Delhivery reported a near-flat consolidated net profit of ₹72.4 crore for Q4 FY26, compared with ₹72.5 crore in the year-ago quarter. Revenue climbed 30% to ₹2,850 crore from ₹2,191.6 crore, while total income reached ₹2,909.4 crore including other income of ₹59.4 crore. On a sequential basis, profit rose sharply 83.3%. However, total expenses also grew 26.9% to ₹2,853.1 crore, keeping profitability muted.
Walmart and Amazon are accelerating online deliveries in rural U.S. areas long deemed too sparse and unprofitable, using store coverage and newly built micro-fulfillment hubs to overcome distance and road challenges. Morgan Stanley estimates the opportunity could reach up to $1 trillion annually. Remote work and rural economic gains are swelling demand, with Amazon investing $4 billion in same-day or next-day delivery across 4,000 smaller towns last year. Walmart also leans on its footprint, with 90% of Americans living within 10 miles of a store.
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Delhi’s government says it is preparing to notify a city logistics plan aimed at boosting industrial investment, with Chief Minister Rekha Gupta citing the capital’s top “Exemplary” standing in the LEADS 2025 Logistics Ease Index. The plan will be folded into the incoming Warehousing and Logistics Policy 2025 and builds on reforms like the Delhi Single Window System for faster approvals, pothole-free road upgrades by the PWD, and ULIP for API-based real-time monitoring and data sharing.
Globbel has officially launched a unified cross-border ecommerce platform aimed at helping brands expand internationally across 16 markets in weeks rather than years. The system combines logistics orchestration, localized payments, tax and regulatory compliance, and marketplace or D2C storefront integrations into a single operating layer—built on Stelcore infrastructure that supports thousands of brands.
Chemical logistics firm A-1 Ltd plans to expand its fleet by adding 10 multi-axle tankers as it targets a “multi-vertical green enterprise” by 2028. The Gujarat-based company reported consolidated revenue of Rs 342.91 crore in FY26, up 3.44% from FY25, and a 32.5% jump in revenue in the March quarter. Profit stood at Rs 4.36 crore. Growth was supported by supply pacts including a 10,000 MT nitric acid agreement and a Rs 127.50 crore industrial urea order, alongside moves into electric mobility.
Petrol and diesel prices in India have risen by Rs 3 per litre, but the impact is unlikely to stay at the fuel pump. Because diesel and petrol power trucks, buses, generators and last mile delivery, the hike can ripple through transport and logistics costs. That means gradual pressure on prices of perishable essentials like vegetables, milk, curd and packaged foods. Delivery platforms, cab aggregators and even local transit and school transport could face higher fees or surge pricing if fuel stays elevated.
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Indian IT distributor Redington has sharply increased air freight deliveries to the Middle East after conflict disrupted sea routes and closed the Strait of Hormuz, squeezing capacity and driving up rates. The company says air has replaced much of its former sea share since late February, with higher fuel costs contributing. Redington also redistributed inventory, rerouted logistics via Saudi Arabia and Oman, and arranged alternative insurance after insurers withdrew war-risk coverage. Despite demand dips in UAE and Saudi Arabia, it expects 10% to 15% revenue growth in FY2027.
Shadowfax shares surged as much as 17.2% to an all-time high of ₹192.35 on the BSE after a strong Q4 update, though profit booking later pulled it to about 9% higher at ₹178.8. The company reported Q4 FY26 net profit of ₹55.8 crore versus a net loss of ₹9.9 crore a year earlier, alongside 73.6% jump in operating revenue to ₹1,237 crore. Adjusted EBITDA rose to ₹58 crore as margins expanded, supported by AI-led automation and quick commerce expansion.
Amazon’s ultrafast Amazon Now service is rolling out in the US, promising delivery in half an hour or less for an extra fee. The catch: the program began earlier in India, where deliveries take about 10 minutes. To make it work, Amazon is opening small order-processing microhubs—about CVS size—stocking roughly 3,500 products. The company is charging Prime members from $3.99, with additional small-basket fees. Amazon Now expands across major cities and targets urgent everyday essentials.
Shadowfax reported a consolidated net profit of ₹55.8 crore in Q4 FY26, reversing a ₹9.9 crore loss in the year-ago quarter. Revenue from operations jumped 73.6% YoY to ₹1,237 crore, with total income at ₹1,242.6 crore. Costs also rose 64.2%, but profit still grew nearly 60% sequentially.
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India’s industrial and warehousing market stayed resilient in the March quarter as manufacturing and third-party logistics drove occupier activity across major cities. Leasing transactions rose 15% year-on-year to 19.3 million sq ft, with Mumbai posting the strongest momentum through a 66% jump in transactions. Rental values also moved up across key markets.
India’s industrial and warehousing market is rapidly concentrating into 13 logistics and manufacturing corridors, which are expected to account for 70–80% of Grade A activity. Since 2021, these clusters have driven 75% of both demand and supply, powered by infrastructure buildout and manufacturing expansion. With momentum intact, rentals are set to keep rising.
Supply-chain stress is rising again, with logistics costs and delivery times climbing toward multi-year highs. The renewed disruption is starting to worry central banks, because higher transport expenses can quickly feed into consumer prices. With pressure building across trade and delivery signals, inflation risks may re-emerge just as policymakers thought the worst was behind them.
Sri Lanka is pushing to deepen trade ties with India, and the Ceylon Chamber of Commerce says momentum is building. With the island’s economy recovering and stabilising, Indian interest is concentrating in hospitality, ports, and logistics—areas seen as ripe for new partnerships. Regional cooperation is also being flagged as the lever to turn interest into lasting collaboration.
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India’s logistics performance ranking for 2025 spotlights Tamil Nadu, Uttar Pradesh, Mizoram and Delhi as “exemplars,” while 11 states or territories are “high performers.” Eighteen are “accelerators” improving their systems, and four “growth seekers” are still building capacity. The classification is designed to guide targeted logistics reforms across regions.
Indian truckers are stuck in long roadside lines as diesel availability tightens. Private fuel stations have reportedly cut sales or raised prices, while state-run companies struggle with demand and resulting shortages. The ripple effect is slowing the movement of goods nationwide, and a modest price increase is expected soon—though it may not fully offset losses for fuel firms.
Japan’s Mitsui OSK Lines is looking to build ships in India and expand into roll-on roll-off terminals, aiming to strengthen inland logistics. The move is designed to reinforce MOL’s position in shipping automobiles from India, with the country identified as a priority region for growth. The company is also weighing broader investments that could reshape its regional transport network.
Welspun One has signed an agreement with Balmer Lawrie to lease 65,000 sq ft of warehousing space at WTC Nhava Sheva within the JNPA SEZ. The deal is Welspun One’s first partnership with a government-owned company. Balmer Lawrie plans to expand logistics operations, with the facility expected to be operational by early 2027.
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Amazon is rolling out a faster delivery option dubbed Amazon Now, promising orders arrive in 30 minutes or less for an extra charge. The service is expanding across urban areas in multiple countries as Amazon builds small order-processing hubs designed to handle urgent requests. The move pushes delivery speed into a new premium tier for city shoppers.
Bodo Moller Chemie has launched an aerospace warehouse facility in Bengaluru, aimed at supplying advanced materials to aviation and industrial manufacturers. The centre supports civilian and military production as well as repair and maintenance operations. With India’s aerospace and electronics sectors expanding, the company expects strong growth ahead and deeper local supply capabilities.
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