Shiprocket, Indiaโs leading AI-driven commerce enabler, in partnership with Deloitte, today released "AI for Bharat Commerce: Unlocking the $250 Billion Business Opportunity," a report mapping the next phase of growth for India's e-commerce industry. The study projects that India's e-commerce market will grow from roughly $90 billion in 2025 to approximately $250 billion by 2030, as AI-powered discovery, checkout intelligence and fulfillment innovation reshape how the country's next wave of consumers shop online.
The report also highlights the growing importance of Bharat in India's digital commerce journey. With 488 million rural internet users accounting for 55% of India's active internet population, 98% of internet users consuming content in Indic languages, and vernacular voice queries growing by 156% compared to English, businesses will need to build more inclusive, vernacular-first commerce experiences. The report also notes that Tier II and Tier III cities already account for over 60% of India's online shoppers, reflecting the growing contribution of Bharat to India's digital economy
The report identifies three defining trends shaping the future of Indian commerce:
AI-powered personalisation, where advanced AI models and generative AI will enable highly intuitive shopping experiences through intelligent recommendations, conversational commerce and visual discovery.
Conversion Intelligence, where AI-powered recommendations, predictive decision-making and intelligent customer engagement are helping brands improve conversions, customer retention and average order values.
Bharat-led digital adoption, where growing internet penetration, rising rural connectivity and increasing consumption of Indic-language content are expanding the addressable market for digital commerce across India.
The report also notes that 90% of Indian consumers believe Generative AI has improved their online shopping experience, highlighting the growing acceptance of AI-led commerce experiences.
The report also presents examples of how AI is improving business outcomes across the commerce value chain. Recognised returning customers convert at 2.1x the rate of new-to-ecosystem users, and brands with repeat purchase rates above 25% post profit margins 3.4x higher than those below 15%, highlighting AI's growing role in improving customer engagement, conversion and long-term business outcomes.
Commenting on the findings, Saahil Goel, MD & CEO, Shiprocket, said: "India's e-commerce landscape is entering its next phase of growth, and technology will play a central role in shaping that journey. Consumers today expect faster, more personalised and more convenient shopping experiences. For businesses, this means investing in AI, strengthening fulfilment capabilities, and building experiences that cater to customers across both metro and emerging markets. The report outlines the trends that we believe will define the sector over the coming years."
Dr. Anand Ramanathan, Partner & Consumer Industry Leader, Deloitte India, noted, โAs India charts its path toward becoming one of the world's largest and most dynamic commerce markets, the winners will not simply be those who adopt Al, but those who learn how to apply it with precision, speed, and discipline. The opportunity is large. The next phase will belong to those who act decisively.โ
The report combines industry research, market trends and Shiprocket's commerce insights to examine how AI is reshaping product discovery, customer engagement, fulfillment and commerce experiences across India. It also explores the growing importance of Bharat, vernacular commerce and AI-enabled personalisation in shaping the future of the country's e-commerce ecosystem.
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