| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 28% YoY growth driven by record quarterly Express parcel volumes. |
|---|---|
| Margins | EBITDA margins impacted by wage hikes and fuel lag; recovery expected. |
| Demand visibility | Strong visibility with festive spikes expected to continue through H2. |
| Management confidence | Balanced; optimistic on volumes but cautious about near-term input costs. |
Growth
Revenue rose 28% YoY to ₹3,000 Cr; Express volumes grew 55% YoY, partly inorganic.
Outlook
Management expects Express volumes to hit upper end of 20-30% guidance range for FY27.
Risks
Rising fuel and minimum wage costs lack immediate contractual pass-through in some segments.
Last quarter's promises, checked
Delivered
- Free cash flow positive by FY27 → delivered ₹89 Cr in FY26 (= BEAT)
- Revenue target >₹10,000 Cr → delivered ₹10,486 Cr (= BEAT)
- Express volume target 1B parcels → delivered 1B+ (= BEAT)
Partly delivered
- CapEx intensity target 4% → delivered 4.7% (= PARTIAL)
Earnings Call Transcript 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 27.6×
- 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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