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
Krupashankar · Research desk
directI think we see no reason to believe that our growth runway in PTL is going to be significantly different from what we've seen so far. ... the quarter four numbers which have come in at 10.8%, and we've brought up several times that as the business gets closer to about 175,000-200,000 tons of freight, we hit nearly full potential margins.
Krupashankar · Research desk
partialour utilization prior to Q3 was in the sort of 65% kind of range. Q4, on a similar comparable basis, would have gone beyond 70%. ... You'll have to excuse me for not giving you a highly specific point estimate.
Krupashankar · Research desk
directAs our network continues to fill up with the volumes that we retain, we do anticipate that there will be some expansion in overall margins. ... once we finish with the integration, we do anticipate that our net margins will go up.
Sachin Dixit · JM Financial
directDelhivery has always been more than 100% of the profit pool of this industry. ... our remaining competitors with models similar to Ecom Express have also seen an expansion in their losses in quarter four, which means our competitive positioning continues to be better.
Sachin Dixit · JM Financial
directWe are on three cities as of this quarter and about 18 dark stores. ... the older dark stores are now clocking at about 350-400 orders per day, while the newer ones, of course, have a certain ramp-up time.
Vijit Jain · Citi
directIt is a combination of two things. One of them is going to be the lease liabilities, which contain lock-ins. ... The second is, yes, you are right. ... there will be some operating losses that we had factored in.
Vijit Jain · Citi
partialOur estimation when we did the calculation of our consideration was that we would retain about 30% of the volumes within the core Ecom Express network. ... I think it's best to sort of make more definitive statements once we have the CCI approval.
Abhisek Banerjee · ICICI Securities
directI do not really need to, Abhishek. You have answered your question. The reality is we do anticipate that we will accrue share. ... I think the worst from a self-logistics standpoint is behind us.
Abhisek Banerjee · ICICI Securities
directour long-term guidance for the CapEx is in the range of 3.5%-4%. What we expect is over the next two to three years, the CapEx on automation equipment should be minimal.
Dhruv Jain · Ambit Capital
evasiveI mean, very bluntly, I don't care where the industry goes. I care about where Delhivery volumes go. And our anticipation, of course, is that through the acquisition of Ecom Express, we will be able to grow faster.
Gaurav Rateria · Morgan Stanley
partialWe do not have an exact bridge at this point, but suffice to say, even if freight efficiencies had been discovered in quarter three, you are right, we did have excess freight costs. ... I think the big improvements have come really from organic improvements in freight utilization.
Koundinya Nimmagadda · Jefferies
directI think there's no major swing in terms of percentage of our business coming from largest customer. ... realizations have gone up. Margins have trended down a little bit. You are right. It is entirely down to parcel mix. ... I think an optimist can never be pleasantly surprised.
