Amazon India’s big play is now ads, and q-comm the new billboard

Tofler’s data, Amazon India’s advertising and allied services income, has grown by 25% in 25 financial years, making it one of the fastest growing segments against 21% growth in the basic market business.

However, the market remains as the spine of Amazon India; contributed La17,328 58% of Crore or business revenue brought advertisements and logistics someone else La8.342 Crore. Balance La4,468 Crore came from other services.

Tofler data showed that Amazon floods Services recorded a 19% leap in income. La30,139 CRORE IN FY25, LaWhile trading on more customer platforms, 25.406 Crore a year ago. The losses shrink sharply, net loss narrows 89% La374.3 CRORE LaFY24, which is directed with more strict cost control and improved operating efficiency, 3,469.5 Crore. Accordingly, Amazon is now expected to add a new advertising revenue flow.

Marketplace is a consumer platform, and Amazon floods Services are working in this market and earning money from seller commissions, wages and advertisements.

Amazon India appears in the middle of a pivot where anchor remains online retail, and the advertising tail wind.

Siddharth Jhawar, a Country Manager of Advertising Technology Company Managed by AI, said that Amazon India could maintain its leadership in advertising revenue even without fast trade. Jhawar said that the comprehensive full family strategy, which combines the e-commerce market and the main video, is solid enough to offer advertisers a strong yield (ROI).

Although most of Amazon India’s advertising revenue comes from market services, the share of flow ads will grow. “In the next one or two years, a good part of Amazon’s advertising revenue will come from the flow. However, Marketplace will continue to enjoy the most advertising attention.”

He added that the rapid trade business also has the potential but is still in a new stage. “Ads require a scale. Currently, Amazon may not be attractive for small and alone advertisers. However, when it expands to several cities and gets at least a double -digit market share, it can turn into meaningful advertising dollars.” He said.

Amazon has now been released in Bengaluru before expanding Delhi and more recently to Mumbai’s episodes. The service promises a 10 -minute grocery store, personal care and other daily foundations. Amazon has already established about 100 micro -fullection centers among these cities and plans to add hundreds of more by the end of the year. Order volumes in Bengaluru and Delhi have been reported to grow around 25% per month since the launch.

Competitors lead the quick trade

However, Amazon’s competitors have a much wider footprint: Blinkit operates in more than 100 cities with about 2,000 dark stores, while Zepto covers about 40 cities with about 1000 stores and works in more than 100 cities with 1,021 dark stores.

According to Jhawar, Digital Media provided more than half of all advertising expenditures in India, providing $ 3 billion advertising revenue last year. Amazon India is already one -third of this number. With a total advertising revenue of approximately $ 600 million last year, Quick Commerce is trying to be a valuable arm for platforms, and advertisers hurriedly hurry to make the best use of increasing participation from online shoppers.

Amazon India’s rival Flipkart is not very behind in obtaining advertising revenues. In FY25, he recorded an ad revenue. La6,317 Crore, 27% annually.

Mint He reached Amazon India and Flipkart for comments about advertising revenues, but there was no response until the press time.

Although the competition is harsh in the field of online advertising, shifts, technology giants Google and Meta have a long -dominated dilution. However, it seems to have room for everyone in the online advertising universe. Jhawar, “All platforms of these numbers search, one is not seems to break. Only retail media are growing the net pie. I think a little Google income, some traditional flow income and not really each other.

According to Forrester Research Vice President and Research Director Ashutosh Sharma, Amazon continues to gain an important advantage, considering the larger adoption in the cities of metro, especially in electronic and fashion categories. “Amazon is definitely a higher investment by GMV (gross goods value) thanks to the existence of a highly fragmented market and a very few large e-reactors. Therefore, advertisers cannot leave the charm.”

In its name, fast trade markets continue to benefit from advertisers and advertising revenue potentially left the basic revenue over time.

Swiggy and Zomato’s eternal report as a flow advertising revenue, but both of them did not elaborate on FY25 in shareholders or annual reports. The number is placed in ‘Platform Services’ for Swiggy or income from operations for eternal’.

Amazon did not only take clues from Flipkart, Swiggy and Zomato to trade quickly; Like them, he also slapped an apartment and dived into customer wallets La5 platform fee for all orders in May.

“What is fascinating is how e-commerce and rapid trade are blurred together: the same money-making models, the same La5 platform fees, even the same dark patterned game book. But imitation does not guarantee differentiation, Far Farheen, an analyst of critical and developing technologies at the Asian Advance Institute, said.

“If every application looks the same and feels the same, advertisers can still have the deepest interaction, who are still not Amazon.” “Many of them are directed by interventionist formats and dark patterns at the border, impulses that customers do not realize that they are always clicking. Big platforms can get rid of it, but in the long run, confidence problems raise their problems.”

In India, Flipkart has a market share of approximately 34% of the best online retailers, while Amazon is roughly following 31%. According to an Bain & Company report, India’s general online retail GMV in 2024 was about 60 billion dollars. Fast trade platforms made up about 10% of this. “