Delhivery, one of India’s leading logistics and supply chain firms, is set to acquire e-commerce delivery company Ecom Express in a strategic deal worth Rs 1,407 crore, signalling a bold new phase in the consolidation of the logistics sector.
The move is poised to reshape last-mile delivery dynamics across India, particularly in Tier-II and Tier-III cities where the race for deeper logistics penetration remains crucial in the post-pandemic digital economy. With the acquisition, Delhivery aims to significantly bolster its delivery reach, warehouse capacity, and automation capabilities in a sector that is rapidly evolving with consumer demand and infrastructure ambitions.
The deal comes at a time when logistics players are reimagining their value propositions beyond basic fulfilment—expanding into tech-driven ecosystems, warehousing intelligence, and environmentally sustainable delivery practices. Delhivery’s strategic bet on Ecom Express is not just about eliminating a competitor but unlocking the strengths of a firm that has carved a niche in e-commerce-focused logistics and rural network integration. By absorbing Ecom Express, Delhivery could accelerate its ability to serve deep hinterlands, a key metric for e-commerce giants competing for India’s next 100 million digital consumers.
Founded in 2011, Delhivery has grown from a modest logistics startup in Gurgaon to a listed entity with pan-India reach and global investor backing.
Its acquisition of Ecom Express—an equally ambitious player backed by marquee investors including Warburg Pincus and CDC Group—reflects the sector’s move towards scale, specialisation, and technology-led efficiencies. The timing is also aligned with broader policy moves in India such as the PM Gati Shakti initiative and the push for digital public infrastructure, which aim to bring down logistics costs to under 10% of GDP while improving multimodal connectivity.
The rise of quick commerce and omnichannel retail models has made last-mile logistics a battleground, and the Ecom Express acquisition allows Delhivery to push deeper into time-sensitive deliveries while integrating greener, tech-enabled fulfilment solutions. As the focus shifts toward sustainable urban development, logistics companies are increasingly being seen as key enablers of eco-efficient cities, with low-emission transportation, digital tracking, and optimised delivery routes becoming central to reducing urban carbon footprints. The sector’s ability to harmonise speed with sustainability will define its social licence to operate in growing Indian cities, and Delhivery’s latest move could give it the scale and capital to experiment more aggressively on this front.
While the merger of capabilities between the two firms offers synergies in data, operations, and infrastructure, challenges remain in seamless integration, human resource alignment, and preserving service quality during the transition phase. However, industry watchers view the development as an inflection point for the Indian logistics industry, long fragmented but now moving rapidly towards formalisation and sophistication. In a country where timely delivery can influence rural livelihoods, small business survival, and urban consumption cycles, logistics is no longer a backend function—it is infrastructure in motion.
Logistics sector undergoes major shift as Delhivery finalises Ecom Express acquisition
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