| Management target | Revenue FY27 |
|---|
| Revenue growth | 28% YoY growth in Q1 FY27. |
|---|---|
| Margins | Temporary dip due to investments; target 16-18% service EBITDA. |
| Order book | Strong pipeline in supply chain services; new e-commerce client starts. |
| Demand visibility | Strong, especially in Express and PTL segments for Q2/Q3. |
| Management confidence | High; citing record Q1 volumes and strong festive outlook. |
Growth
Q1FY27 Revenue reached nearly Rs.3000 Cr (+28% YoY); EBITDA was Rs.156 Cr (+5% YoY). Express volumes grew 55% YoY.
Outlook
Targeting 16-18% service EBITDA for Express; Delhivery Local GMV target revised upwards; NBFC license secured for fleet financing.
Risks
Chronic labor shortages, election/weather disruptions, and fuel price inflation impacted Q1 margins.
Last quarter's promises, checked
Delivered
- Guided FCF positive FY26 → delivered Rs.89 Cr (= BEAT)
- Guided Express service EBITDA 16-18% → delivered upper end (= BEAT)
- Guided CapEx reduction vs FY23 → delivered 4.7% vs 7.8% (= BEAT)
Partly delivered
- Guided NWC reduction → delivered 11 days (Partial as sustainability pending) (= PARTIAL)
Investor Presentation filed with BSE, 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.
More from Delhivery Ltd
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- Value
- ₹0.02 Cr