Delhivery Ltd.

NSE: DELHIVERY · Logistics Solution Provider

—
52W Range₹365 – ₹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.

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

₹11,652 Cr

TTM · consolidated

+23.7%YoY

NET PROFIT

₹185 Cr

TTM · consolidated

+33.6%YoY

EPS

₹2.47

TTM · consolidated

+33.5%YoY

RETURN ON EQUITY

1.9%

TTM · consolidated

+0.5 ppYoY

RETURN ON CAPITAL EMPLOYED

2.8%

TTM · consolidated

+0.4 ppYoY

P/E

165.5×

Q2 FY27 · consolidated

165.5 vs 226.3x5Y avg

EV/EBITDA

26.3x

Q2 FY27 · consolidated

26.3 vs -9.3x5Y avg

EBITDA MARGIN

9.3%

TTM · consolidated

+0.1 ppYoY

NET PROFIT MARGIN

1.3%

Q2 FY27 · consolidated

+3.3 ppYoY

DEBT TO EQUITY

0.0x

Q2 FY27 · consolidated

-0.17xYoY

Peers · Logistics Solution Provider

CompanyMkt CapP/E (TTM)EV/EBITDARev Gr YoYEBITDA MgnROEROCE1Y Return
Delhivery Ltd.DELHIVERY
₹28,923 Cr165.5×26.3223.7%9.3%1.9%2.8%-12.3%
Container Corporation of India Ltd.CONCOR
₹31,520 Cr25.5×13.341.7%25.5%9.9%12.6%-23.4%
Shadowfax TechnologiesSHADOWFAX
₹15,955 Cr69.8×38.61—7.7%11.9%11.6%—
Blue Dart Express Ltd.BLUEDART
₹9,896 Cr36.0×9.279.2%16.7%17.2%19.6%-33.7%
Shiprocket LimitedSHIPROCKET
₹9,173 Cr———-3.3%———
Transport Corporation of India LimitedTCI
₹6,745 Cr14.9×11.8611.5%11.3%17.9%15.4%-25.5%

As of Q2 FY27

Financials