Marketplace, quick commerce, payments, streaming

Amazon

In FY26, both Amazon businesses that state revenue growth grew it by at least 15%: Amazon Retail India +50% and Amazon Pay India +18.5%.

Newest report 16 Oct

Growth and size by business

Bars: FY26 revenue growth, year on year. Under each name: its revenue
  • Amazon Retail IndiaFY26 revenue ₹3,065 cr+50%
  • Amazon Pay IndiaFY26 revenue ₹2,484 cr+18.5%

Figures as each company's report states them; ↗ opens the report. Only the same period is compared.

What moved, biggest first

  1. Amazon Ads

    Festive retail media spend to reach INR 11,500 crore in 2026, up 27%, as quick-commerce ads jump 50%

    ET BrandEquity

  2. Amazon

    Amazon says over 72% of festive-sale visits came from beyond the top nine metros and Flipkart puts non-metro demand at about 60%, so retailers with stores in smaller towns now compete with these platforms for the same shoppers.

    Reported: Amazon says product orders rose over 100% year-on-year in the first 12 hours of its festive sale. Flipkart put non-metro demand at about 60%; Amazon said over 72% of visits came from beyond the top nine metros.

    Financial Express

  3. Amazon Now

    Amazon Now reaches 120 cities, targets 300 by end-2026 as micro-fulfilment centres grow to about 800

    2 reports from CNBC-TV18 and Business Standard

  4. Amazon Now

    Amazon Now targets 300+ cities and runs close to 800 fulfilment centres, but still trails Flipkart Minutes, which UBS puts at 1,000+ dark stores against Amazon's 500-600.

    Financial Express

  5. Amazon Retail India

    Amazon Now’s target of around 1,300 dark stores by April 2027 makes city-level availability and fulfillment economics critical for brands planning quick-commerce expansion.

    Reported: Amazon Retail’s FY26 loss widens 194% to ₹1,158 crore. Amazon Now operates 800 dark stores across more than 120 Indian cities and targets around 1,300 stores by April 2027.

    3 reports from 3 sources, incl. Medianama and NDTV Profit

  6. Amazon India

    Amazon India says no-cost EMI made up 50% of festive purchases, up from about 30% last year, while Redseer puts AOVs 7-8% lower, so retailers should expect financing to carry demand and plan offers around smaller baskets.

    Reported: In figures reported around 9 October, Amazon India said no-cost EMI made up 50% of purchases, up from about 30% last year, while Redseer put festive AOVs 7-8% lower.

    2 reports from Times of India and ET Small Business

  7. Amazon India

    Delhi High Court keeps Amazon in Kindle copyright suit, says its intermediary status must be tested at trial

    Medianama

Key numbers, latest reported season

BusinessPeriodRevenue growthNet profit
Amazon Retail IndiaFY26+50%Loss ₹1,158 cr
Amazon Pay IndiaFY26+18.5%Loss ₹1,148 cr
Amazon Seller ServicesFY26Not statedLoss ₹389.9 cr

Year on year, as each business's own reports state it; each figure links to its report. Net profit growth, or the loss.

Businesses and brands

  • Amazon India 92 reports in 90 days

    Prime Video

  • Amazon Pay India 12 reports in 90 days

  • Amazon Now 11 reports in 90 days

  • Amazon Ads 5 reports in 90 days

  • Amazon Bazaar 4 reports in 90 days

  • Amazon Alexa+ 1 report in 90 days

  • Amazon DSP 1 report in 90 days

  • Amazon Leo 1 report in 90 days

Group level: Amazon.

Who owns what: aboutamazon.in, the group's own site, and the companies' filings. Brands with no reports in the last 90 days are not listed.