Delhivery Limited — Q4 FY25
Delhivery reported a strong Q4 FY25 with revenue of INR 2,192 crore (+6% YoY) and EBITDA margin of 5.4%, expanding 320 bps YoY.
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.
Q3 FY25
Express service EBITDA margins to return to 17%-20% range
Management expects express parcel service EBITDA margins to normalize to 17%-20% as fleet cost pressures reverse and PTL growth improves line haul efficiency.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
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