Delhivery · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
79%
Numeric claims
2
Consistency
contradicted
Question ledger
Sachin Salgaonkar · Bank of America
directFundamentally, the drop in yield is a function of volume mix... there is a double-digit decline in the average weight per parcel... It's just an organic shrinkage in yield and has nothing to do with pricing.
Sachin Salgaonkar · Bank of America
partialWhat you're seeing in Q1 is actually a very minimal impact of volume transition from Ecom Express to Delhivery... The real impact actually is in July... there's a very materially higher trend for July... Broadly speaking, we anticipate that margins will actually expand as volumes go up, and we'll easily be in the 16% - 18% range.
Sachin Salgaonkar · Bank of America
partialThe main opportunity that it creates is brands who work with big commerce companies... there's a large amount of B2B consignments that get shipped to both the mother warehouses of Rapid Commerce companies as well as the dark stores... It's actually been a pretty exciting part of the Part Truckload business over the last two or three quarters.
Sachin Salgaonkar · Bank of America
directI think what we've seen is a reduction in the intensity of price competition... all of the contracts that we've negotiated with clients are at Delhivery pricing... The rational pricing has been cleaned out, at least out of what was the erstwhile Ecom Express network.
Vijay · Research desk
directWe have retained significantly more than the 30% that was planned originally... we will be close to about perhaps somewhere in the 55% - 65% retained volume already, and this continues to rise month on month.
Vijay · Research desk
partialI think clearly we've retained more volume than we anticipated... we have gained share across all client types... the consolidation towards a quality partner who is reliable, that trend is also visible at the third marketplace.
Vijay · Research desk
directIn terms of recurring costs, there will be none, no further recurring costs, because as the volumes go up, it's as if we were expanding the Delhivery network itself.
Sachin Dushan · Research desk
directWe've got probably close to about INR 300 crore of sort of broad supply chain mandates which are in various stages of conversion... we probably have more than INR 1,000 crore in the pipeline... Fairly confident that we'll get to the INR 1,800 crore, INR 2,000 crore in SCS.
Sachin Dushan · Research desk
partialI think when we were evaluating the deal, it was our judicial responsibility to take a conservative view of the world... The reality of the market, however, is this... there's a flight to quality.
Suresh · Research desk
directThe big change will really be one in the number of express delivery centers and partner centers. We're currently at about 4,500. My sense is you should see this number at probably close to about 4,750 - 4,800 by the end of the year.
Suresh · Research desk
partialOur market share has probably expanded by about 25% or so, possibly higher, but I'm not entirely sure. I think that will become clear. I'll give you a much better answer maybe end of Q2, Q3 when things stabilize a bit more.
Suresh · Research desk
directMy sense is at about 1.5 times the size, we should be at those numbers... Roughly at close to about 600,000 tons... of quarterly load... These three things should comfortably give us a 7% uptick on margin.
