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Jeet B Bhayani (SEBI RA)

28th Aug · SEBI-Registered Analyst

India's e-commerce industry is poised for significant festive expansion in 2025, with gross merchandise value (GMV) expected to surpass Rs. 1,15,000 crore (US$ 13.12 billion), indicating a growth of 20-25%, as per a Redseer report. The increase is driven by repo rate reductions, greater disposable incomes, enhanced rural earnings, and accumulated demand, as consumer traffic is already increasing in anticipation of the season. Quick commerce is projected to experience the most significant increase at 150% growth, whereas value-driven platforms may grow by 30-35%. It is anticipated that fashion, beauty, home, and grocery sectors will significantly boost sales, accompanied by a 10% rise in mobile and electronics, while platforms such as Flipkart and Amazon are expected to represent almost two-thirds of festive purchases. The industry’s growth will be enhanced by extensive seasonal recruitment, as Flipkart plans to create more than 220,000 temporary positions to bolster supply chains and last-mile logistics. While forthcoming GST reforms might postpone certain major purchases until post-Diwali, the overall impact on yearly consumption is anticipated to stay favorable. By the end of the year, India's e-commerce sector is expected to achieve 17-22% yearly growth, the strongest in three years, highlighting the rising influence of digital platforms, rapid commerce, and enhanced infrastructure on consumer spending habits

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