Q1-FY26 · Q4 FY25
Express Parcel margins to expand in FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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DELHIVERY / Q1-FY25 / promises
Measure what management said.
Delhivery · A quarter-by-quarter view of forward statements and whether delivery is visible yet.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Management delivery ledger
Promises over time.
Q2-FY25 · Q1 FY25
Express Parcel EBITDA margin to remain in 18-20% range
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
Express Parcel margins to remain in 16%-18% range
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
Ecom Express integration costs within INR 300 crore envelope
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
Express service EBITDA margins to remain at 17-18%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
Integration costs materially below ₹300 crore envelope
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
Express service EBITDA margins to return to 17%-20% range
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY26 · Q3 FY26
Ecom Express integration costs ~₹150-160 crore
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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