Now Reading: Flipkart Ads Lead Walmart Advertising Business Growth in Q2
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Flipkart Ads Lead Walmart Advertising Business Growth in Q2
Flipkart's advertising vertical drove Walmart's global advertising business growth in the second quarter of FY27, with overall ad revenue rising 20% during the period, led by Flipkart Ads. Walmart International's net sales…
Flipkart's advertising vertical drove Walmart's global advertising business growth in the second quarter of FY27, with overall ad revenue rising 20% during the period, led by Flipkart Ads. Walmart International's net sales reached $35.2 billion in the quarter ended July 2026, up 12.8% year-on-year, while ecommerce sales grew 19%. The company said its operating income rose 28.8%, driven primarily by China and India.
Walmart warned that Q3 growth would face a headwind of over 100 basis points due to the timing shift of Flipkart's Big Billion Days between Q3 and Q4. Flipkart is focusing on expansion beyond ecommerce, including food delivery and premium grocery under its private label Pykd, while pausing its IPO plans until next year to prioritise profitability and margin improvement.
Indian Opinion Analysis
Flipkart's advertising revenue is a key high-margin stream for Walmart, helping offset lower-margin retail sales. The Big Billion Days event's timing shift between quarters is a seasonal quirk, not a slowdown. Flipkart has halted its $2-2.5 billion pre-IPO round to focus on margins, indicating that a public listing may be a year or more away. The food delivery launch and quick commerce expansion signal a push into higher-frequency categories to boost customer engagement. Watch for Flipkart's next profitability update and any revival of its IPO timeline.
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Source: inc42.com
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