India allows foreign-funded e-commerce platforms to hold inventory for export sales

The government has relaxed FDI rules for inventory-led e-commerce exports of domestically made goods, while retaining safeguards for domestic B2C retail. The move is aimed at scaling e-commerce exports towards a $200–300 billion target by 2030.

— Source publishedThu, 23 Jul, 2026, 21:53 IST·First seen Thu, 23 Jul, 2026, 22:26 IST·Source Financial Express · BrandWagon

What happened

Government of India (DPIIT) · India has relaxed FDI restrictions on inventory-led e-commerce only for exports of domestically made goods. Foreign-funded

Key facts

  • 100% FDI remains permitted in marketplace and B2B e-commerce
  • India e-commerce exports: $4-5 billion in FY24
  • E-commerce exports were 1.14% of India’s total shipments in FY24
  • India target for e-commerce exports: $200-300 billion by 2030
  • India total export target: $1 trillion by 2030
  • Global e-commerce exports: $1.34-1.74 trillion
  • Projected global e-commerce exports by 2035: $4.30-4.85 trillion
  • Export Promotion Mission allocation: Rs 25,060 crore
  • Five pilot E-commerce Export Hubs operationalised

Why this matters

Strategic buyers should prioritize partnerships or acquisitions in export fulfillment, seller enablement, compliance and international marketplace distribution as foreign-funded platforms gain permission to own export inventory.