Resurfacing Bessemer's June 2025 forecast: India's online commerce reaching $300B by 2030

Bessemer Venture Partners' June 2025 outlook said India's digital economy is primed for significant expansion, projecting online commerce to grow from $30 billion in 2020 to $300 billion by 2030. The report also highlighted quick-commerce platforms including BigBasket, Blinkit, Swiggy and Zepto.

— Source publishedThu, 26 Jun, 2025, 06:10 IST·First seen Tue, 29 Sept, 2026, 14:42 IST·Source Business Standard (via Wayback)

The development

Bessemer Venture Partners sees a $1 trillion digital opportunity in India, with online commerce projected to rise from $30 billion in 2020 to $300 billion by 2030. Its report highlights quick-commerce platforms including BigBasket, Blinkit, Swiggy and Zepto, alongside growth in consumer services, content and wellness spending.

The numbers

  • $1 trillion
  • $30 billion
  • 2020
  • $300 billion
  • 2030

Why it matters to operators and investors

Bessemer projects India’s online-commerce market will grow tenfold to $300B by 2030, with quick-commerce platforms among the businesses shaping the expansion.

What to watch next

  • Online retail growth by category, city tier, and customer cohort—not just aggregate market forecasts.
  • Quick-commerce order frequency, average basket size, delivery cost, and contribution margin.
  • Platform disclosures on take rates, fulfillment investment, advertising revenue, and progress toward profitability.
  • Growth in digital payments, logistics coverage, and online purchasing outside major metropolitan areas.
  • Changes in e-commerce, marketplace, data, or gig-worker regulation that affect operating costs.