Delhivery Ltd

Delhivery Limited's investor presentation for the Q2FY27 earnings conference call, dated October 30, 2026, outlines key financial and operational metrics. Revenue from services for Q2FY27 reached ₹3,066 crore, reflecting a 19.8% year-over-year (YoY) growth and 4.6% quarter-over-quarter (QoQ) growth. Adjusted EBITDA for Q2FY27 was ₹123 crore, with a margin of 4.0%, compared to ₹76 crore and 2.6% in Q1FY27. Transport (Express + PTL) revenue grew by 22.1% YoY to ₹2,633 crore, with Express parcel shipments increasing by 32.1% YoY to 325 million. PTL freight tonnage rose by 14.2% YoY to 545,000 MT. The company reported a net profit after tax of ₹41 crore for Q2FY27, up from ₹32 crore in Q1FY27. Cash and cash equivalents stood at ₹4,676 crore as of September 30, 2026. The presentation also highlights operational metrics, including the number of unique pin-codes served (18,799), active customers (59,704), and infrastructure expansion to 25.2 million sqft. The company noted a consistent reduction in capital intensity, with capex as a percentage of revenue at 4.8% in H1FY27. The document includes disclaimers and notes on forward-looking statements, emphasizing that the information is for informational purposes only and not an offer or recommendation for investment.

The tone is neutral as the document presents factual financial and operational data without overtly positive or negative language.