RIL Expands Ajio Rush To 600+ Cities

Doubling down on quick commerce, Reliance Retail Ventures Limited (RRVL) today said that it scaled its four-hour apparel delivery service, called Ajio Rush, to 600+ cities at the end of March 2026. 

This represents a roughly 60X QoQ expansion from ten cities that the offering was operational in during the last quarter (Q3 FY26). Ajio Rush was launched in six cities in the first quarter of FY26. 

The retail giant also said that it is experimenting with two-hour apparel deliveries. “The non-grocery quick hyper local commerce network was successfully expanded to include 682 electronics and 1,700+ fashion and lifestyle stores with 2-hour delivery promise,” added the company.

In a statement alongside its Q4 FY26 results, RRVL also said that its digital commerce arm JioMart clocked a 29% QoQ and 300% YoY growth in average daily orders for its hyperlocal delivery service. The company did not disclose the total number of orders.

Unlike rivals like Blinkit, Instamart and Zepto that deliver within 10 minutes, JioMart’s take on quick commerce is hyperlocal orders delivered under 30 minutes. 

“… The most significant shift this year was structural. Hyperlocal commerce orders grew more than four-fold year-on-year. We operate India’s widest hyperlocal delivery network across grocery, electronics and fashion – powered by 3,100+ stores across 1,200+ cities and 5,100+ pin codes. This is a uniquely Indian platform, built on a uniquely Reliance scale-advantage,” said RRVL executive director Isha Ambani.

That said, the company didn’t offer clarity on how much the digital and new commerce businesses contributed to Reliance Retail’s total revenue in Q4 FY26. 

Overall, Reliance Retail’s net profit jumped a mere 0.5% to ₹3,563 Cr during the quarter under review from ₹3,545 Cr in Q4 FY25. Revenue from operations rose 11.1% to ₹87,344 Cr in Q4 FY26 compared to ₹78,622 Cr in the year-ago period.

Overall, JioMart added 5.8 Mn new customers during the quarter, expanding its registered customer base by 98% YoY. Its total seller base also rose 22% YoY. 

The retail major also said that its fashion marketplace Ajio reported a 23% YoY jump in average bill value in Q4. Shein, relaunched in India by Reliance last year, also surpassed 11 Mn app downloads during the quarter. 

Going forward, the retail juggernaut plans to leverage AI and focus on execution to drive further growth. 

“As we enter FY27, our focus is on converting this unmatched reach into deeper customer value – through AI-embedded merchandising, sharper pricing architecture, and disciplined execution. The balance sheet is strong and our leadership across categories is widening. We are building Reliance Retail for a decade of sustainable, profitable growth,” added Ambani.

Notably, it was an interesting quarter for Reliance Industries Ltd’s (RIL’s) digital streaming business. JioHotstar averaged 500 Mn monthly active users (MAUs) during the quarter on the back of the streaming of the T20 Men’s Cricket World Cup. 

The media juggernaut claimed that digital subscriptions saw sustained QoQ growth, with D2C subscriptions reaching an “all-time high”.

Meanwhile, RIL’s digital arm Jio Platforms’ consolidated net profit jumped 13% YoY to ₹7,935 Cr in Q4 FY26, while operating revenue rose 12.6% YoY to ₹38,259 Cr during the quarter under review from INR 31,709 Cr in Q2 FY25. 

Overall, RIL’s net profit for the quarter declined 8.1% YoY to ₹20,616 Cr, while gross revenue rose 13% YoY to ₹3.25 Lakh Cr.

Shares of RIL ended today’s trading session 1.15% lower at ₹1,327.65 on the BSE.

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