Announced Thu, 13 Aug, 2026 · 23:56 IST
Delhivery Q1FY27 Earnings Call Transcript
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing
DELHIVERY · price
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AI summary
Delhivery's Q1FY27 revenue came in near Rs.3,000 Cr, up 28% year-on-year. EBITDA stood at Rs.156 Cr, up 5%. Express volumes hit 322 million parcels, up 55% year-on-year. PTL freight rose 18% with yield improving to nearly Rs.12. Margins took a hit from fuel and minimum wage costs, around Rs.30-35 Cr. FY27 Express service EBITDA margin target held at 16-18%, PTL targeted to exit at 15-15.5%.
Likely market impact
Positive: record express volumes, share gains from insourced logistics, margin trajectory for FY27 unchanged despite Q1 cost headwinds.