Delhivery Limited — Q4 FY26
Delhivery reported a record FY26 with revenue crossing INR 10,400 crore, delivering over 1 billion packages and achieving INR 764 crore EBITDA (7.3% margin).
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 FY26
Ecom Express integration costs ~₹150-160 crore
Total integration costs for Ecom Express are expected to be around ₹150-160 crore, significantly lower than the original estimate of ₹300 crore.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
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