Delhivery Limited is a leading provider of integrated logistics and supply chain solutions in India. The company offers a comprehensive portfolio, including express parcel delivery, heavy goods movement, partial truckload (PTL) and full truckload (TL) freight, warehousing, cross-border logistics, supply chain management software, and numerous value-added services such as e-commerce returns, payment processing, assembly/installation, and fraud detection.
Q1 FY26 Earnings Summary (Apr–Jun 2025)
- Revenue: ₹2,294 crore, up 5.62% year-on-year (YoY) from ₹2,172 crore in Q1
- Total Expenses: ₹2,334 crore, up 4.99% YoY from ₹2,223 crore.
- Consolidated Net Profit (PAT): ₹91 crore, up 68.52% from ₹54 crore in the same quarter last year.
- Earnings Per Share (EPS): ₹1.22, up 64.86% from ₹0.74 YoY.
Operational & Strategic Update
- Robust Profit Growth: Despite a moderate rise in revenue, Delhivery delivered a strong surge in net profit and EPS, reflecting improved operational leverage and cost efficiency.
- Revenue Drivers: Growth was supported by steady expansion in express parcel and PTL/TL freight segments, heightened demand for supply chain solutions, and increased adoption of value-added services.
- Expense Management: Total expenses increased but at a slower rate than profit, signaling disciplined management of operating and logistics costs across the expanding network.
- Market Presence: Ongoing investments in technology, automation, and infrastructure have enabled Delhivery to maintain high service levels, optimizing delivery routes, warehousing, and end-to-end customer experience.
- Diversified Solutions: The company’s comprehensive suite, including software-driven logistics optimization and cross-border capabilities, has reinforced its competitive positioning amid rising e-commerce and B2B demand.
- Value-Added Growth: Services such as e-commerce returns, payment processing, and fraud detection continue to provide additional revenue streams and enhance client stickiness.
Corporate Developments
Q1 FY26 showcases Delhivery’s strength in combining top-line growth with significant profitability improvement. The company’s focus on tech-led operations, process optimization, and value-added offerings is driving robust financial outcomes and stakeholder value.
Looking Ahead
Delhivery Ltd is set to benefit from continued growth in e-commerce, omni-channel retail, and demand for integrated supply chain solutions. Investment in digital innovation, automation, and expanding service offerings will be key pillars for sustaining growth and improving margins through FY26 and beyond.