Delhivery · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
75%
Numeric claims
1
Consistency
contradicted
Question ledger
Sachin Salgaonkar · Bank of America
partialOn the first one, on the impact of fuel prices on consumption and cost, I think first let's get to the price question. I think, we have a natural pass-through process which where our prices are indexed to diesel prices at the pumps, especially in the PTL business.
Sachin Salgaonkar · Bank of America
directNot significant enough for us to sort of have to report anything unusual. On the AI front, look, there's been a lot of, you know, people have been experimenting sort of left, right, and center across, you know, a variety of industries, and even within logistics.
Aditya Suresh · Macquarie Capital
partialIn terms of overall market, I think, you know, after the Ecom acquisition, we had said this at the time that the Ecom acquisition was happening, that there were, you know, too many players in the express space. ... In terms of net working capital, I think again, Aditya and I have spoken about this since the time Delhivery's gone public.
Vijit Jain · Citi
directYeah. It's across not just direct customers but also aggregators. There's no question. We've gained a lot of share. ... Is there an opportunity for us to continue to gain market share within that segment? Absolutely.
Vijit Jain · Citi
partialYeah, I think the 11 days is sustainable. I mean, it would be very difficult to sort of crunch it precisely for one quarter, right? I have the confidence that it's quite sustainable overall.
Vijit Jain · Citi
partialThe short answer to your question, is the SCS pipeline margin accretive? The answer is yes. There is an internal hurdle rate that every SCS project needs to pass.
Mukesh Saraf · Spark Capital Advisors
evasiveI think the problem is that when people look at the third-party logistics industry, I think Delhivery needs to be looked at a little differently, right? ... Our job as Delhivery is merely to continue to do the best possible job that we can.
Mukesh Saraf · Spark Capital Advisors
directI think, look, the reality is that there are now, you know, three listed players in the express logistics space across, you know, ourselves- Blue Dart and Shadowfax. ... Is there space for other players in this market? I've said this before, I don't think so.
Aditya Mongia · Kotak Securities
directYeah, I think, it's a good question. blunt answer, I think if any single customer were to cross 35% of revenues, and I don't really have a very scientific basis for that, to be honest, Aditya.
Aditya Mongia · Kotak Securities
directYes. Aditya, in terms of the other assets, a good part of it will be. The first is the tax receivables will be a big amount here. It is linked to sales. ... The steady-state ROICs, currently we are at 16%, but on a steady state, this number for our transport business can certainly go to 25% plus.
Speaker 14 · Research desk
directIf your question is broadly because we are seeing growth in our Express network, is our capital intensity going to change? The short answer is no. ... I think we've learned how to improve our network utilizations.
Ankita Shah · Elara Capital
directWell, I mean, very optimistically, you know, Delhivery Direct is our intracity on-demand logistics service. ... Our anticipation of the investment for fiscal 2027 is broadly between about INR 130 and INR 160 crores that we've guided to in our shareholder letter as well.
