Delhivery Ltd (DELHIVERY) Q4FY26 Concall Summary - Mar-2026 Qtr
Performance Overview
- The company reported a strong end to fiscal year 2026, achieving significant milestones including delivering over a billion packages and handling 2 million metric tons of freight in its Part Truckload (PTL) business.
- Delhivery achieved free cash flow positivity of INR 89 crores for the year, a full year ahead of its internal guidance, demonstrating strong capital efficiency and disciplined execution.
- The company has successfully pivoted its Supply Chain Services (SCS) segment to profitability, with service EBITDA expanding fourfold, establishing a viable model ready for scaling.
- Significant improvements in capital efficiency were noted, with capital intensity reduced to 4.7% of revenue and net working capital days dropping sharply to 11, contributing to a strong Return on Invested Capital (ROIC) of 16% for the core transport business.
- The company maintains a robust balance sheet with over INR 4,500 crores in cash, enabling disciplined investments into new growth pillars such as local, cross-border, rapid, and financial services.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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