Ecom Express integration execution risk
Integration of Ecom Express may face challenges in facility consolidation, staff absorption, and volume retention, despite conservative assumptions.
DELHIVERY / Q4-FY25 / 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
Pricing pressure in Express Parcel may persist
Despite management's optimism, competitive pricing actions could continue to pressure Express Parcel margins, delaying recovery to 18% levels.
Rapid commerce losses may take longer to abate
New dark store launches and Delhivery Direct expansion could sustain losses longer than expected, delaying breakeven.
Customer concentration risk remains
Largest customer still accounts for ~16% of revenue, posing a risk if that customer shifts volumes to captive logistics.