Delhivery CEO brushes off Amazon logistics threat: 'businesses aren't built on press releases'

On a post-earnings call, Sahil Barua argued Amazon's expanding India logistics ambitions can't be replicated through announcements, citing the years of operational investment and physical infrastructure required to run a pan-India parcel network.

— Filed Wed, 27 May, 2026, 22:00 IST · Source Moneycontrol · Updated

Delhivery CEO Sahil Barua dismissed concerns over Amazon's expanding India logistics ambitions on a post-earnings call, arguing that pan-India parcel networks require years of operational investment and infrastructure that cannot be replicated through announcements alone.

Why this matters

Reinforces Barua's consistent dismissal of Amazon's India logistics ambitions, echoing his 'old wrapper' framing of Amazon's 3PL push, even as Delhivery shares slid 6% on flat Q4 profit despite 26% revenue growth.

Leadership commentary steady at 108 signals in last 90 days.

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