Delhivery Ltd (DELHIVERY) Q1FY26 Concall Summary - Jun-2025 Qtr
Performance Overview
- Delhivery had a strong start to FY26, with robust revenue growth in core transportation businesses and significantly improved profitability.
- Revenue from services increased by 6% YoY and 5% QoQ, reaching Rs. 2,294 crores.
- EBITDA margins expanded significantly to 6.5%, compared to 5.4% in the previous quarter and 4.5% in Q1 FY25.
- PAT reached Rs. 91 crores, a substantial improvement from Rs. 54 crores in Q1 FY25.
- Express Parcel volumes grew by 14% YoY and 17% QoQ, driven by the tail end impact of the Ecom Express acquisition.
Financial Metrics
Log in to Stocksigma to read the Financial Metrics section of this summary.
Operating Performance / Business Segments
Log in to Stocksigma to read the Operating Performance / Business Segments section of this summary.
Key Discussions & Insights
Log in to Stocksigma to read the Key Discussions & Insights section of this summary.
Outlook and Guidance
Log in to Stocksigma to read the Outlook and Guidance section of this summary.
Challenges / Concerns
Log in to Stocksigma to read the Challenges / Concerns section of this summary.
Industry / Competitive Landscape
Log in to Stocksigma to read the Industry / Competitive Landscape section of this summary.
Overall Summary
Log in to Stocksigma to read the Overall Summary section of this summary.