Delhivery CEO brushes off Amazon logistics threat: 'businesses aren't built on press releases'

On a post-earnings call, Sahil Barua argued Amazon's expanding India logistics ambitions can't be replicated through announcements, citing the years of operational investment and physical infrastructure required to run a pan-India parcel network.

— FiledWed, 27 May, 2026, 22:00 IST·First seen Wed, 27 May, 2026, 21:58 IST·Source Moneycontrol

What happened

Delhivery CEO Sahil Barua dismissed concerns over Amazon's expanding India logistics ambitions on a post-earnings call, arguing that pan-India parcel networks

Why this matters

Amazon's deepening India logistics footprint reshapes the competitive map for 3PL M&A and partnerships, making scaled independents like Delhivery, Ecom Express, and regional specialists more strategically relevant to shippers seeking an Amazon alternative.

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