Delhivery Limited — Important, 01-08-2025: General Updates

Delhivery reported strong Q1FY26 results: Revenue ₹2,294 Cr, EBITDA ₹149 Cr (6.5% margin), PAT ₹91 Cr (3.8% margin). Express Parcel volumes surged 14% YoY to 208 million orders, and PTL volumes grew 15% YoY to 458K MT. The Ecom Express acquisition was approved, boosting market share. New services like Delhivery Direct and Delhivery Protect were launched, indicating expansion into new segments. Profitability initiatives continue, with Transportation Service EBITDA margins improving to 14.8%. The company is also optimizing capital expenditure and working capital.