Delhivery Limited has informed the Exchange about Investor Presentation
DELHIVERY · price
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Delhivery reported strong FY26 results with revenue of ₹10,486 Cr, up 17.4% YoY, and EBITDA margin expanding to 7.3% from 4.2% the prior year. The Transport segment (Express + PTL) delivered particularly strong performance with 16% ROIC, revenue growth of 24% to ₹8,939 Cr, and EBITDA margin improving to 6.3% from 3.7%. Express parcel shipments crossed 1 billion in FY26 with 40.2% YoY growth. Supply Chain Services turned EBITDA positive at ₹79 Cr (4x of FY25). Free cashflow turned positive at ₹89 Cr versus negative in FY25. The company disclosed an ~₹1,800 Cr pipeline of annual business potential across active discussions in Auto, Industrial, FMCG, and E-Commerce sectors. Cash balance stands at ₹4,555 Cr as of March 2026.
Strong operational leverage and margin expansion demonstrate Delhivery's improving profitability trajectory, which could be positive for the stock. The positive free cashflow and robust cash position provide flexibility for growth investments while the disclosed pipeline signals potential revenue visibility.