Delhivery Ltd.

NSE: DELHIVERY · Logistics Solution Provider

52W Range₹374 ₹524

Snapshot

Unlock Delhivery Ltd.'s vital signs

Growth · Profitability · Valuation · Strength · Conviction

Company Overview

Business

Delhivery Limited is a comprehensive logistics and supply chain solutions provider in India, catering to e-commerce, FMCG, automotive, and manufacturing sectors. The company offers an integrated suite of services including express parcel delivery, freight, warehousing, and technology-enabled supply chain software.

Business Model

The company generates revenue through a diverse logistics service portfolio, including express parcel delivery, part truckload and truckload freight, and cross-border services. It further monetises its platform by providing value-added services such as warehousing, payment collection, fraud detection, and installation support.

  • Incorporation Year:2011

Growth Outlook

Growth is driven by the continued expansion of the Indian e-commerce market and the increasing demand for integrated, technology-led supply chain solutions across industrial sectors. The company focuses on scaling its heavy goods delivery and cross-border capabilities to capture a larger share of the logistics value chain.

Key Risks

  • Intense Market Competition. The Indian logistics sector is highly fragmented and competitive, which may exert pressure on pricing and margins.
  • Operational Complexity. Managing a vast, technology-driven supply chain across diverse geographies involves significant operational risks and execution challenges.
  • Regulatory and Compliance Risks. Changes in logistics regulations, fuel prices, or taxation policies in India could adversely impact the company's cost structure and profitability.
  • Technological Dependency. The business model relies heavily on proprietary software and real-time monitoring systems, making it vulnerable to cyber threats or system failures.

Price

Start your research today

Unlock AI insights, financials, peers and live data on Delhivery Ltd. and 5,000+ companies — free.

Start your research

Key Metrics

REVENUE

₹10,508 Cr

TTM · consolidated

+17.6%YoY

NET PROFIT

₹153 Cr

TTM · consolidated

-5.9%YoY

EPS

₹2.04

TTM · consolidated

-6.8%YoY

RETURN ON EQUITY

1.6%

TTM · consolidated

-0.2 ppYoY

RETURN ON CAPITAL EMPLOYED

2.6%

TTM · consolidated

-0.1 ppYoY

P/E

243.5x

Q4 FY26 · consolidated

243.5 vs 284.0x5Y avg

EV/EBITDA

37.0x

Q4 FY26 · consolidated

37.0 vs -18.6x5Y avg

EBITDA MARGIN

9.5%

TTM · consolidated

+0.4 ppYoY

NET PROFIT MARGIN

2.5%

Q4 FY26 · consolidated

-0.8 ppYoY

DEBT TO EQUITY

0.0x

Q4 FY26 · consolidated

+0.00xYoY

Peers · Logistics Solution Provider

CompanyMkt Cap (Cr)P/EEV/EBITDARev Gr YoYEBITDA MgnROEROCE1Y Return
Delhivery Ltd.DELHIVERY
31,280243.4637.0017.6%9.5%1.6%2.6%+17.9%
Container Corporation of India Ltd.CONCOR
32,99729.9715.862.2%25.5%9.9%12.6%-20.9%
Blue Dart Express Ltd.BLUEDART
11,83047.0811.707.4%16.2%15.3%17.4%-29.0%
Transport Corporation of India LimitedTCI
7,04215.6312.909.5%11.5%20.4%17.3%-23.9%
Shadowfax TechnologiesSHADOWFAX
6,5715.0%
VRL LogisticsVRLLOG
4,33014.033.641.9%20.9%21.5%18.8%-63.5%

As of Q4 FY26

Financials