ALFA Finder| 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
- ₹439.85
- Market cap
- ₹32,968 Cr
- Revenue (annual)
- ₹10,508 Cr
- Net profit (annual)
- ₹152.7 Cr
- P/E (TTM)
- 178.6×Sector 32.3×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 39.54%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Delhivery Ltd
All →Delhivery Employee Stock Options
Delhivery Limited has granted 64,400 stock options to eligible employees under its ESOP Plan IV, 2021. The options are exercisable at Re. 1 per share and vest over four years.
- Execution
- 4 years
Delhivery Capital Structure Change
Delhivery will infuse up to Rs.36 Crore into its wholly owned subsidiary DFDPL in tranches. The funds support the subsidiary's fintech distribution business for logistics participants.
- Value
- ₹36.00 Cr
- Execution
- In one or more tranches, as per DFDPL's business requirement, up to Rs.36 Crore.
Delhivery Investor Presentation: Key Takeaways
Q2FY27 revenue from services ₹3,066 Cr (+19.8% YoY), adj. EBITDA ₹123 Cr (4.0% margin), PAT ₹41 Cr vs prior-year loss of ₹51 Cr. Express parcel growth leads; cash ₹4,676 Cr.
Delhivery Results Update
Delhivery reported Q2FY27 revenue from services of ₹3,066 Cr, up 20% YoY, with EBITDA tripling to ₹205 Cr. Consolidated PAT stood at ₹41 Cr.
Delhivery Q2 FY27 Results: Turns Profitable, Net Profit ₹40.6 Cr
Delhivery Ltd reported revenue from operations of ₹3,066 Cr (+19.8% YoY) and net profit of ₹40.6 Cr for Q2 FY27.
- Key figure
- Net profit ₹40.6 Cr
Delhivery Legal & Regulatory
Delhivery's subsidiary Ecom Express received a UP GST order confirming a tax demand, interest and penalty. The penalty is Rs.0.18 Crore, and management expects no material impact.
- Value
- ₹0.18 Cr