Delhivery

Which are the latest news on Delhivery?

Why is Delhivery Ltd falling/rising?

As of 05-Sep, Delhivery Ltd's stock price is 458.10, down 0.33%. The decline is attributed to poor financial performance, low profitability, and negative operating results, despite a year-to-date increase of 13.49% and rising investor participation.

As of 05-Sep, Delhivery Ltd's stock price is currently at 458.10, reflecting a decrease of 1.5 points or 0.33%. The stock has experienced a decline of 2.58% over the past week and 2.94% over the past month, indicating a downward trend in the short term. Despite this, the stock has shown a year-to-date increase of 13.49%, which suggests that it has performed well earlier in the year compared to the broader market, as evidenced by the Sensex's decline of 10.21% during the same period.<BR><BR>Several factors contribute to the current decline in Delhivery's stock price. The company has reported poor management efficiency, with a low return on equity (ROE) of 0.72%, indicating low profitability relative to shareholders' funds. Additionally, the latest financial results have shown a significant drop in profit before tax (PBT), which fell by 74.4% compared to the previous four-quarter average, and a negative operating profit with an EBIT of Rs. -103.88 crore. These financial struggles have led to a year-over-year profit decline of 39.9%, which raises concerns about the company's profitability and operational efficiency.<BR><BR>Moreover, while there has been a rise in investor participation, as indicated by a 42.31% increase in delivery volume, the overall sentiment appears to be cautious due to the company's negative operating profits and flat results in recent quarters. The stock's performance today is described as inline with the sector, but the moving averages indicate that it is lower than the 5-day, 20-day, 50-day, and 100-day averages, suggesting a bearish trend in the short term.<BR><BR>In summary, Delhivery Ltd's stock is falling primarily due to poor financial performance, low profitability metrics, and negative operating results, despite some positive indicators such as rising investor participation and a strong year-to-date performance.

Who are in the management team of Delhivery?

The management team of Delhivery includes key members such as Deepak Kapoor (Chairman), Sahil Barua (CEO), and Sandeep Kumar Barasia (Chief Business Officer), along with several independent and non-executive directors, bringing diverse expertise to the company.

The management team of Delhivery includes the following key members:<BR><BR>1. **Deepak Kapoor** - Chairman & Independent Director<BR>2. **Sahil Barua** - Managing Director & CEO<BR>3. **Sandeep Kumar Barasia** - Executive Director / Chief Business Officer<BR>4. **Kapil Bharati** - Executive Director / Chief Technology Officer<BR>5. **SRIVATSAN RAJAN** - Independent Non-Executive Director<BR>6. **Saugata Gupta** - Independent Non-Executive Director<BR>7. **Romesh Sobti** - Independent Non-Executive Director<BR>8. **Aruna Sundararajan** - Independent Non-Executive Director<BR>9. **Suvir Suren Sujan** - Non-Executive Director<BR>10. **Donald Francis Colleran** - Non-Executive Director<BR>11. **Anindya Ghose** - Independent Non-Executive Director<BR><BR>This diverse team brings a wealth of experience and expertise to the company.

What does Delhivery do?

Delhivery Ltd is a small-cap transport services company, incorporated in 2011, with recent net sales of ₹2,931 Cr and a net profit of ₹32 Cr as of June 2026. It has a market cap of ₹34,735 Cr and a P/E ratio of 287.00.

Overview:<BR>Delhivery Ltd operates in the transport services industry and is categorized as a small-cap company.<BR><BR>History:<BR>Delhivery Limited was incorporated in 2011 as "SSN Logistics Private Limited" and later changed its name to "Delhivery Private Limited" in December 2015. The most recent quarterly results reported net sales and net profit for June 2026.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 2,931 Cr (Quarterly Results - Jun 2026) <BR>Most recent Net Profit: 32 Cr (Quarterly Results - Jun 2026) <BR>Market-cap value: INR 34,735 Cr (Small Cap)<BR><BR>Key Metrics:<BR>P/E: 287.00 <BR>Industry P/E: 38 <BR>Dividend Yield: 0.00% <BR>Debt-Equity: -0.05 <BR>Return on Equity: 1.84% <BR>Price to Book: 3.64 <BR><BR>Contact Details:<BR>Registrar Address: Not available. <BR>Phone: N/A <BR>Email: N/A <BR>Website: N/A

Who are the peers of the Delhivery?

Delhivery's peers include Container Corporation, GE Shipping, SCI, Blue Dart Express, Blackbuck, Transport Corporation, TVS Supply, VRL Logistics, and Afcom Holdings. Delhivery has below average management risk and growth, with a 1-year return of -2.17%, compared to GE Shipping's 40.31% and Transport Corp.'s -24.06%.

Peers: The peers of Delhivery are Container Corpn., GE Shipping Co, S C I, Blue Dart Expres, Blackbuck, Transport Corp., TVS Supply, VRL Logistics, and Afcom Holdings.<BR><BR>Quality Snapshot: Excellent management risk is observed at Container Corpn., GE Shipping Co, Blue Dart Expres, Transport Corp., VRL Logistics, and Afcom Holdings, while Average management risk is found at S C I and Blackbuck, and Below Average management risk is noted for Delhivery and TVS Supply. Growth is Excellent for GE Shipping Co and Blackbuck, Good for Delhivery, S C I, and Afcom Holdings, while Below Average growth is seen at Container Corpn. and Blue Dart Expres, and Average growth is noted for Transport Corp. and TVS Supply. Capital Structure is Excellent for Container Corpn., GE Shipping Co, and Transport Corp., Good for Delhivery, Blue Dart Expres, Blackbuck, and VRL Logistics, while Below Average capital structure is observed at TVS Supply.<BR><BR>Return Snapshot: The peer with the highest 1-year return is GE Shipping Co at 40.31%, while the lowest is Transport Corp. at -24.06%. Delhivery's own 1-year return is -2.17%, which is higher than Transport Corp. but lower than GE Shipping Co. Additionally, the six-month return is negative for Container Corpn., Blue Dart Expres, Transport Corp., and TVS Supply.

How big is Delhivery?

As of 31st August, Delhivery Ltd has a market capitalization of 34,735.00 Cr, with net sales of 11,145.04 Cr and a net profit of 93.54 Cr reported in the latest four quarters.

As of 31st August, Delhivery Ltd has a market capitalization of 34,735.00 Cr, categorizing it as a Small Cap company.<BR><BR>In the latest four quarters, Delhivery reported net sales of 11,145.04 Cr and a net profit of 93.54 Cr.<BR><BR>The latest annual period for the balance sheet is March 2026, with shareholder's funds amounting to 9,686.95 Cr and total assets valued at 12,776.84 Cr.

Should I buy, sell or hold Delhivery Ltd?

Are Delhivery Ltd latest results good or bad?

Delhivery Ltd's latest Q4 FY26 results show a net profit of ₹72.40 crore, an 82.78% increase quarter-on-quarter, and a revenue growth of 30.04% year-on-year. However, concerns about reliance on non-operating income and a low return on equity suggest caution regarding long-term profitability.

Delhivery Ltd's latest results for Q4 FY26 present a mixed picture. On the positive side, the company reported a net profit of ₹72.40 crore, which is an impressive 82.78% increase quarter-on-quarter. This marks a significant turnaround from previous quarters where the company faced losses. Additionally, revenue reached ₹2,850 crore, reflecting a year-on-year growth of 30.04%, although the sequential growth was more modest at 1.60%.<BR><BR>Operating margins also improved, reaching 7.52%, up from 7.44% in the previous quarter and significantly higher than the 5.43% margin from a year ago. This indicates that the company is making strides in operational efficiency and profitability.<BR><BR>However, there are concerns as well. The year-on-year net profit showed a slight decline of 0.22%, and the company remains heavily reliant on other income, which constituted 90.32% of its profit before tax. This raises questions about the sustainability of its profitability from core operations.<BR><BR>Overall, while the quarterly results indicate positive momentum and improvements in key metrics, the reliance on non-operating income and the still-low return on equity (ROE) of 0.45% suggest that there are challenges ahead. Investors may view the results as a step in the right direction, but caution is warranted given the mixed signals regarding long-term profitability and capital efficiency.

When is the next results date for Delhivery Ltd?

The next results date for Delhivery Ltd is 16 May 2026.

The next results date for Delhivery Ltd is scheduled for 16 May 2026.

How has been the historical performance of Delhivery?

Delhivery has shown significant growth in net sales, increasing from INR 2,780.58 crore in March 2020 to INR 8,931.90 crore in March 2025, with a turnaround in profitability from a loss of INR 1,007.78 crore to a profit of INR 162.11 crore during the same period. The company has also improved its operating profit margin and cash flow, indicating a strong recovery and growth trajectory.

Answer:<BR>The historical performance of Delhivery shows a significant upward trend in net sales and profitability over the years, culminating in a positive net profit in the fiscal year ending March 2025.<BR><BR>Breakdown:<BR>Delhivery's net sales have consistently increased from INR 2,780.58 crore in March 2020 to INR 8,931.90 crore in March 2025, reflecting strong revenue growth. Total operating income followed a similar trajectory, reaching INR 8,931.90 crore in March 2025. The company has seen a turnaround in operating profit, moving from a loss of INR 1,066.63 crore in March 2023 to a profit of INR 150.10 crore in March 2025. This improvement is further highlighted by the operating profit margin, which improved from -6.25% in March 2023 to 4.21% in March 2025. The net profit also turned positive, rising from a loss of INR 1,007.78 crore in March 2023 to a profit of INR 162.11 crore in March 2025. Total assets increased from INR 4,357.31 crore in March 2020 to INR 12,063.14 crore in March 2025, while total liabilities also rose, indicating growth in both assets and obligations. Cash flow from operating activities improved significantly, reaching INR 567 crore in March 2025, compared to a negative cash flow in previous years. Overall, Delhivery's financial performance demonstrates a robust recovery and growth trajectory in recent years.

Is Delhivery technically bullish or bearish?

As of October 31, 2025, Delhivery's trend is mildly bullish, supported by positive daily moving averages and strong buying pressure, despite some caution from mildly bearish weekly and monthly MACD readings.

As of 31 October 2025, the technical trend for Delhivery has changed from bullish to mildly bullish. The current stance is mildly bullish, supported by the daily moving averages indicating a positive trend. However, the weekly and monthly MACD readings are mildly bearish, which suggests some caution. The Bollinger Bands show a bullish trend on the monthly timeframe, while the weekly KST and Dow Theory are both mildly bullish. The On-Balance Volume (OBV) is bullish on both weekly and monthly timeframes, indicating strong buying pressure. Overall, while there are some bearish signals in the MACD, the prevailing indicators lean towards a mildly bullish outlook.

Who are the top shareholders of the Delhivery?

The top shareholders of Delhivery include Foreign Institutional Investors (FIIs) with approximately 51.99% of shares, mutual funds holding about 26.53%, and individual investors at around 7.36%. Notably, there are no pledged promoter holdings, and the highest public shareholder is Svf Doorbell (Cayman) Ltd, which holds 0%.

The top shareholders of Delhivery include a significant presence of Foreign Institutional Investors (FIIs), who hold approximately 51.99% of the company's shares. Additionally, mutual funds are represented through 23 schemes, accounting for about 26.53% of the holdings. Individual investors hold around 7.36% of the shares. Notably, there are no pledged promoter holdings, and the highest public shareholder is Svf Doorbell (Cayman) Ltd, which holds 0%. There is no specific promoter with the highest holding mentioned.

Is Delhivery overvalued or undervalued?

As of May 31, 2022, Delhivery is considered overvalued with a high PE ratio of 163.66 and an EV to EBITDA of 68.91, alongside negative profitability metrics, indicating a risky investment despite a recent stock price increase.

As of 31 May 2022, Delhivery's valuation grade moved from does not qualify to risky, indicating a shift in its perceived investment quality. The company appears to be overvalued, given its high PE ratio of 163.66 and an EV to EBITDA ratio of 68.91, which significantly exceeds those of its peers. For comparison, Container Corp. of India Ltd. has a PE ratio of 37.54 and an EV to EBITDA of 24.06, while Transport Corp. of India Ltd. presents a more reasonable PE of 21.85 and an EV to EBITDA of 19.51.<BR><BR>Additionally, Delhivery's ROCE stands at a negative -2.00%, and its ROE is only 1.77%, further supporting the argument for overvaluation. Despite a recent uptick in stock price, with a 1-month return of 23.42% compared to the Sensex's 3.82%, the long-term performance remains concerning, with a 1-year return of -3.57% against the Sensex's 7.56%. Overall, the combination of high valuation ratios and poor profitability metrics suggests that Delhivery is currently overvalued in the market.

Has Delhivery declared dividend?

No Dividend History Available