| Revenue growth | 17.4% YoY for FY26; 30% YoY for Q4FY26. |
|---|---|
| Margins | EBITDA margin expanded to 7.3% in FY26 vs 4.2% FY25. |
| Demand visibility | Strong; ~₹1,800 Cr pipeline for Supply Chain Services. |
| Management confidence | High; citing scale, growth, and positive free cashflow. |
Growth
FY26 revenue grew 17.4% YoY to ₹10,486 Cr. Express parcel shipments crossed 1B units, growing 40.2% YoY.
Outlook
Focus on 16% ROIC in Transport; ~₹1,800 Cr SCS business pipeline; ongoing automation and drone R&D.
Risks
Integration costs from Ecom Express acquisition and potential yields pressure in competitive logistics segments.
Earnings Call filed with NSE, NSE: DELHIVERY. Summary written with AI assistance from the document.
Delhivery Ltd: key numbers
- Share price
- ₹400.85
- Market cap
- ₹30,035 Cr
- Revenue (annual)
- ₹10,508 Cr
- Net profit (annual)
- ₹152.7 Cr
- P/E (TTM)
- 321.1×Sector 28.2×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 41.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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