| Revenue growth | Revenue from services +19.8% YoY to ₹3,066 Cr |
|---|---|
| Margins | Adj. EBITDA 4.0% vs 3.3% Q2FY26; Transport 6.3% |
| Demand visibility | Express parcels +32.1% YoY; PTL tonnage +14.2% |
Growth
H1FY27 revenue ₹5,997 Cr (+23.6% YoY). Express parcel shipments 325 Mn in Q2 (+32.1% YoY); PTL tonnage +14.2% YoY.
Outlook
No explicit guidance disclosed. Non-cash ESOP charge ₹313 Cr across FY27–FY30; H1FY27 capex ₹336 Cr.
Risks
Supply chain adj. EBITDA margin 0.9%; new initiatives adj. EBITDA loss ₹35 Cr; H1FY27 free cash flow negative ₹31 Cr.
Last quarter's promises, checked
Delivered
- Guided express vol +20-30% YoY, upper end → Q2 shipments +32.1% YoY (= BEAT)
Partly delivered
- Guided new-initiatives spend ≤₹160-175Cr FY27 → Q2 adj EBITDA loss ₹35Cr; FY total not disclosed (= PARTIAL)
Missed
- Guided ₹30-35Cr Q1 shortfall recouped in Q2 → Q2 adj EBITDA ₹123Cr (4.0%) vs Q1 ₹156Cr stated (= MISS; definitions may differ)
Investor Presentation filed with NSE, NSE: DELHIVERY. Summary written with AI assistance from the document.
Delhivery Ltd: key numbers
- Share price
- ₹386.00
- Market cap
- ₹28,932 Cr
- Revenue (annual)
- ₹10,508 Cr
- Net profit (annual)
- ₹152.7 Cr
- P/E (TTM)
- 309.3×Sector 28.1×
- 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 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 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
Delhivery Legal & Regulatory
Ecom Express, Delhivery's subsidiary, received a UP GST order for FY 2022-23 confirming ₹3.30 Crore including interest and penalty. No material impact expected, per management.
- Value
- ₹3.30 Cr
Delhivery Board Meeting Date
Delhivery Limited will hold a board meeting on October 30, 2026, to approve unaudited financial results for the quarter and half-year ended September 30, 2026.