Flipkart, Amazon Flex Logistics Muscles; Will It Bring New Growth Levers?

When Delhivery acquired Ecom Express in 2025, the Indian logistics industry read it as a consolidation play — a larger player absorbing a struggling rival to build scale. What few anticipated was the vacuum it would create. Ecom Express had been servicing some of the most remote pin codes in the country, carrying last-mile deliveries for D2C brands and vertical marketplaces in markets that the larger organised players had never prioritised.