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India Drafts Pilot FDI Easing for Export-Only E-Commerce Sales

A draft now before key ministries outlines a small pilot restricted to export-only inventory under strict audits.

Overview

  • The DGFT proposal would allow platform-linked export entities to buy from Indian sellers and sell to overseas customers, with changes to DPIIT’s FDI rules and cabinet approval still required.
  • Safeguards in the draft include segregated export inventory, full traceability, escrow-based settlements, strict reporting, periodic audits, and stiff penalties including possible criminal action for breaches.
  • The Commerce Ministry has discussed the model with Amazon, Flipkart, FedEx, DHL, industry bodies, and the RBI’s foreign exchange department, with an initial rollout limited to a few entities.
  • The plan aims to ease cross-border trade for MSMEs by shifting documentation, logistics and returns processing to export facilitators, with export incentive sharing mechanisms under consideration.
  • Retail associations representing small brick-and-mortar sellers oppose the change, citing diversion risks, as the proposal surfaces during sensitive U.S.–India trade discussions and ongoing scrutiny of platform practices.