In Q1 2026, India's industrial and warehousing sector saw a remarkable 22% increase in leasing activity, totaling 11 million sq ft, according to a report by Colliers India. This surge was largely fueled by the recovering demand in the e-commerce sector, which accounted for 4.7 million sq ft of the total leasing, effectively doubling its market share to 13% compared to the previous year. Major companies like Amazon, Blinkit, and Reliance have been key players in this growth. The report highlights that large leasing deals, particularly those over 200,000 sq ft, comprised 48% of the total activity, with e-commerce firms representing 34% of this segment. Furthermore, the overall supply of warehousing space increased by 33% year-on-year, reaching 12.5 million sq ft, with Delhi-NCR and Bengaluru leading in new additions. Despite rising vacancy rates to 16.7%, rental prices remained stable. Experts indicate that while geopolitical tensions pose risks, the long-term fundamentals of India's warehousing market, driven by e-commerce and logistics expansion, remain robust.