Delhivery Limited — Q2 FY26
Delhivery reported a strong Q2 FY26 with revenue of ₹2,546 crore (+16% YoY) and EBITDA of ₹150 crore (+163% YoY), driven by 32% YoY growth in express parcel volumes to 246 milli...
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q1 FY26
Express Parcel margins to remain in 16%-18% range
Management expects Express Parcel service EBITDA margins to stay within the normative 16%-18% range, with potential to exceed 18% in peak months.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q1 FY26
Ecom Express integration costs within INR 300 crore envelope
One-time integration costs for Ecom Express acquisition will be reported separately in Q2 and Q3, not exceeding the INR 300 crore estimate.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1