Delhivery Limited — PPTs, 08-08-2026: Investor Presentation

Delhivery posted Q1FY27 services revenue of ₹2,931 Cr, up 27.8% YoY. Despite strong top-line growth, Profit After Tax (pre-exceptional) saw a decline to ₹62 Cr (vs. ₹91 Cr YoY, ₹87 Cr QoQ), and EBITDA margin compressed to 5.3% (vs. 6.5% YoY, 8.1% QoQ).

The Transport segment fueled growth, with revenue rising 30.9% YoY to ₹2,502 Cr, driven by a 55.2% surge in Express parcel shipments (322 Mn) and 18.4% growth in PTL freight tonnage. The company is actively expanding its operational footprint, boosting active customers to over 54,000 and scaling infrastructure to 23.3 million sqft. This continuous network expansion, along with increased delivery centers and a growing team, highlights a strategic focus on deepening market reach and capacity. The presentation highlighted 'Continued growth momentum,' with sustained operational scaling.