Consumption slowdown impacting e-commerce growth
Management acknowledged a real consumption slowdown affecting the e-commerce industry, which could pressure volume growth.
DELHIVERY / Q2-FY25 / risks
Keep the risk register visible.
Delhivery · Material risks, their source context, and severity in the latest available quarter.
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.
Risk intelligence
Material risks this quarter
medium
Insourcing by large clients may persist
Analysts raised concerns about insourcing by major marketplaces; management believes bulk of impact is behind but cannot rule out further shifts.
Labor market tightness could increase costs
Management noted the labor market is challenging and may continue to tighten, potentially impacting delivery costs and availability.
Quick commerce may not materially reduce parcel distances
Management argued quick commerce's impact on e-commerce parcel distances is limited, but structural shifts could alter network economics.