Business · India Bureau
Quick commerce platforms poised for growth resurgence in coming quarters
Research analysts expect rapid acceleration in quick commerce adoption as competitive pressures ease and festive demand kicks in. Eternal has emerged as a key player to watch in the sector's anticipated recovery.
LSN India ·
The quick commerce sector is regaining momentum as market conditions improve, with analysts projecting stronger performance in the coming quarters. Motilal Oswal Wealth Management's research team has turned bullish on quick commerce platforms heading into the second quarter of FY27, citing moderating competitive intensity and favorable seasonal demand patterns.
After a period of intense competition that pressured margins and growth rates, the quick commerce landscape is showing signs of stabilization. The easing of competitive pressures is expected to provide relief to platform operators while maintaining consumer interest in fast delivery services. Analysts believe this environment creates an attractive entry point for investors reassessing the sector.
Festive seasonality is anticipated to provide additional tailwinds, with consumer spending typically accelerating during major shopping festivals. This seasonal boost, combined with more rational competitive dynamics, positions quick commerce platforms for improved financial performance. Eternal has been identified as a company to monitor closely as the sector rebounds.
The outlook reflects changing market conditions after a period when rapid expansion and aggressive discounting dominated quick commerce strategy. With growth momentum recovering and unit economics improving, the sector is increasingly attracting institutional investor attention ahead of what analysts expect to be a pivotal quarter for business performance.