Amazon India To Invest $3 Bn In Quick Commerce Arm By 2030

SUMMARY

Sources said that the ecommerce giant will invest $1 Bn in the quick commerce vertical by the 2027-end, and an additional $2 Bn by 2030

Amazon is committing billions of dollars to build a large quick commerce network in India as it is trying to catch up with established players like Blinkit, Zepto and Instamart

Amazon plans to use the capital to add new dark stores, strengthen its tech stack, deploy AI tools and expand product mix. It plans to expand its dark store network to 1,300 by April 2027

Ecommerce giant Amazon India reportedly plans to invest $3 Bn (₹28,790 Cr) to expand its quick commerce business, Amazon Now, over the course of next four years.

Sources told Reuters that the ecommerce giant will invest $1 Bn in the vertical by the 2027-end, and an additional $2 Bn by 2030.

According to the report, Amazon plans to utilise the fresh proceeds to add new dark stores, strengthen inventory management software at stores, deploy AI tools for demand prediction and expand product mix. The focus will be on stocking daily essentials rather than iPhones, added a source.

Another source reportedly added that the ecommerce major is looking to expand its dark store network to around 1,300 stores by April 2027 from 750 currently.

Amazon India first launched ‘Now’ in Bengaluru in June 2025 and later expanded the service to parts of Delhi in July 2025 and subsequently to Mumbai. While the platform has been comparatively late in entering the quick commerce market, it is picking up momentum.

App Launched

In April this year, Amazon India’s vice president of operations Abhinav Singh, in a blog post, said that the company would invest ₹2,800 Cr (around $300 Mn) to expand its quick commerce vertical and strengthen its logistics network.

Notably, this is not the first time that the ecommerce giant has poured in capital into the country in the past year. Last year, Amazon India had announced a ₹2,000 Cr investment to add 17 new fulfilment centres, six sortation centres, and 75 last-mile delivery stations across India.

Prior to this, it had also committed an investment of $35 Bn across its India businesses till 2030 to help boost its cumulative exports from the country to $80 Bn by 2030

The investment comes amid rising competition in the quick commerce segment. While the likes of Blinkit, Swiggy Instamart and Zepto continue to dominate the segment, the entry of new players has intensified the fight.

From Walmart-backed Flipkart’s Minutes to Reliance’s JioMart, deep-pocketed giants are aggressively attempting to capture a larger piece of the pie. The new entrants are spending heavily to expand their dark store networks to compete with early movers.

For instance, Flipkart Minutes has scaled to 1,000 dark stores across 130 cities, with brokerage UBS estimating that the platform could add another 1,000 dark stores by mid-2027 ahead of the Big Billion Days sale of 2027.

Meanwhile, the biggest incumbent Blinkit continues to lead the category with over 2,600 dark stores across 300 cities. Zepto and Instamart, on the other hand, operate over 1,100 fulfilment centres each.

At the heart of all this is the homegrown quick commerce ecosystem, which as per Inc42 data, is projected to become a $40 Bn market opportunity by 2030.

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