Delhivery Limited has informed the Exchange regarding a press release dated August 01, 2025, titled Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2025.
DELHIVERY · price
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Awaiting price reaction for this filing.
Delhivery reported Q1 FY26 revenue from services of Rs. 2,294 Cr, up 6% YoY from Rs. 2,172 Cr in Q1 FY25. EBITDA rose 53% YoY to Rs. 149 Cr with margin expanding to 6.5% (from 4.5%), and profit after tax jumped 67% YoY to Rs. 91 Cr, with PAT margin improving to 3.8% from 2.4%. The Express Parcel business led growth with 14% YoY rise in shipment volumes to 208 million and 10% revenue growth to Rs. 1,403 Cr, while Part Truck Load revenue grew 17% YoY to Rs. 508 Cr with service EBITDA margin expanding sharply by 750 bps to 10.7%. Smaller segments — Supply Chain (Rs. 205 Cr), Truckload (Rs. 148 Cr) and Cross Border (Rs. 24 Cr) — all saw YoY revenue declines. Management highlighted new initiatives 'Rapid' (20 active stores, Rs. 1.2 Cr monthly run-rate) and 'Direct', and expressed optimism ahead of the festive sale season.
Strong profit growth and margin expansion on the back of operating leverage are positives for shareholders, though weakness in Supply Chain, Truckload and Cross Border segments is a concern. Positive festive season commentary and continued volume momentum in core parcel and PTL businesses could support near-term sentiment.