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TrueNorth Capital

13th Jun · SEBI-Registered Analyst

Logistics Firms Pivot to Data as Quick Commerce Booms

India’s logistics firms are evolving beyond traditional package movement, positioning themselves as data-centric partners for brands in the fast-growing quick-commerce sector. Companies like Shiprocket, Delhivery, DTDC, and Emiza are introducing dashboards, analytics, and delivery infrastructure to help brands manage inventory, reduce costs, and improve customer experience. Shiprocket’s appointment-based delivery innovation: IPO-bound Shiprocket has rolled out a scheduling service that allows brands to book fixed delivery windows for bulk dispatches to dark stores and warehouses. This initiative has achieved 98% on-time adherence since 2025, cutting logistics costs by up to 27% and reducing warehouse rejection rates by 10%. Transit times to key hubs have also shortened by 24–48 hours, making bulk logistics more predictable and efficient. Emiza’s data-driven interventions: Serving over 150 brands, Emiza has embedded live inventory tracking, courier allocation, and return-risk monitoring into quick-commerce workflows. These measures helped brands lower logistics costs by 20%, reduce return-to-origin rates by 30%, and recover 50–60% of at-risk shipments in 2025. The company notes that brands now actively demand granular insights—such as pin-code demand patterns and courier effectiveness—using logistics data to shape business strategies. Growing importance of quick commerce: Quick commerce accounted for $10–11 billion GMV in 2025, per Bain & Co., and is rapidly expanding as a share of online retail. Brands face pressure to meet consumer expectations for speed and availability while controlling fulfilment costs, making logistics intelligence critical. Emerging growth vertical for logistics firms: Though quick-commerce contributes less than 10% of revenue for most logistics players today, its share is rising quickly. Analysts highlight the need for logistics firms to deepen capabilities early to secure long-term brand relationships in this competitive vertical.

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