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市场调查报告书
商品编码
1757421
零售物流的印度市场评估,类别,各解决方案,运输模式别,各地区,机会,预测,2019年~2033年India Retail Logistics Market Assessment, By Type, By Solution, By Mode of Transport, By Region, Opportunities and Forecast, FY2019-FY2033F |
预计印度零售物流市场规模将从2025年的108.3亿美元成长至2033年的281.3亿美元,预测期间内复合年增长率为12.67%。这得益于技术进步、电子商务蓬勃发展、政府扶持计划(例如PM Gati Shakti计划)、国家物流政策(NLP)和统一物流接口平台(ULIP)等推动基础设施升级和物流公司之间互操作性的政府支持计划,以及私营部门的创新。目前,企业正在将人工智慧、物联网和仓库机器人融入零售物流运营,以加快週转速度并提高成本效率。
印度的零售物流已超越简单的货物运输,正朝着整合速度、可视性和加值服务的方向发展。随着印度零售生态系统从大都市向二、三线城市扩展,敏捷、技术驱动型物流的需求日益增长。市场正在不断发展,以满足日益数位化和分散化的消费者群体的需求,全通路履约、快递和逆向物流构成了新的支柱。
自疫情爆发以来,传统零售物流和电商物流之间的界线变得模糊。零售商现在期望物流合作伙伴能够实现即时库存管理、最后一哩路线优化和无缝退货处理。
然而,在多式联运连结性、熟练劳动力和农村最后一哩服务方面,能力差距仍然存在。下一阶段的成长将取决于物流供应商的规模,不仅取决于其营运规模,还取决于其智慧化程度。
例如,2025年6月,Shadowfax Technology Pvt. Ltd.宣布计划扩大其电动车(EV)车队,每月增加500至600辆。目前,电动车约占该公司快速商业配送业务的25%,占配送总量的7%至8%。但该公司的目标是到2025年底,电动车配送占15%。该公司在班加罗尔、金奈、孟买、浦那、海得拉巴、首都区和斋浦尔等七大城市营运电动车,并计划在今年年底将业务扩展到15至18个城市,包括二线城市。 Shadowfax同时使用可充电和可更换电池的电动车车型,以最大限度地提高其配送合作伙伴的灵活性和正常运行时间。
以上公司不以市占率排序,且可能会根据研究期间获得的资讯而有所变动。
India retail logistics market is projected to witness a CAGR of 12.67% during the forecast period FY2026-FY2033, growing from USD 10.83 billion in FY2025 to USD 28.13 billion in FY2033 due to advancements in technology, e-commerce boom, supportive government programs such as PM Gati Shakti, National Logistics Policy (NLP), and ULIP (Unified Logistics Interface Platform) which have catalyzed infrastructure upgrades and interoperability between logistics players coupled with innovations in private sector. Companies are now blending AI, IoT, and warehouse robotics into their retail logistics operations, aiming for faster turnarounds and better cost efficiency.
Retail logistics in India has moved beyond the simple movement of goods - it is now about velocity, visibility, and value-added integration. As India's retail ecosystem expands across metros and deep into Tier 2 and 3 cities, the demand for agile, tech-driven logistics is rising. The market is evolving to serve an increasingly digital and dispersed consumer base, with omnichannel fulfillment, express deliveries, and reverse logistics forming its new backbone.
Post-pandemic, the distinction between conventional and e-commerce retail logistics has blurred. Retailers now expect logistics partners to enable real-time inventory management, last-mile route optimization, and seamless return handling.
However, capacity gaps remain in multimodal connectivity, skilled workforce, and rural last-mile access. The next phase of growth will depend on how well logistics providers can scale not just operations, but also intelligence.
For instance, in June 2025, Shadowfax Technology Pvt. Ltd. announced plans to expand its electric vehicle (EV) fleet by adding 500-600 units each month. Currently, EVs power about 25% of its quick-commerce deliveries and account for 7-8% of total deliveries, with a target to reach 15% EV-based deliveries by the end of 2025. The company operates EVs in seven major cities, including Bengaluru, Chennai, Mumbai, Pune, Hyderabad, NCR, and Jaipur, and plans to expand to 15-18 cities, including Tier 2 locations, by year-end. Shadowfax uses both chargeable battery and swappable battery EV models to maximize flexibility and uptime for delivery partners.
E-Commerce Boom and Tier-2 and 3 City Penetration Brings Market Growth
India's e-commerce boom has fundamentally reshaped logistics requirements. With over 190 million online shoppers projected by FY2025, the pressure to fulfil orders across semi-urban and rural India has intensified. Retailers and D2C brands are now demanding pan-India logistics networks with dynamic routing, hyperlocal delivery, and plug-and-play warehousing.
In November 2023, XpressBees (BusyBees Logistics Solutions Pvt Ltd.), a leading logistics firm, joined the Open Network for Digital Commerce (ONDC), enabling delivery services to over 20,000 pin codes across India. Leveraging ONDC's digital framework, XpressBees aims to optimize order processing, tracking, and timely deliveries, strengthening its position in India's e-commerce sector. Similarly, Shadowfax expanded its crowdsourced delivery fleet to service hyperlocal fashion and electronics orders for platforms such as Flipkart and Nykaa. This growth is matched by D2C brands launching pan-India campaigns, driving demand for agile, scalable, last-mile solutions.
Technology-Led Supply Chain Optimization to Shape the Market
Retail logistics is no longer about movement; it is about orchestration. Technology now plays a significant role in synchronizing supply chain nodes, predicting disruptions, managing returns, and improving operational KPIs.
In April 2024, Delhivery Ltd. mentioned quarterly results, unveiled Orion 3.0, an upgraded logistics platform with AI-powered delivery routing, automatic load balancing, and predictive Estimated Times of Arrival (ETAs). It helped reduce missed deliveries by 19% in Q1 FY25 and shortened average TAT (turnaround time) by 14% in Tier-1 cities.
Tech-first logistics is not a bonus anymore; it is a baseline. Platforms that lack API integrations, predictive analytics, or real-time dashboards are falling out of favour with both retailers and consumers.
E-Commerce Retail Logistics Segment Dominates the Global Market Share
Among all types, e-commerce retail logistics dominates the market, driven by higher order volumes, faster fulfilment cycles, and increased customer expectations for service transparency. This segment has driven most of the innovation: real-time tracking, reverse logistics flows, last-mile crowdsourcing, and delivery lockers. Logistics providers are investing heavily in this space to meet the needs of online-first retailers and D2C brands.
For instance, in February 2024, FedEx (Federal Express Corp) began piloting blockchain-powered smart contracts on select Asia-Europe freight corridors. These contracts automate payment upon delivery confirmation and integrate timestamped document verification, cutting dispute resolution times by over 60%, according to FedEx Innovation Lab.
Moreover, returns from online fashion and electronics purchases are pushing logistics firms to enhance reverse logistics efficiency, with some players offering real-time refund triggers upon pickup confirmation.
Key Players Landscape and Outlook
India's retail logistics sector is a blend of scale, specialization, and digital intelligence. Delhivery, with its pan-India reach and Orion tech platform, leads in large-scale e-commerce and reverse logistics. Blue Dart retains a stronghold in express air delivery and B2B retail, while DTDC is leaning into regional distribution and franchise-led growth. XpressBees and Shadowfax have become specialists in hyperlocal and D2C fulfilment. Safexpress and Mahindra Logistics cater to organized retail chains, especially FMCG and apparel. Meanwhile, Allcargo (via Gati) is betting on multimodal integrations and warehousing for end-to-end control. Recent developments such as TCI Express' investment in automated sortation hubs (March 2024) and Om Logistics' new mega warehouse in Haryana (June 2024) further signal that players are not just expanding network footprints - they are building smarter, faster, and more predictive logistics ecosystems.
For instance, in April 2025, Delhivery Ltd. signed a definitive agreement to acquire a controlling stake in Ecom Express Limited for approximately USD 170.7 million (INR 1,400 crore) in cash. The acquisition aims to enhance cost efficiency, speed, and reach across the Indian logistics sector by leveraging synergies in infrastructure, technology, and networks.
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.