Amazon India Sees 25% Monthly Growth in Quick Commerce Orders: Jassy

Amazon, the e-commerce juggernaut, is seeing robust expansion in the realm of fast commerce. Amazon Now, the company's fast commerce platform, is experiencing 25% MoM growth in orders in India, according to CEO Andrew 'Andy' Jassy during the Q1 earnings call. The number of orders processed by Amazon Now during the quarter remained unclear. At the same time, Jassy asserted that Prime members in the country increased their buying frequency by a factor of three after using Amazon Now.

The CEO of Amazon also mentioned that the company is actively working to extend its Amazon Now service, which provides lightning-fast delivery (within 30 minutes) on thousands of products. Prime users triple their buying frequency once they start using it, and orders are climbing 25% month over month in India, where it launched last year.

Amazon Now a New Hit Formula for Amazon

The e-commerce giant has expanded its service, which it launched in India last year, to nine additional countries, including the United Arab Emirates, Mexico, Egypt, and the United Kingdom. The business intends to expand the availability of Amazon Now to additional nations in the future, with delivery times of less than 30 minutes. These remarks are made at a time when Amazon is making great strides in expanding its fast commerce operations across the nation.

The e-commerce titan announced earlier this week that it intends to extend Amazon Now to one hundred cities around India, including Jaipur, Pune, Hyderabad, Chennai, and Kolkata, among others. Aiming to expand its dark store network to over 1,000 micro-fulfillment centers (MFCs) around the nation is a key component of this strategy. Amazon India announced an investment of INR 2,800 Cr (approximately $300 Mn) last week.

With the majority of the funds going toward improving the company's logistics and speedy commerce capabilities. This expansion is a part of that investment. In doing so, Amazon hopes to catch up to domestic powerhouses like as the rapidly expanding Blinkit (owned by Eternal), Instamart (owned by Swiggy), Zepto, and Flipkart Minutes. Even while Zepto and Blinkit started making money off of the ultrafast market over five years ago, Amazon only joined the rapid delivery sector last year.

India’s Quick Commerce a New Battleground for Players

Even though it only operates 300 MFCs, Amazon Now has expanded to Delhi NCR, Mumbai, and Bengaluru since its start in June 2025. Whereas Instamart ran more than 1,100 dark stores as of December 2025, Blinkit had more than 2,200 as of the end of March 2026, making it the market leader. In the first quarter of 2026, Minutes also expanded to 800 dark establishments. The rapidly expanding quick commerce business in India is the driving force behind all of this, with a potential opportunity worth $40 billion by 2030.

Another announcement made by Amazon CEO Jassy during the earnings call was the expansion of CreativeAgent, an ad product powered by artificial intelligence, to India. Under this, the business provides a bot that uses artificial intelligence to plan and carry out the whole creative process for ads. Meanwhile, for the quarter ending in March 2026, Amazon recorded $181.5 Bn in revenue, an increase of 17% year over year. Net income, also known as profits, surged 77% year over year to $30.3 Bn. Anthropic investments contributed $16.8 billion in pre-tax gains to the company's Q1 net profits.