Key takeaway: During the earnings conference call held on August 8, 2026, management reported that Delhivery achieved nearly Rs. 3000 Cr in revenues for Q1FY27, reflecting a 28% year-on-year growth. EBITDA was reported at Rs. 156 Cr, marking a 5% increase year-on-year. Management highlighted challenges such as labor shortages, weather disruptions, and geopolitical uncertainties affecting costs. Despite these challenges, the company delivered record volumes, with the express business growing 55% year-on-year. Management noted improvements in yield within the PTL business and a strong pipeline for new contracts. New initiatives, particularly Delhivery Direct, showed faster growth than anticipated. Management set a goal of achieving a GMV of over Rs. 250 Cr for FY27. The call concluded with management expressing optimism about the company's positioning for the year ahead, despite external challenges.

Key takeaway: The investor presentation by Delhivery Limited for the earnings conference call on August 08, 2026, provided an overview of the company's unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The presentation highlighted a revenue from services of ₹2,931 crore, reflecting a year-over-year increase of 27.8% and a quarter-over-quarter increase of 2.9%. Total income was reported at ₹3,045 crore, up 25.6% year-over-year and 5.1% quarter-over-quarter. The EBITDA was ₹156 crore with a margin of 5.3%, compared to ₹149 crore and 6.5% in Q1FY26. The company reported 322 million express parcel shipments, a 55.2% increase year-over-year. Additionally, the presentation included operational metrics such as the number of active customers, which rose to 54,096, and an increase in team size to 75,074. The document emphasized the company's continued growth momentum across various segments.

Key takeaway: The earnings conference call for Delhivery Limited on May 16, 2026, highlighted a strong performance for FY26, with revenues exceeding 10,400 crores and over a billion packages delivered. Management reported a 40% growth in shipments and a significant expansion in margins, particularly in the express and part truckload (PTL) segments. The company achieved a free cash flow positive status, generating 89 crores, ahead of its internal timeline. Management emphasized the importance of technology and automation in driving efficiency and maintaining competitive advantages. The supply chain services segment turned profitable, with a notable increase in service EBITDA. Management also discussed the impact of rising fuel prices and competitive dynamics in the logistics sector, particularly regarding third-party logistics. Overall, the call conveyed a sense of accomplishment and readiness for future growth, with a focus on maintaining strong fundamentals and capital efficiency.

Key takeaway: The investor presentation by Delhivery Limited, dated May 16, 2026, outlined the company's audited standalone and consolidated financial results for the quarter and financial year ending March 31, 2026. Management reported a revenue increase to ₹10,508 Cr for FY26, representing a 17.4% year-over-year growth. The presentation highlighted a significant improvement in profitability, with an adjusted EBITDA of ₹640 Cr and a margin of 6.1%. Delhivery's transport services achieved a 16.0% return on invested capital (ROIC) in FY26, with EBITDA expansion to 15.6%. The company emphasized its market leadership in logistics, driven by technological innovations and a strong pipeline of new business opportunities. Additionally, management noted a focus on employee welfare and safety, alongside ongoing investments in automation and AI technologies to enhance operational efficiency. The presentation concluded with a summary of strategic priorities for continued growth and market differentiation.

Key takeaway: In the earnings conference call held on January 31, 2026, Delhivery Limited management reported a strong performance for Q3FY26, with record volumes and significant profitability improvements. Revenue from services grew 18% year-over-year to nearly 2,800 crores, with a notable service EBITDA of 1,000 crores achieved for the first time. The management highlighted a successful festive season, with 295 million express parcel shipments and 507k metric tons in part truckload (PTL) freight. They noted improvements in margins across all business lines, with express margins reaching 18.1%. The management also discussed ongoing investments in technology and infrastructure, including the launch of new services and expansion into new cities. They expressed confidence in sustaining profitable growth and improving operational efficiencies, while also addressing questions regarding integration costs and competitive positioning in the logistics market.