Third-party logistics firms bet big on vertical quick-commerce

Third-party logistics firms are accelerating their focus on vertical quick commerce — where specialised categories such as fashion, beauty, pet care, gourmet, childcare, and others engage in direct fast deliveries — to drive growth. They expect the segment to be their next growth lever.

The shift in focus is also reflected in their recent financial results. Shadowfax recorded a remarkable Q4 FY26, with operating revenue increasing 74% year-on-year to Rs 1,237 crore.