Delhivery Limited has informed the Exchange about Investor Presentation
DELHIVERY · price
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Delhivery reported Q1 FY26 results with revenue from services at ₹2,294 Cr, up 5.6% year-on-year and 4.7% quarter-on-quarter, while total income rose to ₹2,424 Cr. EBITDA grew 53% YoY to ₹149 Cr with margin expanding 200bps to 6.5%, and profit after tax surged 67.5% YoY to ₹91 Cr at 3.8% margin. Express Parcel volumes rose to 208 Mn shipments (+13.6% YoY, +17% QoQ) with revenue up 12% YoY to ₹1,403 Cr, while PTL freight tonnage grew 14.7% YoY to 458K tons. The Ecom Express acquisition was completed on July 18, 2025 for a final consideration of ₹1,369 Cr after CCI approval, with network rationalization already underway. Cross Border revenue declined 43% YoY and Supply Chain Services revenue fell 21% YoY, showing uneven segment performance.
Strong margin expansion driven by PTL profitability turnaround (from -8.5% in Q1 FY24 to 10.7% now) and lower line haul costs signals improving business quality. The completed Ecom Express acquisition adds scale but brings integration risk; investors should watch next quarter's consolidated numbers for deal contribution.