Marketplace insourcing strategy could reduce volumes
Large marketplaces like Meesho, Flipkart, and Amazon may increase in-house logistics, potentially reducing outsourced volumes to Delhivery.
DELHIVERY / Q1-FY26 / risks
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Delhivery · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Yield compression from mix shift to smaller parcels
Average weight per parcel declined double-digits due to growth in small parcels, pressuring yields despite stable pricing.
Competitive intensity from first-party logistics players
If first-party logistics arms expand into third-party services, they could increase price competition and pressure margins.
Weather and operational disruptions impact volumes
Rains and Operation Sindur disrupted Q1 PTL volumes; similar events could affect future quarters.