3PLs Shadowfax, Delhivery, Allcargo pivot to vertical quick commerce as dark store race heats up
Third-party logistics firms are betting on vertical quick commerce in fashion, beauty, pet care and D2C, building dark stores for brands without in-house fulfilment scale. Shadowfax Q4 FY26 revenue hit Rs 1,237 cr (+74% YoY) with Rs 56 cr profit; 100 new dark stores planned in FY27. India 3PL market to grow $38.18B to $50.55B by 2031.
Third-party logistics firms Shadowfax, Delhivery, Allcargo and Amazon Shipping are pivoting to vertical quick commerce in fashion, beauty, pet care and D2C, adding dark stores and infrastructure to serve brands lacking scale for in-house fulfilment.