Delhivery and Ecom Express: What Changed for Sellers and What to Check Now

Delhivery completed its acquisition of Ecom Express on 18 July 2025, according to a Delhivery filing reported by BW Retail World. The Competition Commission of India (CCI) approved the deal in June 2025, and the report puts Delhivery's stake at 99.87%. Delhivery expects to rationalise Ecom Express's network footprint and overhead, with temporary integration costs. What the report does not say is how this changes rates, services or operations for sellers. As of 9 November 2026, we could not confirm those changes from a source we could open, so this page tells you what is known and what to ask.

What exactly happened?

From the BW Retail World report of 2 August 2025:

• Approval. The CCI formally approved the acquisition in June 2025.
• Completion. Delhivery's filing said it completed the purchase on 18 July 2025.
• Stake. Delhivery holds 99.87% of Ecom Express, after an exchange filing on 23 July 2025 reported it had bought the remaining shares.
• Price. The report does not disclose it.
• Accounts. Ecom Express's financials are consolidated from the closing date, and the Q1 FY26 statements do not reflect any integration impact.

This is the news. We have not independently verified the filing, and the Delhivery investor page did not load for us.

What did Delhivery say about integration?

Delhivery said it expects temporary integration costs as it rationalises Ecom Express's network footprint and overhead costs. The filing says almost all of them would be concentrated in a six-month period from completion, and that Delhivery is confident costs will not exceed the ₹300 crore estimate given at the initial announcement. It also said revenue retention from the acquisition was trending ahead of plan.

For a seller, "rationalising network footprint" can mean sort centres, routes or pickup hubs being merged or closed. The report does not say which ones, or when, or how this affects pickup or delivery times. Treat any claim about specific closures as unconfirmed until your account manager shows you a notice.

What changed for sellers?

Not confirmed. The report says nothing about services, pricing or operations for Ecom Express sellers beyond the network and overhead rationalisation. We also could not find a Delhivery or Ecom Express notice to sellers that we could open. So we cannot tell you that:

• rates went up or down;
• Ecom Express account logins or contracts moved to Delhivery;
• COD remittance days changed;
• the Ecom Express brand or tracking will stop.

Any of these may have happened. If your courier or aggregator told you something, ask for it in writing.

Why did the deal matter for coverage and price?

Inc42's June 2026 feature says the Ecom Express acquisition left Delhivery with a gap-filling position in remote pin codes. It reports Delhivery at over 18,850 pin codes and quotes an industry source saying Delhivery charges 18 to 20% more in some areas, which helped Amazon and Flipkart win business there. One unnamed source is not a price survey, and we cannot confirm that figure.

The competitive picture also shifted in 2026. Amazon announced Amazon Supply Chain Services on 4 May 2026, and Business Standard reported that Delhivery's shares fell as much as 4% the next day on concerns about parcel and fulfilment competition. For sellers, more competition between couriers is useful in a rate negotiation.

What should you check with your courier now?

1. Contract and rates. Is your agreement with Delhivery, Ecom Express or an aggregator? Did the rate card change after July 2025, and when? Ask for the current one, with weight slabs, zones, COD fee and RTO charge.
2. Pickup and delivery performance. Look at your own numbers for the last six months: pickup on time, first-attempt delivery, NDR rate, RTO rate. Look for a break around July 2025 and again around the six-month window after completion.
3. COD remittance. Check the remittance days against your contract. If cash arrives later than before, raise it. See early COD remittance in India.
4. Tracking and NDR flow. Check whether tracking IDs, NDR links and status names changed. Our NDR management guide explains what to do with each status.
5. Claims. Lost and damaged shipment claims need the right entity and documents. Ask who now handles them.
6. Pin codes. Pull your top 30 pin codes and your worst 10 by RTO. Ask for confirmation that each is still served and from which hub.

Should you move volume or add a second courier?

Do not move everything because of a news item. Do not ignore it either. A merger changes the network for a period, and a second courier protects you.

A sensible way to act:

• Keep a second courier live with 10 to 20% of volume, so you have live data and can shift quickly. Choose one with strength where your first is weak. See best courier for D2C brands in India.
• Test alternatives on the same pin codes. Amazon Shipping states 14,000+ pin codes, COD enabled everywhere it serves, and COD disbursement in under 48 hours. Shadowfax states 16,681+ pin codes and D+2 COD remittance on its SF360 plan. Those are provider claims, so verify them with a pilot. See Amazon Shipping and MCF.
• Compare per delivered order, not per parcel. A lower rate with a higher RTO is not cheaper.

For example, suppose you ship 500 orders a month through a courier whose RTO rises from 12% to 15%. That is 15 more returns a month. If each costs ₹140 in forward and return freight, you lose ₹2,100 a month before counting the lost sales. The numbers are an illustration, so use your own to decide.

What is still unknown?

• The price Delhivery paid.
• Whether, when and how Ecom Express's brand, network and systems will be merged.
• How rates, service levels and COD terms changed for Ecom Express sellers.
• What the final integration cost was. The ₹300 crore figure is a ceiling from the filing, not an outcome.

We will not guess at these. If you need a decision, ask the courier and get it in writing.

FAQ

When did Delhivery complete the Ecom Express acquisition? Delhivery's filing said it completed the purchase on 18 July 2025. The CCI had approved the deal in June 2025. The report puts Delhivery's stake at 99.87%.

How much did Delhivery pay for Ecom Express? The report we opened does not disclose the price. Delhivery gave a ₹300 crore ceiling for integration costs, which is separate from the price.

Will Ecom Express shut down? Not confirmed. Delhivery said it will rationalise Ecom Express's network footprint and overhead costs. It did not say in that report whether the Ecom Express brand or services will end.

Will my shipping rates go up? Not confirmed. The report says nothing about pricing for sellers. Ask for your current rate card in writing and compare it with the one you had before July 2025.

Do I need to do anything if I use Ecom Express through Shiprocket or another aggregator? Ask your aggregator which courier handles your parcels and whether anything changed in rates, tracking or COD remittance. Aggregators often switch carriers behind the scenes, so check your own delivery data.

Is it safe to keep using Delhivery? Delhivery states it is retaining revenue ahead of plan, per its filing. That is a company statement about revenue, not about your delivery quality. Judge it on your own data, and keep a second courier.

Where can I read Delhivery's own announcement? Delhivery posts exchange filings on its investor relations pages, and on the BSE and NSE websites. We could not load the investor page, so we relied on a news report of the filing.

Next step

Pull six months of your courier data, ask the three questions above and decide whether a second partner is worth a pilot. Blooprint's Amazon account management team can help you compare shipping cost per delivered order across channels.