Record Q2 FY27 growth with margin and FY28 volume guidance

Management guided margin improvementMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

DELHIVERY · price

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Price reactionminutes from the announcement price · days from the prior close

+3.1%Reaction day

₹418.00

prior close

₹429.05

announcement price

In-mkt

timing

Nifty Smallcap 250market+0.8%+2.3% vs market

Logistics Solution Provider peers, median of 45sector+1.3%+1.8% vs sector

On the reaction day the stock moved 2.3 pts more than Nifty Smallcap 250 and 1.8 pts more than its Logistics Solution Provider peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.1

10m

+0.0

15m

-0.2

30m

+0.2

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+3.1+0.8+2.3+1.3+1.8

Next day

+2.4pendingpending+1.2+1.2

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15d

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UpDownMarket · Nifty Smallcap 250Sector · Logistics Solution Provider peers, median of 45Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 service revenue rose 20% year on year to Rs 3,066 crore; express shipments hit 325 million, up 32%, and truck freight was 545,000 tonnes, up 14.2%. Adjusted earnings before interest, tax, depreciation and amortisation were Rs 123 crore, 4% of revenue; profit after tax was Rs 41 crore. Management expects FY27 transport margins to rise 1.3 to 1.5 percentage points and sees 16% to 20% e-commerce volume growth in FY28.

Likely market impact

Positive: record growth and margin guidance may support the stock, but gains still depend on festive demand, fuel prices and execution.