ALFA Finder| 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
- ₹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