Indian e-commerce and logistics are shifting their focus from growth to profitability. Investments are becoming more cautious and companies are prioritizing reducing cash burn. E-commerce growth has slowed in recent quarters, but is still expected to reach $163 billion by 2026. E-commerce logistics growth is also slowing down, with revenue growth limited to around 20% this year. Industry leaders attribute this slowdown to overvaluation in the industry. Targeted investments are still happening, with a focus on increasing volume through quality infrastructure. Companies are now prioritizing cross-utilization and optimization to achieve profitability.
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