Delhivery Ltd

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Delhivery Summary Chart Analysis Peers Quarters Profit & Loss Balance Sheet Cash Flow Ratios Investors Documents
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Delhivery Ltd

₹ 386 -2.84%
30 Oct - close price
delhivery.com BSE: 543529 NSE: DELHIVERY F&O
About

Delhivery provides a full range of Logistics services, including delivery of express parcels and heavy goods, PTL freight, TL freight, warehousing, supply chain solutions, cross-border Express, freight services, and supply chain software. The company also offers value-added services such as e-commerce return services, payment collection and processing, installation & assembly services, and fraud detection.[1]

Key Points

Business Model:[1][2][3]
Delhivery operates an integrated
logistics platform across Express
Parcel, Part Truckload (PTL), Supply
Chain Services (SCS), Full Truckload
(FTL), International, and intracity logistics.
-Express Parcel and PTL share the same technology, gateways, line-haul, and sortation infrastructure.
-SCS combines warehousing with transportation. -FTL runs through Orion, an asset-light freight exchange. International combines cross-border parcel, freight forwarding, and customs clearance with the domestic network and
global partners.

Website BSE NSE F&O
  • Market Cap ₹ 28,932 Cr.
  • Current Price ₹ 386
  • High / Low ₹ 524 / 365
  • Stock P/E 89.2
  • Book Value ₹ 137
  • Dividend Yield 0.00 %
  • ROCE 2.51 %
  • ROE 1.57 %
  • Face Value ₹ 1.00
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Pros

  • Company has delivered good profit growth of 20.2% CAGR over last 5 years
  • Company's working capital requirements have reduced from 74.6 days to 37.3 days

Cons

  • Stock is trading at 2.82 times its book value
  • Though the company is reporting repeated profits, it is not paying out dividend
  • Tax rate seems low
  • Company has a low return on equity of 0.60% over last 3 years.

* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.

Peer comparison

Services Services Transport Services Logistics Solution Provider

Part of BSE 500 Nifty 500 Nifty Smallcap 100 BSE 250 SmallCap Index BSE 400 MidSmallCap Index

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Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024 Dec 2024 Mar 2025 Jun 2025 Sep 2025 Dec 2025 Mar 2026 Jun 2026 Sep 2026
1,771 2,027 1,879 2,006 2,020 2,204 2,040 2,128 2,398 2,633 2,672 2,730 2,865
1,774 1,904 1,828 1,901 1,968 2,095 1,919 1,969 2,243 2,397 2,433 2,555 2,636
Operating Profit -3 123 51 106 52 109 122 159 155 236 238 175 229
OPM % -0.2% 6% 2.7% 5% 2.6% 5.0% 6% 7% 6% 9% 9% 6% 8%
107 122 66 110 124 100 35 133 97 48 52 116 61
Interest 19 22 27 28 30 33 34 34 35 34 33 32 33
Depreciation 154 170 186 115 127 138 145 144 160 177 181 181 191
Profit before tax -70 53 -96 72 19 38 -22 114 57 73 76 78 67
Tax % -0% -0% -0% -0% -0% -0% -6% -0% -2% -2% -5% -0% -0%
-70 53 -96 72 19 38 -20 114 58 74 80 78 67
EPS in Rs -0.95 0.72 -1.31 0.97 0.26 0.51 -0.27 1.53 0.78 0.99 1.07 1.04 0.89
Raw PDF

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026 TTM
496 738 1,019 1,654 2,777 3,500 5,911 6,659 7,454 8,325 9,847 10,900
797 1,318 1,703 3,355 2,946 3,548 6,370 7,048 7,277 7,929 9,056 10,021
Operating Profit -301 -580 -683 -1,701 -169 -48 -459 -389 178 396 792 879
OPM % -61% -79% -67% -103% -6% -1.4% -8% -6% 2.4% 4.8% 8% 8%
27 14 58 31 188 134 167 320 401 365 329 277
Interest 3 13 12 19 49 89 94 86 88 125 136 132
Depreciation 40 53 47 92 254 353 478 657 659 543 668 730
Profit before tax -317 -631 -684 -1,781 -284 -356 -864 -812 -168 92 318 294
Tax % -0% -0% -0% -0% -0% -0% -0% -0% -0% -6% -2%
-317 -631 -684 -1,781 -284 -356 -864 -812 -168 98 325 299
EPS in Rs -33.35 -66.40 -71.30 -185.52 -28.99 -21.34 -13.45 -11.15 -2.28 1.31 4.35 3.99
Dividend Payout % -0% -0% -0% -0% -0% -0% -0% -0% -0% -0% -0%
Compounded Sales Growth
10 Years: 35%
5 Years: 23%
3 Years: 14%
TTM: 24%
Compounded Profit Growth
10 Years: 10%
5 Years: 20%
3 Years: 30%
TTM: 20%
Stock Price CAGR
10 Years: %
5 Years: %
3 Years: -1%
1 Year: -17%
Return on Equity
10 Years: %
5 Years: -4%
3 Years: 1%
Last Year: 2%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026 Sep 2026
Equity Capital 0.95 0.95 0.96 0.96 0.97 2 64 73 74 75 75 75
Reserves 321 -1,546 -2,178 3,381 3,122 2,860 6,093 9,497 9,546 9,562 9,986 10,185
79 11 41 104 794 1,152 1,055 918 1,165 1,422 1,396 1,447
162 2,561 3,275 296 428 607 918 1,038 1,059 1,188 1,605 1,575
Total Liabilities 563 1,027 1,139 3,781 4,344 4,621 8,130 11,526 11,843 12,247 13,061 13,282
93 60 100 189 740 1,049 1,437 1,536 1,965 3,922 4,250 4,367
CWIP 1 0 6 1 27 77 60 23 29 33 2 11
Investments 122 211 284 1,160 1,197 1,163 3,706 3,945 4,615 3,812 4,546 4,751
348 756 749 2,431 2,381 2,333 2,927 6,021 5,235 4,481 4,263 4,153
Total Assets 563 1,027 1,139 3,781 4,344 4,621 8,130 11,526 11,843 12,247 13,061 13,282

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
-430 -218 -643 13 -441 -40 521 574 1,031
-101 -139 -934 286 -2,895 -3,428 -147 -156 -679
684 206 -17 -112 3,247 3,557 -364 -432 -431
Net Cash Flow 154 -151 -1,594 187 -89 88 11 -14 -79
Free Cash Flow -450 -312 -852 -198 -971 -628 54 50 533
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit 72% 31% 355% -63% 95% -8% 308% 152% 136%

Ratios

Standalone / View Consolidated

Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Debtor Days 83 47 58 47 79 60 48 77 63 57 46
Inventory Days
Days Payable
Cash Conversion Cycle 83 47 58 47 79 60 48 77 63 57 46
Working Capital Days 19 49 118 43 94 99 60 190 116 70 37
ROCE % -260% -7% -5% -14% -8% -0% 3% 3%

Insights

In beta
Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Active Customers
Count

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Express Parcel Shipments
Million parcels
Fleet Size
Count (daily average)
Partner Agents
Count
Pin-codes Served
Count
PTL Freight Tonnage
'000 Metric Tons
Team Size
Count
Total Infrastructure
Million sq. ft.

Extracted by Screener AI

Shareholding Pattern

Numbers in percentages

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
62.71% 63.63% 61.16% 55.02% 53.75% 51.99% 52.95% 51.65% 48.57% 48.23% 41.93% 39.54%
17.02% 19.62% 22.03% 28.56% 28.99% 30.04% 29.60% 32.05% 34.98% 36.27% 43.07% 45.95%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.01%
20.27% 16.73% 16.81% 16.41% 17.27% 17.99% 17.46% 16.30% 16.43% 15.51% 15.00% 14.51%
No. of Shareholders 94,01192,9841,28,9851,39,7151,62,3181,72,9421,77,5461,60,7971,67,9661,67,2991,75,6091,76,192

* The classifications might have changed from Sep'2022 onwards. The new XBRL format added more details from Sep'22 onwards.

Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.

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Documents

Announcements

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DRHP

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