Ecommerce and Quick Commerce Set to Boost Ad Revenue Amid Profitability Focus

Ecommerce and Quick Commerce Set to Boost Ad Revenue Amid Profitability Focus

Synopsis

Online platforms like Amazon, Flipkart, Blinkit, Instamart, Zepto, Zomato, and Swiggy are set to earn substantial advertising revenue. This growth is fueled by integrated shopping experiences and advanced AI insights. Quick commerce is experiencing rapid expansion, with brands shifting ad spends for faster results.
ETtech
Ecommerce, quick commerce and food delivery platforms are projected to generate more than Rs 28,000 crore in revenue from advertising in 2026, up 30% from last year, making ads a critical margin lever for these entities working on narrow margins.

Ecommerce majors such as Amazon and Flipkart are expected to clock Rs 19,000-20,000 crore in ad revenue in 2026, up from the previous year’s Rs 16,000 crore, according to data shared by Deloitte.

Quick commerce platforms, including Blinkit, Instamart and Zepto, are expected to clock Rs 4,900 crore in ad revenue this year, up from Rs 3,000 crore posted the previous year, according to Datum Intelligence.

Food delivery giants Zomato and Swiggy are expected to clock 20-25% jump in their combined 2025 ad revenue of Rs 2,500 crore, a senior industry executive said.

ETtech

These platforms, where discovery and purchase are tightly integrated, have emerged as a big online advertising engine. Quick commerce is seeing the fastest ramp-up, aided by high-frequency usage and limited in-app inventory, while ecommerce continues to anchor overall volumes of ad spends.

“Given that quick commerce gives brands the ability to attribute success or failure through data, a lot of campaigns have moved there,” said Anand Ramanathan, partner and consumer industry leader at Deloitte India. “Eventually, quick commerce is going to be critical, probably making up half of all ecommerce spend in the coming years.”