Amazon to integrate Indian logistics arm with its marketplace to boost supply chain efficiency after NCLT approval.
The National Company Law Tribunal has sanctioned the merger of Amazon Transportation Services and Amazon Seller Services in India. This move allows the e-commerce giant to incorporate its logistics operations directly into its primary marketplace division. Announced on 23 December 2025, the integration is designed to consolidate the corporate structure and improve operational synergies within the Indian market.
The consolidation of these complementary business units is expected to enhance shareholder value and streamline the domestic supply chain. Under the sanctioned scheme, the share exchange ratio is set at 38 new shares of the marketplace entity for every 10 shares of the logistics arm. Following this approval, the dedicated transport division will be dissolved, with all legal proceedings and liabilities shifting to the parent marketplace organisation.
This strategic alignment comes as international marketplaces face increased regulatory oversight regarding platform neutrality. By housing logistics and marketplace functions under a single entity, Amazon can maintain rigorous control over the delivery experience and fulfilment network while navigating foreign direct investment regulations. This trend mirrors similar moves by competitors to strengthen in-house logistics capabilities.
The marketplace entity reported a turnover exceeding ₹25,406 crore for the financial year ending March 2024, while the transport arm recorded revenue of ₹4,889 crore. Earlier in December 2025, the company committed to a $30 billion investment in India by 2030, aimed at expanding its delivery infrastructure and supporting auxiliary industries such as packaging and manufacturing.
SOURCE – ET
