Delhivery
Other · 8 quarters tracked · source-linked performance and management context.
Latest revenue
₹2,850 Cr
verified financial record
Quarters tracked
8
source records in the directory
Delivery assessment
0
Across 8 tracked commitments: 0 delivered, 8 missed.
Call date
2026-05-16
latest available source date
Signal trajectory
8 actual quartersCurrent read
0/100
Across 8 tracked commitments: 0 delivered, 8 missed.
Latest source read
What changed this quarter?
Delhivery reported a record FY26 with revenue crossing INR 10,400 crore, delivering over 1 billion packages and achieving INR 764 crore EBITDA (7.3% margin). PAT stood at INR 347 crore. The Express Parcel business grew 46% YoY revenue, while PTL grew 20% in both revenue and volume. Supply Chain Solutions turned around with service EBITDA expanding 4x to INR 79 crore. The company turned free cash flow positive at INR 89 crore, one year ahead of plan, driven by margin expansion and capital efficiency (CapEx/revenue down to 4.7%, net working capital days reduced to 11). Management highlighted continued investment in AI, robotics, and new initiatives (Delhivery Direct, Rapid) with guided investment of INR 130-160 crore in FY27. Key risk: potential consumption slowdown from rising fuel prices and competitive intensity from captive 1P networks.
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Signal
Positive
Revenue
₹2,850 Cr
Source date
2026-05-16
Across the record
Quarter history.
History modules