Delhivery CEO Brushes Off Amazon Logistics Threat as Q4 Profit Hits Rs 73.4 Cr
Sahil Barua argues captive networks like Amazon's prioritise in-house shipments and run costlier than third-party players, dismissing the e-commerce giant's pitch to external sellers. Delhivery backs the stance with a Q4 profit of Rs 73.4 crore and 30% revenue growth.
What happened
Delhivery CEO Sahil Barua dismissed Amazon's move to open its captive logistics to external sellers, arguing first-party networks prioritise in-house shipments
Key facts
- Q4 profit Rs 73.4 crore
- revenue up 30%
Why this matters
Amazon's external-seller push validates third-party logistics demand and could accelerate consolidation pressure, making tuck-ins of regional 3PLs and middle-mile assets more attractive at current valuations.