Delhivery Limited — Investor Meet, 07-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Delhivery kicks off FY26 strong! Revenue from services up 6% YoY to Rs. 2,294 Cr. EBITDA at Rs. 149 Cr (6.5% margin) & PAT at Rs. 91 Cr (4% margin), showing solid expansion. Express Parcel volumes surged 14% YoY to 208M shipments. PTL freight grew 15% YoY to 458K tonnes, with margin upside expected. Ecom Express acquisition formally closed July 18. Integration already retaining 55-65% of Ecom's volumes, driving strong July parcel growth. Supply Chain Services turned profitable with strong pipeline. New service investments on track. Management is confident on continued margin expansion & market share gains from client preference for quality.