DPIIT proposes export-only FDI opening for inventory-led e-commerce

DPIIT has proposed allowing FDI in inventory-based e-commerce exclusively for exports of India-made goods, potentially widening global access for MSMEs. The proposal retains scrutiny around platform-owned brands, preferential treatment and pricing practices.

— Filed Wed, 29 Jul, 2026, 21:11 IST · Source Financial Express · BrandWagon · Updated

DPIIT has proposed allowing FDI in inventory-led e-commerce solely to export products made in India. The change could give MSME sellers wider global-market access, while raising concerns over platform-owned brands, preferential listings and cross-subsidised pricing.

Why this matters

The proposal follows signals that FDI easing could let foreign-funded e-commerce firms hold export inventory, while cash on delivery still drives e-commerce beyond metros despite UPI’s rise.

Retail-company signals are accelerating, up 409400% QoQ.