Amazon India has announced a $35 billion investment over the next five years to establish its position in the competitive quick commerce market. According to reports from NDTV Profit, Country Manager Samir Kumar stated the company is "in the quick commerce party and we are here to win." The investment will fund expansion into 100 new cities and the construction of over 1,000 micro-fulfilment centres across India.
Amazon Now, the company's quick commerce service, is currently adding two to three micro-fulfilment centres daily and has been expanded to cities in the United States, United Kingdom, Japan, and the Middle East, with Latin America next in line. As reported by NDTV Profit, order volumes on Amazon Now are growing at 25% month-on-month, while Prime membership numbers are on track to nearly double from 2023 levels by end-2026, with more than 70% of new members coming from non-metro cities.
Kumar acknowledged the competitive landscape dominated by Blinkit, Swiggy Instamart, and Zepto but emphasized that the market is large enough for multiple players. According to the NDTV Profit interview, Prime members shop five times more frequently than non-Prime customers, and those using Amazon Now shop three times more frequently once they begin using the service. The company has invested $40 billion in India between 2010 and 2024 and recently announced a further ₹2,800 crore for operations expansion.
Beyond quick commerce, Amazon India has enabled $20 billion in exports from India and is targeting $80 billion over five years. As reported by NDTV Profit, Kumar emphasized that "for us it's both growth and profitability hand in hand" and confirmed the company is "hitting our profitability marks for Amazon India overall." The growth strategy leverages Tier 2 and Tier 3 expansion and AI investment to achieve the export targets.
