| Revenue growth | 27.8% YoY for Q1FY27. |
|---|---|
| Margins | EBITDA margin at 5.3% vs 6.5% in Q1FY26. |
| Demand visibility | Express parcel shipments up 55.2% YoY. |
Growth
Express parcel shipments grew 55% YoY; revenue from services rose 28% YoY.
Outlook
Strong momentum in Express and PTL tonnage; infrastructure expanded to 23.3 million sqft.
Risks
Ecom Express integration costs impacted margins; PAT margin compressed from 3.8% to 2.0% YoY.
Last quarter's promises, checked
Delivered
- Guided FCF positive in FY26 → delivered ₹89 Cr (= BEAT)
- Guided Express margin 16-18% → delivered upper end (= BEAT)
- Guided CapEx intensity reduction → delivered 4.7% vs 7.8% FY23 (= BEAT)
Partly delivered
- Guided NWC reduction to 11 days → delivered 11 days but integration costs pending (= PARTIAL)
Missed
- Guided PAT margin 3.2% FY26 → delivered 2.0% Q1FY27 (= MISS)
Investor Presentation 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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