On New Year’s Eve 2025, Blinkit and Zomato together delivered a record 7.5 million orders in a single day — serving 6.3 million customers across India. That is not a statistic about food delivery.
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On 1 February 2026, FM Nirmala Sitharaman presented her ninth Union Budget — where individuals earning up to ₹12 lakh pay zero tax, and salaried employees earning up to ₹12.75 lakh pay nothing — was retained in full.
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The Open Network for Digital Commerce continues to grow — seller onboarding is accelerating, GMV is climbing, and the government’s intent to democratise digital commerce is becoming operationally real.
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December extended a pattern Amazon itself has been signalling all year: record visits, broader category exploration, but shorter attention windows.
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Indian e-commerce has always been dynamic. But in 2025, the ground beneath it is shifting in a way that is structural, not seasonal.
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Structural resets like GST 2.0 e-commerce impact happen maybe once a decade. Most brands will treat it as compliance. A few will treat it as positioning.
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