Amazon Seller Services India posts 15.5% FY26 income growth, reaches PBIT profitability

Total income rose to ₹35,574 crore from ₹30,805 crore in FY25, while loss after tax narrowed to ₹389.9 crore. Amazon also plans $48 billion in India investment for 2026-30, including Amazon Now, fulfilment centres and last-mile capacity.

— Source published Tue, 18 Aug, 2026, 20:55 IST · First seen Tue, 18 Aug, 2026, 21:07 IST · Source The Hindu BusinessLine

What happened

Amazon India · Amazon Seller Services India reported FY26 income of ₹35,574 crore, up 15.5%, and achieved PBIT profitability. Amazon plans $48 billion of India

Key facts

  • FY26 total income ₹35,574 crore, up 15.5% from ₹30,805 crore in FY25
  • FY26 loss after tax ₹389.9 crore versus ₹408.2 crore in FY25
  • FY26 PBIT profit ₹172 crore
  • $48 billion planned India investment during 2026-2030
  • More than $88 billion cumulative India investment from 2010-2030
  • Amazon Now operating in over 300 cities
  • More than 20 fulfilment centres and over 100 last-mile delivery stations planned this year
  • 3.8 million jobs and $80 billion cumulative exports targeted by 2030

Why this matters

Amazon’s 2026–30 India investment plan strengthens its case for logistics, quick-commerce, merchant-tech and seller-enablement partnerships or acquisitions as it scales its commerce ecosystem.

What to watch

  • PBIT margin progression and whether loss after tax continues narrowing despite the investment programme.
  • Capex pace, fulfilment-centre openings, delivery-station additions and Amazon Now city expansion.
  • Growth in order frequency, Prime engagement and same-day or sub-two-hour delivery penetration.
  • Seller additions, active selection growth and adoption of Fulfilment by Amazon and advertising products.
  • Competitive responses from Flipkart, Meesho, Blinkit, Zepto, Swiggy Instamart and JioMart, particularly on pricing and delivery fees.
  • Regulatory developments affecting marketplace practices, seller relationships, foreign investment and discounting.
  • Accelerate Amazon Now rollout in high-density urban clusters where fulfilment utilisation can scale quickly.
  • Add fulfilment centres, sortation capacity and last-mile partnerships to reduce delivery times and per-order logistics costs.
  • Use the larger logistics footprint to recruit more regional brands and MSME sellers, especially in fast-moving categories.
  • Increase advertising, fulfilment and premium seller-service adoption to improve contribution margins beyond marketplace commissions.
  • Defend against quick-commerce rivals with sharper assortment, faster delivery promises and targeted Prime-led promotions.