AMAZON INDIA EXPANSION
In most aggressive phase of India expansion; here for long-term market wins: Amazon India head
Amazon is in its most aggressive expansion phase in India, with plans to invest $35 billion by 2030 on top of the $40 billion already committed, India head Samir Kumar said. The company is ramping up investments in e-commerce, AI, exports and quick commerce through Amazon Now, while targeting 100 cities and 1,000 micro-fulfilment centres.
Amazon to expand automation use in inventory management at India fulfilment centres
In an interview with PTI, Amazon Robotics Chief Technologist Tye Brady said the company already uses several automation solutions in its Indian fulfilment network and remains committed to investing in the market, where it has announced significant long-term capital commitments.
Ecommerce isn't adding much to Retail Inc's cart
An ET analysis of eight major retailers-market leader Reliance Retail, Shoppers Stop, Westside, Arvind Fashions, DMart, Spencer's Retail, Pantaloons and Bata-showed that the contribution of e-commerce to overall revenue has seen minuscule improvement since 2021-22 even as online sales continue to increase in absolute terms. By contrast, the Covid-19 pandemic spurred explosive growth, with the share of digital sales in total revenue surging three to four times in 2020-21 and 2021-22.
Meta-Reliance AI hub; SAP CEO on India's AI edge
Meta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
Where Zepto stands in q-comm; H-1B relief kicks in
Happy Wednesday! Zepto's IPO filing reveals where it really stands against Blinkit and Instamart. This and more in today’s ETtech Morning Dispatch.
Zepto overtakes Instamart in order count, trails Blinkit in scale and profitability
For the January-March quarter of FY26, Blinkit reported a net order value of Rs 14,386 crore, compared with Zepto’s calculated net order value of Rs 7,591 crore and Instamart’s Rs 5,674 crore, according to data compiled by ET from the DRHP.
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Zepto's market position; TCS' AI verdict at AGM
Zepto pulls ahead of Swiggy Instamart on orders, but heavy burn continues. This and more in today's ETtech Top 5.
Customers will feast as Zepto to pour fuel into quick commerce fire
Zepto’s proposed Rs 9,500 cr ($1 billion) IPO could significantly intensify competition in India’s already crowded quick commerce market. The company, which is targeting a July listing, plans to use the fresh capital to expand dark stores, invest in technology, and acquire more customers.
Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 list
Indian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan and South Korea's chipmakers now dominate the index. Reliance Industries and HDFC Bank have fallen in global rankings. India's market weight has hit a six-year low. This concentration is driven by strong company growth.
Here to win quick commerce, will become market leader in near-term: Samir Kumar, Amazon India chief
Amazon is planning to aggressively expand its 10-minute delivery service, Amazon Now, aiming for market leadership despite moderating quick commerce growth. The ecommerce giant plans to launch in over 100 cities with 1,000 dark stores, emphasising customer experience, wide selection, and speed to compete with rivals like Blinkit and Zepto.
Kuku FM readies public market debut; SoftBank books Lenskart gains
Kuku FM's parent has taken the first step towards a stock market listing. This and more in today's ETtech Top 5.
Kuku FM's parent confidentially files for Rs 3,500 crore IPO
Audio and video platform Kuku has confidentially filed draft papers with Sebi for a Rs 3,500 crore IPO. The company aims for a Rs 15,000 crore valuation. Kuku expects a sevenfold revenue jump to Rs 1,400 crore in fiscal 2026. This move signals significant growth aspirations for the digital content provider.
India a strong long-term bet despite everything, says BofA India chief
Global investors see India as a strong long-term investment choice; despite market ups and downs, confidence in India's economy remains high, says BofA India CEO Sahu. According to him, manufacturing expansion offers significant investment potential.
Why Amazon has struggled to crack India
Amazon's India strategy is changing: under new leadership, the company is focusing on profitability over rapid growth. This shift comes as local competitors like Flipkart and Reliance Retail gain significant ground. Amazon faces challenges adapting to India's market complexities and regulatory environment. The company is re-evaluating its investments and operational approach in the country.
Vanguard slashes Ola value; War chokes PCB supply
American investor Vanguard has sharply cut the fair value of Ola's parent company. This and more in today's ETtech Top 5.
India’s audio streaming apps pivot to 'hybrid' model to drive paid subscriptions
The landscape of audio streaming in India is undergoing a transformation with a dynamic hybrid model gaining traction. Services are blending free, ad-supported formats with attractive premium subscriptions to secure long-term revenue streams after several years emphasizing sheer user volume. Amazon Music stands out by introducing a three-tier structure, which includes a no-cost, ad-enabled service.
Digital infrastructure demand drives new wave of strategic land buying
India's data centre sector is experiencing rapid growth. This expansion is leading to substantial land acquisitions across new markets. Major investments are creating new infrastructure corridors. Hyperscale cloud operators and AI providers are driving this demand. This development is transforming India's digital economy and real estate landscape.
Oyo readies market debut; IT's comeback rally
Oyo's IPO plans are back on track after securing the regulator's nod. This and more in today's ETtech Top 5.
Zepto shares crash 30% in unlisted market despite Sebi nod for IPO. What's cooking?
Zepto’s unlisted shares have dropped sharply despite Sebi approval for its IPO, signalling investor caution in a volatile market. The decline reflects broader weakness in pre-IPO valuations, macro uncertainty and funding pressures, even as the quick commerce firm prepares for a high-profile public issue amid intense competition.
Anthropic approaches $1T valuation; Google ads face heat
Anthropic neared a trillion-dollar valuation following fresh funding. This and more in today's ETtech Top 5.
H-1B chill sets in; Flipkart doubles down on Shopsy
US demand for H-1B visas has slumped to a seven-year low amid steeper costs and Trump-era policy shifts. This and more in today’s ETtech Top 5.
Zepto planning to file papers for $1 billion IPO in June: Report
Zepto is preparing for a potential $1 billion IPO, with a public filing expected in June and launch targeted for July. The quick-commerce firm plans to use proceeds for expansion as India’s IPO market seeks renewed momentum amid slowing deal activity and global economic concerns.
Walmart’s international sales growth in Q4 driven by Flipkart, China units
Flipkart powered Walmart's international growth in the first quarter of FY27. The ecommerce company boosted advertising revenue and profitability and its quick commerce offering, Flipkart Minutes, is scaling faster deliveries. This quick commerce push aligns with Walmart's global strategy to enhance ecommerce economics.
Lenskart, Ola’s Q4 scorecards; Visa maze for laid-off techies
Lenskart has posted a sharp jump in its March-quarter revenue even as profit dipped marginally. This and more in today’s ETtech Top 5.
Uber CEO Dara Khosrowshahi on India bets, Travis Kalanick, jobs in the AI era & more
Uber CEO Dara Khosrowshahi anticipates India becoming its largest market in a decade, highlighting dynamic growth and talent. The company is investing in tech centres and a data centre partnership with Adani Group, while exploring logistics and local commerce opportunities.
Uber's India data centre bet; Cyber cover meets AI risk
Uber will establish its first data centre in India with the Adani Group. This and more in today’s ETtech Top 5.
Amazon Bazaar clocks 5x growth in 2026 as e-com giant looks to sharpens value commerce play
Amazon is boosting its value commerce segment in India. Amazon Bazaar, its low-cost marketplace, saw 5x growth in 2026. The company is integrating Bazaar into the main Amazon app. This move aims to attract shoppers seeking affordable products. Bazaar offers items priced below Rs 300, with a Rs 600 cap. The platform leverages Amazon's existing infrastructure for an edge.
ETtech In-depth: Amazon’s quick commerce blitz rattles Blinkit’s playbook
Amazon's aggressive 10-minute delivery push is intensifying competition in India's quick commerce market, putting pressure on leader Blinkit. While Blinkit previously focused on premium customers, it's now recalibrating strategy amid rising competition. Amazon leverages its Prime membership for speed and selection, aiming to capture the same urban, high-frequency shopper.
Retail chains like Reliance Retail, DMart go on store expansion spree as demand recovers
India's top retailers added 2,182 stores in FY26, the highest in three years, driven by rising demand, tax cuts, and growing consumer preference for organised retail in smaller towns.
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