Q4 FY25; dark stores to be added selectively
- Operating revenue rises 16.3% YoY to Rs 78,622 Cr; net profit up 29.1% to Rs 3,545 Cr
Reliance Retail has reaffirmed its focus on 30-minute hyperlocal deliveries as a central pillar of its quick commerce strategy, according to Chief Financial Officer Dinesh Taluja during the company’s FY25 Q4 earnings call.
Speaking on the performance and future outlook, Taluja emphasized that the company has fully transitioned to a sub-30-minute delivery model, using its extensive retail footprint across 2,000+ stores in 4,000+ pin codes. Rather than entering the ultra-fast 10-minute delivery race, Reliance Retail aims to scale its operations through store-led fulfilment, supplemented by dark stores only in areas with high unmet demand and logistical gaps.
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Hyperlocal Growth & Profitability
Taluja reported that Reliance Retail’s hyperlocal delivery model is showing consistent performance with double-digit like-for-like growth over several quarters. He emphasized that the delivery operations are profitable, primarily due to leveraging existing store infrastructure, which absorbs fixed costs, making order fulfilment incremental in terms of cost.
“Unlike other players who need dedicated infrastructure, our deliveries are driven by stores that are already operational. This enables us to maintain healthy unit economics,” said Taluja.
JioMart’s Multi-Model Delivery Strategy
Reliance Retail’s e-commerce platform JioMart currently offers three delivery formats under its quick service umbrella:
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Under 30-minute instant delivery
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Scheduled deliveries
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Early-morning subscription deliveries
These verticals have shown strong customer traction, with average daily order volumes increasing 62% year-on-year in Q4 FY25. The company also saw a 22% YoY increase in third-party logistics partnerships, further improving its last-mile delivery capability.
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No Immediate Plans for 10-Minute Delivery
Addressing market speculation around quick commerce, Taluja stated that Reliance Retail has not seen any adverse impact from competitors offering 10-minute deliveries, such as Blinkit, Zepto, and Swiggy Instamart. The company currently has no immediate plans to shift to ultra-fast fulfilment, focusing instead on sustainable, infrastructure-backed growth.
Financial Snapshot – Q4 FY25
Reliance Retail reported strong financial performance for the fourth quarter of FY25:
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Operating Revenue: Rs 78,622 Cr, up 16.3% YoY
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Net Profit: Rs 3,545 Cr, up 29.1% YoY
These results underline the effectiveness of Reliance Retail’s integrated retail and logistics strategy, especially in a competitive and evolving delivery landscape.
