Delhivery Limited has informed the Exchange about Presentation
DELHIVERY · price
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Delhivery reported strong Q4 FY25 results with revenue from services of ₹2,192 Cr, up 5.6% year-on-year but down 7.9% quarter-on-quarter. The company swung to a profit after tax of ₹73 Cr (3.1% margin) versus a ₹69 Cr loss in Q4 FY24. EBITDA more than doubled to ₹119 Cr with margin expanding to 5.4% from 2.2% a year ago. For the full year FY25, revenue grew 9.7% to ₹8,932 Cr, EBITDA nearly tripled to ₹376 Cr (4.2% margin vs 1.6%), and the company reported its first-ever full-year profit of ₹162 Cr versus a ₹249 Cr loss in FY24. The Part Truckload (PTL) segment turned profitable with 5.4% margin versus -3.0% last year. Cash and equivalents stood strong at ₹5,493 Cr with a net cash position of ₹5,453 Cr and zero net debt-to-equity ratio.
This is a major turning point for Delhivery shareholders — the company has demonstrated consistent profitability expansion across segments with improving operating leverage. The proposed Ecom Express acquisition (around 40% of Delhivery's express volumes) could significantly scale the business, though integration risks and ₹300 Cr of integration costs are factored in. Net cash position and zero debt provide a strong cushion for shareholders, and the reduction in capex intensity (to 1.3% of revenue) signals a more capital-efficient growth phase.