India’s e-commerce market is projected to grow from $90 billion to $250 billion by 2030, according to a joint report by Google and Deloitte. Titled The $250 Billion Commerce Frontier, the report highlights a major shift in how consumers discover and shop online, driven by mobile-first behaviour, AI integration, and content-led discovery.
A key growth driver will be Gen Z consumers, with an estimated 220 million users expected to contribute 45% of total online spending by 2030. This growth will be further supported by 150 million new internet users entering the digital economy, increasing overall demand for personalised and immersive shopping experiences.
The report points to a transformation in the traditional shopping funnel, evolving into a continuous loop of discovery, validation, and purchase. AI is expected to play a central role, enabling features such as virtual try-ons, conversational shopping, and real-time product curation. It also estimates that AI-driven efficiencies could boost retail profitability by 30–35% through better personalisation, inventory management, and logistics.
Creators are emerging as a powerful influence in digital commerce, with projections suggesting they could impact up to 30% of retail spending. Meanwhile, live commerce is expected to grow into an $8 billion segment, particularly across fashion, beauty, and electronics.
Quick commerce is also set for rapid expansion, projected to reach $50 billion by 2030, with non-food categories accounting for nearly 45% of demand as the model expands beyond metros.
Overall, the report underscores that AI, creators, and immersive technologies will define the next phase of India’s e-commerce growth.
