A severe heat wave sweeping North India has driven up sales of ice cream and soft drinks sharply. As the India Meteorological Department issues severe heat warnings for parts of Punjab, Haryana, Chandigarh, and Delhi, industry-wide ice cream consumption this summer is said to have grown 30-40% year on year. What stands out is not so much the growth rate itself as where it is happening. Demand is being driven not by storefronts or vending machines but by quick commerce (instant-delivery e-commerce), which delivers in around 10 minutes. This summer's numbers show where the entry point for selling seasonal products in India now lies. It is a structural shift that Japanese frozen dessert, beverage, and food manufacturers should keep in mind when thinking about how to capture India's hot half of the year.
According to trade media reports, Mother Dairy's ice cream sales through quick commerce have more than doubled over the past 10 days, while sales of fresh dairy products such as yogurt have grown more than 30%. The company's Jayatirtha Chari commented that strong momentum is showing up across multiple categories including ice cream, dairy beverages, and fresh dairy products. Amul is also reported to have seen ice cream sales grow by around 50% this season, and in soft drinks, Coca-Cola is being joined in the competition by the local brand Lahori Zeera (Archian Foods), which is leaning on a low price point of 10 rupees per bottle (roughly 17 yen, at an exchange rate of about 1 rupee = 1.7 yen). While the heat wave is pushing up air conditioner and refrigerator prices by 8-10%, impulse purchases of drinks and ice cream on quick-delivery apps are swelling.
Over the past year or two, quick commerce in India has become part of everyday infrastructure. The combined dark store (small warehouses dedicated to quick delivery) network of the three players Blinkit, Swiggy Instamart, and Zepto grew about 1.5-fold in a single year, from 3,405 locations in May 2025 to 5,026 in May 2026. Some estimates put these quick-commerce platforms' share of online food and beverage sales at 94%, with Blinkit alone said to hold close to a 50% share.
The fit between heat and quick commerce is not simply coincidental. Going outside in temperatures above 45 degrees Celsius to buy ice cream is an ordeal, but an app lets you order without leaving the room. Ice cream and cold drinks also carry a strong "I want it right now" impulsiveness, and the 10-minute delivery experience itself generates additional demand. In other words, the heat wave inflates demand, and quick commerce converts that demand into sales without letting any of it slip away. The result of these two factors meshing together is the doubling of sales in 10 days.
Listing only the figures for this summer's developments that could be cross-checked against the original reports and multiple industry sources produces the following. Laying out who grew what and by how much makes it clear that quick commerce is the common starting point.
| Item | Value | Notes |
|---|---|---|
| Industry-wide ice cream sales | Up 30-40% year on year | Summer 2026 heat wave season |
| Mother Dairy ice cream (via quick commerce) | More than doubled in 10 days | Fresh dairy products also up more than 30% |
| Amul ice cream | Up about 50% | This season |
| Quick-commerce dark store network (combined, 3 companies) | 3,405 → 5,026 locations | May 2025 → May 2026 |
| Quick commerce's share of online food and beverage sales | About 94% | Estimate |
| Air conditioner and refrigerator price increases | 8–10% | Demand increase driven by the heat wave |
On the other hand, growth figures for individual beverages, such as how much cola sales grew, could not be reliably verified, so this article does not state them as confirmed numbers.
Manufacturers point to the difficulty of predicting demand peaks as a challenge. When the peak of the heat wave arrives earlier than expected, production capacity cannot keep up, and popular flavors have sold out on quick-commerce apps within hours in various locations. Supply failing to keep pace with demand, leaving the shelf (in-app inventory) empty, has become this summer's hidden theme of "lost opportunity."
For quick-commerce platforms, summer items such as ice cream, drinks, and sunscreen are top earners that boost both average order value and order frequency at the same time. How to maintain a cold chain at the level of each individual dark store is becoming a new point of contention in the battle for market share. On the consumer side, price points are polarizing. Ultra-low-priced drinks around 10 rupees a bottle sell well on the street, while on quick commerce, consumers are willing to open their wallets for a premium that lets them "cool down right now," even at a somewhat higher price.
For Japanese frozen dessert, beverage, and food manufacturers considering entering India, this summer's developments offer a hint for designing an entry point. Traditionally, the first hurdle to selling food in India has been how to secure a foothold across the vast traditional retail (kirana store) network. For seasonal products, however, focusing narrowly on urban quick-commerce platforms makes it possible to capture demand peaks while keeping initial investment down.
Concretely, a realistic way in is a "one platform, one metro area" approach: list products on the dark store network of one of Blinkit, Swiggy Instamart, or Zepto, and start in cities hit hardest by the heat, such as the Delhi National Capital Region or Mumbai. Rather than launching nationwide all at once, resources should be concentrated on the season, the city, and the single channel most likely to win. On pricing, the basic approach is to avoid a head-on clash with the ultra-low price band around 10 rupees and instead aim for a differentiated range above it. Whether distinctly Japanese flavors such as matcha, yuzu, and salted variants resonate with premium demand remains a hypothesis that needs verification, and it is safer to narrow this down while checking against local purchasing data.
As a first step, translating the structure revealed by this verification into practical questions produces the following.
| Issue | Approach for the first move |
|---|---|
| Channel | Start by focusing on a single quick-commerce platform (defer nationwide distribution) |
| Area | From major cities hit hard by the heat, such as the Delhi National Capital Region |
| Timing | Build up inventory ahead of the March-to-June heat peak |
| Price | A differentiated price range that avoids competing with the 10-rupee tier |
| Supply | Stockouts equal lost sales; plan on moving production forward |
| Products | Roll out distinctly Japanese flavors while validating them against local data |
Local ice cream chains in India are already stepping up their offensive. Naturals expanding to around 170 stores and store-based formats are also growing, so which becomes the main battlefield — physical stores or apps — should be chosen based on the product's characteristics. The general approach is: fast-turning items like ice cream and drinks go to quick commerce first, while products meant to sell a brand experience go to flagship stores.
As seasonal products move onto quick commerce, the thinking behind supply chain design is changing. The key is demand forecasting and the cold chain. Since a heat peak arriving just a few days earlier is enough to cause stockouts, manufacturers are being pushed to move production and delivery forward in line with weather data. If quick-commerce companies expand freezer capacity at the level of individual dark stores, room opens up for a broader range of frozen foods and cold desserts to find shelf space.
The same pattern had already appeared earlier in India's fruits and vegetables. The case of Swiggy capturing heat-driven mango demand through quick commerce already showed the affinity between fresh, seasonal products and quick commerce ahead of time. Ice cream and drinks are an extension of that same pattern, and "how to fully capture the hot half of the year through quick commerce" is becoming a shared theme across India's FMCG (fast-moving consumer goods) sector.
What North India's heat wave has shown is that supply timing, more than the volume of promotion, is what determines growth in seasonal products. Demand that can double ice cream sales in 10 days clearly exists, yet production cannot keep up and popular flavors disappear within hours. Now that quick commerce has established itself as the marketplace, what will decide winners and losers is moving inventory forward in step with temperature data. What Japanese manufacturers should design first in India is not a flashy campaign but a supply plan that reads the heat peak and stocks up accordingly. As long as they get that right, even a small test in one city with one quick-commerce platform can capture summer demand without losing any of it.
During the summer 2026 heat wave, industry-wide sales are reported to have grown roughly 30-40% year on year. At the individual company level, Mother Dairy's ice cream sales through quick commerce are said to have more than doubled in 10 days, and Amul's by about 50%. Growth figures for beverages alone could not be reliably verified, so this article does not state them as confirmed numbers.
Because under extreme heat, simply going out to buy ice cream becomes a burden, and the convenience of quick-commerce apps that deliver in around 10 minutes encourages impulse purchases. The three companies' combined dark store network grew from 3,405 to 5,026 locations in a single year, and some estimates say these platforms account for the majority of online food and beverage sales.
Rather than aiming for nationwide distribution from the start, a realistic approach is the "one platform, one metro area" model: test seasonal products by focusing on a single quick-commerce platform in a single major city. One approach would be to build up inventory ahead of the March-to-June peak in a city with severe heat, such as the Delhi National Capital Region, and enter with a differentiated price range that does not compete with the ultra-low price tier. Which flavors succeed or fail should be narrowed down by checking against local purchasing data.
Source:
RECENT
2026.09.24Bridgestone India’s 30th-anniversary film builds on the founder’s motto2026.09.24Flipkart’s move: putting the two meanings of "BBD" on Kolkata buses2026.09.24Veteran fertilizer maker KICL enters beverages with coconut water, starting in three South Indian states2026.09.24Pinit delivers saris in under 45 minutes, setting up a mirror and lighting at the customer’s home to choose fromCONTACT
Considering entering the Indian market?
Building on the developments on the ground covered in this article, we will suggest an approach that fits your products.
Book a free consultation →SOJAPAN
We support Japanese companies entering India, from market research through local partner development, test sales, and import.