Delhivery Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.
DELHIVERY · price
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Delhivery reported consolidated revenue of Rs. 22,940 million for Q1 FY26, up about 5.6% from Rs. 21,723 million in the same quarter last year. Total income rose to Rs. 24,239 million, while profit for the period jumped nearly 67% YoY to Rs. 910 million (from Rs. 544 million), with basic EPS at Rs. 1.22 vs Rs. 0.74 earlier. No exceptional items were booked this quarter, and the company posted a strong operating performance with profit before exceptional items and tax rising ~54% YoY. Auditor Deloitte Haskins & Sells issued an unmodified review report but flagged an emphasis of matter on goodwill amortization treatment relating to the past Spoton-Vankatesh Pharma scheme. The Ecom Express acquisition (99.87% stake for ~Rs. 1,394 million) closed on July 18, 2025, after the quarter end.
Strong profit growth signals improving operating leverage and cost discipline, likely to be viewed positively by investors. However, the Ecom Express acquisition will bring additional scale but also integration costs and debt in coming quarters, which could temper near-term margin outlook.