Delhivery Limited — Investor Meet, 13-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Delhivery posted robust Q1FY27: Revenue ~₹3000 Cr (+28% YoY), EBITDA ₹156 Cr (+5% YoY). Express volumes surged 55% to 322M packages, PTL freight rose 18% with sustainable yield improvement. Despite Q1 challenges (labor, weather), management highlighted record volumes and expects a more benign environment. New initiative Delhivery Direct is ahead of plan. Company eyes higher end of 20-30% Express volume growth, driven by market share shifts. Strategic investments in tech and network, plus stabilizing new Supply Chain Services contracts, underpin confidence in FY27 and long-term profitability.