UPI is rising, but cash on delivery still drives India’s e-commerce beyond metros
Cash on delivery remains about 60% of Indian e-commerce orders and can reach 75% in smaller cities, even as UPI expands. Brands are using AI risk scoring, address checks, partial CoD and prepaid incentives to curb the 20–30% return-to-origin burden.
What happened
Indian e-commerce sector · Cash on delivery remains dominant in Indian e-commerce, particularly beyond metros, despite UPI adoption. Brands including Miraggio
Key facts
- CoD accounts for around 60% of e-commerce orders
- CoD reaches 75% in Tier-II and smaller markets
- CoD is less than 5% of quick-commerce orders
- Miraggio: CoD is 44% of orders and 42% of revenue
- Sirona Hygiene: CoD is more than 20% of shipped orders
- Meesho: CoD estimated at 72-75%
- Amazon: CoD estimated at 35-40%
- Fashion e-commerce: CoD estimated at 20-50%
- CoD RTO rates typically range from 20-30%
- AI interventions reduced RTO rates by 5-7%
- Sirona cut CoD share from over 50% to about 20%
Why this matters
Prioritise partnerships or acquisitions in fraud scoring, address intelligence, logistics orchestration and prepaid-conversion tools that help merchants optimise—not eliminate—CoD.
What to watch
- UPI’s share of e-commerce checkout value versus its share of completed orders, especially outside the top metros.
- RTO rate changes after OTP, partial-CoD and prepaid-incentive experiments; monitor conversion loss alongside RTO reduction.
- Carrier-level first-attempt delivery success, fake-address incidence and delivery refusal rates by pin code.
- Whether marketplaces introduce broader CoD fees, customer-side deposits or seller penalties for avoidable RTO.
- Growth in repeat-purchase prepaid adoption after a customer’s first successful CoD delivery.
- Category-specific CoD restrictions in fashion, beauty, electronics, bulky goods and low-ticket impulse products.
- Regulatory or platform changes affecting UPI autopay, refund speed, digital identity verification or cash-handling costs.
- Build a pin-code, customer-cohort and SKU-level CoD profitability model that includes RTO freight, reverse logistics, inventory ageing, support costs and lost conversion from payment restrictions.
- Deploy graduated payment rules: unrestricted CoD for trusted cohorts, OTP confirmation for medium-risk orders, and partial advance payment or prepaid incentives for high-risk combinations.
- Make prepaid benefits concrete: guaranteed faster dispatch, instant UPI discount, priority support, frictionless refunds and loyalty rewards rather than generic couponing.
- Use address intelligence before fulfillment, including geocoding, landmark validation, prior delivery success, duplicate identity checks and local carrier serviceability scores.
- Route high-RTO CoD orders to the carrier or local delivery partner with the strongest attempt-success rate, not simply the lowest forward-shipping rate.
- Create win-back journeys after successful CoD deliveries to convert verified customers to UPI on their second and third orders.
- Adjust inventory allocation so high-CoD, high-RTO pin codes are served from closer fulfillment nodes where reverse-logistics exposure is lower.
Also reported by
- Financial Express · BrandWagon — 1h after first sighting