Parcel mix shift could pressure yields
Express parcel yield is a function of mix; a shift toward lower-weight parcels could reduce revenue per shipment, impacting margins.
DELHIVERY / Q2-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
Elevated employee costs may persist
Employee expenses rose due to peak season hiring; if volume growth moderates, fixed costs could pressure margins.
Integration cost overrun risk
While management expects costs below ₹300 crore, any delays in facility exits or contract terminations could increase integration expenses.
Competitive pressure from self-logistics networks
Platforms like Meesho's Valmo continue to build in-house logistics, potentially limiting Delhivery's market share gains.