Amazon says India’s ecommerce exports hit $20b

Amazon said Indian sellers on its platform have reached over US$20 billion in total exports, with nearly US$7 billion recorded in 2025.

The company’s Global Selling program, launched in 2015, allows Indian small and medium-sized businesses to sell to customers in 18 international markets.

Amazon said its exporter base in India has grown to about 200,000 sellers, up 33% year-on-year, spanning 28 states and seven union territories.

This milestone comes as Indian exporters face new US tariffs, imposed in August, which doubled duties on several goods to 50%.

According to India’s commerce ministry, exports to the US dropped to US$5.4 billion in September from US$6.9 billion in August after the tariffs took effect.

Amazon said exports from smaller Indian cities such as Panipat and Karur have risen, with both cities together shipping goods worth nearly US$160 million in 2024.

The company aims to reach US$80 billion in Indian exports by 2030.

🔗 Source: Reuters

🧠 Food for thought

Implications, context, and why it matters.

Smaller cities are contributing more to Amazon-enabled exports, but tariff impact remains unclear across product categories

Panipat and Karur brought in $160 million in 2024, Bhadohi plus Erode grew, while Amazon puts 2025 exports by Indian sellers near $7 billion 1.
No category split clouds tariff exposure, as US measures lift duties on many Indian goods to as high as 50% while exempting pharmaceuticals and electronics 2.
Amazon targets $80 billion in cumulative ecommerce exports by 2030 3, while US-bound shipments from India fell to about $5.4 billion in September from $6.9 billion in August after tariffs took effect 1.
Unknown splits of the $20 billion across the US, the UK plus Germany plus Canada keep optimism and exposure mixed 1.

Third-party logistics (3PL) and compliance tools could capture demand from tariff-hit Indian exporters seeking diversification

Logistics firms plus fintech platforms can use the tariff shock to help Indian small and medium-sized businesses (SMBs) shift from the US to other destinations to avoid a single corridor (a single trade lane) 4.
India has simplified e-commerce export rules, with new trade finance initiatives meant to support this shift 1 5. Micro, small and medium enterprises (MSMEs) often lack resources for multi-country compliance or tariff schedules or routing 4.
Automated tools can map product categories to optimal destinations, calculate landed costs, then handle cross-border payments for roughly 200,000 Amazon exporters 1. Landed costs cover duties, taxes, and shipping.
After the August tariff shock, buyers canceled orders in industrial clusters (manufacturing hubs) 4. Exporters need access to new countries, while a weaker rupee plus Indian government support aim to bolster competitiveness 5.