Delhivery Limited — PPTs, 31-01-2026: Investor Presentation

Delhivery delivered robust Q3FY26 results with revenue soaring 17.6% YoY to ₹2,798 Cr. Express Parcel shipments jumped 42.9% to 295 Million, and PTL freight tonnage grew 22.9% to 507K MT, largely driven by a record festive season and market share gains.

Profitability saw a significant uplift, with Q3 PAT reported at ₹110 Cr. Service EBITDA margin expanded to 15.1% (₹421 Cr), and the company achieved over ₹1,000 Cr in service EBITDA for the first nine months of FY26 (₹1,053 Cr). Adjusted EBITDA reached a historic high of ₹147 Cr for the quarter.

Strategic growth is fueled by expanding services like intra-city Delhivery Direct and a new economy air-parcel solution, Delhivery International, aimed at Indian SMEs. Tech innovation remains a core focus, including scaling SaaS footprint with TransportOne TMS and launching Freight Index One. A notable recent development was the successful 12 km autonomous VTOL drone test for medical delivery.