DELHIVERYBSEDelhivery LtdHighNeutral
Announced Sat, 16 May · 16:48 IST

Press Release on Audited Standalone & Consolidated Financial Results for the quarter and financial year ended March 31, 2026

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF

DELHIVERY · price

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Price reaction · full curve 14 horizons · vs prior close
-3.5%1-day move
₹476.20
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₹472.95
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AI summary

Delhivery reported strong FY26 results with revenue of Rs.10,486 Cr (17% YoY growth) and EBITDA of Rs.764 Cr (7.3% margin), doubling from FY25. The company delivered 1 billion e-commerce parcels in FY26 and ~2 million metric tonnes of PTL freight (17% YoY growth). Q4FY26 showed accelerated growth with revenue of Rs.2,848 Cr (30% YoY) and EBITDA margin of 8.1%. PAT before Ecom integration costs was Rs.347 Cr for FY26; consolidated PAT was Rs.153 Cr after accounting for Ecom Express integration costs. The business turned free cashflow positive at Rs.89 Cr, with a strong cash balance of Rs.4,555 Cr. New AI-powered initiatives and international expansion were launched during the quarter.

Likely market impact

Strong operational performance with margin expansion and positive free cashflow signals improving profitability; the stock appears well-positioned given 30% Q4 revenue growth and 2x EBITDA growth year-over-year.