| Revenue growth | 40% overall growth; Express business up 46% YoY. |
|---|---|
| Margins | Express margins at 16-18%; overall adjusted EBITDA at 7.3%. |
| Order book | Billion-plus shipments in FY26; 2 million metric tons in PTL. |
| Demand visibility | Positive 15-20% medium-term e-commerce industry growth expected. |
| Management confidence | High; Board reconstitution complete; profitable and cash generative core. |
Growth
Revenue reached ₹10,486Cr; Express parcel revenue grew 46% YoY with a billion-plus shipments. PTL revenue was ₹2,254Cr.
Outlook
Guided for 15-20% e-commerce industry growth; planned ₹130-160Cr investment in new initiatives (Delhivery Direct/Rapid) for FY27.
Risks
Fuel price increases (diesel) and tightening labor markets in India creating cost pressures and potential consumption headwinds.
Earnings Call filed with NSE, NSE: DELHIVERY. Summary written with AI assistance from the document.
Delhivery Ltd: key numbers
- Share price
- ₹398.15
- Market cap
- ₹29,833 Cr
- Revenue (annual)
- ₹10,508 Cr
- Net profit (annual)
- ₹152.7 Cr
- P/E (TTM)
- 318.9×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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