Meesho insourcing impact on Express Parcel volumes
Meesho's increasing self-logistics could reduce volumes for Delhivery, though management notes they are satisfied with current volumes and the strategy is fluid.
medium · analyst_questionDelhivery Limited — Q1 FY25
Delhivery reported a steady Q1 FY25 with revenue of ₹2,170 crore, up 12.6% YoY, driven by strong growth in Part Truckload (PTL) and Supply Chain Services (SCS).
bullish
high
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Aggressive pricing from traditional competitors in D2C
Competitors like Blue Dart may price aggressively in the D2C segment, but management believes their cost leadership and service quality provide a buffer.
low · analyst_questionQuick commerce disruption to e-commerce logistics
Quick commerce growth could shift volumes away from traditional e-commerce, but management views the impact as narrow and limited to specific categories.
low · analyst_question