StockWatch
·
Filing
Q1

Delhivery Ltd

DELHIVERYFY2601 Aug 2025
Revenue+4.7%
Net Profit+25.5%
OPM6.49%

P&L

Quarterly Consolidated

Revenue
+4.7%2.3K
Expenditure
+3.5%2.3K
Net Profit
+25.5%91.05
NPM 3.76%+19.4%EPS ₹1.22+25.8%

vs Q4 FY25

Delhivery: Strong Start to FY26 with 67% YoY Profit Growth

01 Aug 2025 · 1 Aug 2025, 04:42 pm

Summary

Delhivery Limited, a leading logistics services provider in India, has reported its Q1 FY26 results with a 6% YoY growth in revenue from services, a 53% YoY growth in EBITDA, and a 67% YoY growth in profit after tax. The company's Express Parcel and Part Truck Load businesses have shown significant growth and improved profitability.

Key Highlights

  1. 1

    Revenue from services of Rs. 2,294 Cr in Q1 FY26, growth of 6% YoY

  2. 2

    EBITDA of Rs. 149 Cr (6.5% margin) in Q1 FY26, a growth of 53% YoY

  3. 3

    Profit after tax of Rs. 91 Cr (3.8% margin) in Q1 FY26, a growth of 67% YoY

  4. 4

    Shipment volumes of 208 million in Q1 FY26 - significant growth of 14% YoY

  5. 5

    Revenue from Express Parcel grew 10% YoY to Rs. 1,403 Cr in Q1 FY26

  6. 6

    Revenue from Part Truck Load grew 17% YoY to Rs. 508 Cr in Q1 FY26

  7. 7

    Service EBITDA margin of Part Truck Load expanded significantly to 10.7% in Q1 FY26

  8. 8

    Rapid: 20 active stores in 3 cities; monthly revenue run-rate of Rs. ~1.2 Cr

  9. 9

    Direct: Active in Anmedabad, NCR and Bengaluru; promising early traction

Management Comments

S

Sahil Barua

MD & Chief Executive Officer

We're pleased with the strong start to the financial year. The improved profitability as a result of operating at a higher scale reaffirms the inherent operating leverage linked efficiencies in our business. We look forward to the upcoming festive sale season with optimism.

Informational and educational content only. Not investment advice.