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Delhivery Ltd.

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delhivery.comBSE: 543529NSE: DELHIVERY
Market Cap₹ 33,793 Cr.
Current Price
High / Low₹ 524 / 374
Stock P/E114.7
Book Value₹ 129
Price to Book3.25
Dividend Yield0.00 %
ROCE4.6 %
ROE3.5 %
Face Value₹ 1

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ABOUT

AI Sector View

AI GENERATED

Services

Buy

Broad services remain in expansion. Services PMI was 54.1 (Aug/26), export of services grew 13.0% YoY (2026-06), and urban employment was still positive at 2.0% YoY (2026-07), although airport passenger traffic was -2.0% YoY (2026-06). FPI inflows of INR 7081 crore over 3 months to 2026-08-31 support the constructive sector view.

Confidence
72%
View full sector analysis →

PROS

  • Company is almost debt free
  • Company has delivered good sales growth of 23.0% CAGR over last 5 years
  • Strong cash generation - operating cash flow backs reported profits (CFO/PAT 8.34x)
  • Operating margins have improved to 6.8% from -0.9%
  • Working capital cycle has improved - days down from 188 to 102
  • Company generates healthy free cash flow

CONS

  • A large part of profit comes from other income (139.6% of PBT)
  • Company has a low return on capital employed of 2.0%
  • Company has a low return on equity of 0.9% over last 3 years
  • Effective tax rate is unusually low at -2.4% - earnings may be flattered
  • Recurring exceptional / one-off items are inflating headline profit

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

ServicesLogisticsLogistics
Part ofNIFTY ALPHA 50NIFTY TOTAL MKTNIFTY SMLCAP 50NIFTY 500NIFTY SMLCAP 250
S.No.Name
1.CONCOR505.8031.0238522.641.70268.900.612159.760.2813.6320.41
2.DELHIVERY451.00361.2933793.180.0031.91-64.962930.7327.762.974.75
3.SHADOWFAX255.05133.9614964.560.00654.006732.8613581.201806.3211.586.76
4.BLACKBUCK585.4063.1710664.070.0042.1725.14204.1742.1712.7524.35
5.TCI856.4514.416580.201.17106.60-0.561248.509.5820.5212.30
6.TVSSCS128.9587.865689.580.0022.48-96.843335.2228.6611.516.75
7.VRLLOG231.4518.874048.920.00805.301509.318788.401080.7026.4721.23
8.MAHLOG399.70103.123968.120.63278.303048.0920028.801132.8510.405.76
9.SINDHUTRAD23.8147.443671.330.0038.74-79.39129.21-21.8512.8045.34
10.GATEWAY53.5810.962677.096.0751.27-17.56549.30-0.2117.9921.31
11.TCIEXP535.2524.952057.721.3120.495.24313.409.2913.9210.03
12.ALLCARGO12.2961.361840.770.00140.00241.475460.0043.068.7013.00
Detailed Comparison with:

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
1,7771,7712,0271,8792,0062,0202,2042,0402,1282,3822,6152,6722,730
1,7711,7741,9041,8281,9011,9682,0951,9191,9692,2282,3832,4332,768
Operating Profit6-31235110652109122159154232238-38
OPM %0.37%-0.16%6.06%2.72%5.26%2.59%4.96%5.96%7.48%6.46%8.87%8.92%-1.40%
1061071226611012410035133964952117
Interest19192227283033343435343332
Depreciation149154170186115127138145144155171181181
Profit before Tax-55-7053-96721938-2211461757678
Tax %-0.00%-0.00%0.00%-0.00%0.00%0.00%0.00%6.28%0.00%0.00%0.00%-4.62%0.00%
Net Profit-55-7053-96721938-2011461758078
-0.76-0.940.72-1.310.980.260.51-0.271.530.821.011.071.04

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
7381,0191,6542,7773,5005,9116,6597,4548,3259,84710,398
1,3161,6973,3522,9473,5486,3707,0487,2777,9449,1449,812
Operating Profit-578-677-1,698-169-48-459-389178381703586
OPM %-78.31%-66.44%-102.70%-6.10%-1.39%-7.77%-5.84%2.38%4.58%7.14%5.64%
135128189134168320401379418313
Interest1312194989948688125136134
Depreciation534792254353478657659543668688
Profit before Tax-631-684-1,781-284-356-864-812-16892318291
Tax %-0.00%-0.00%-0.00%-0.00%-0.00%-0.00%-0.00%-0.00%-5.90%-2.41%-1.21%
Net Profit-631-684-1,781-284-356-864-812-16898325295
EPS-6617.99-7147.70-3467.00-552.00-6.90-14.50-11.36-2.281.314.35—
Dividend Payout %0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%—

COMPOUNDED SALES GROWTH

10 Years:
35%
5 Years:
23%
3 Years:
14%

COMPOUNDED PROFIT GROWTH

10 Years:
—
5 Years:
—
3 Years:
—

STOCK PRICE CAGR

10 Years:
—
5 Years:
—
3 Years:
2%
1 Year:
-7%

RETURN ON EQUITY

10 Years:
-39%
5 Years:
-6%
3 Years:
1%
Last Year:
3%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Corporate actions

No bonus data found

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
111126473747575
-1,546-2,2363,2842,9872,6655,7378,9638,9799,0799,513
2,3883,026745778708966458811,1411,120
Trade Payables1321851552704136737837708531,063
511642075086727611,0621,1401,1001,290
Total Liabilities1,0271,1393,7224,3444,6218,13011,52611,84312,24713,061
601001897401,0491,4371,5361,9653,9224,250
Capital Work in Progress0612777582229332
2112841,1601,1971,1633,7063,9454,6153,8124,546
0172318262519161624
00000001,2881,2901,245
Cash & Bank15751,660395254178602362258179
5997276891,9692,0532,7255,4023,5682,9162,816
Total Assets1,0271,1393,7224,3444,6218,13011,52611,84312,24713,061

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
-415-212-314-59831-434315215741,031
Cash from Investing-101-139-935-934286-2,895-3,428-147-156-679
Cash from Financing6842062,927-17-1123,2473,557-364-432-431
154-1511,655-1,594187-898811-14-79

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026

Shareholding Pattern

Numbers in percentages

Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters0.000.000.000.000.000.000.000.000.00
61.1655.0253.7551.9952.9551.6548.5748.2341.93
22.0328.5628.9930.0429.6032.0534.9836.2743.07
Government0.000.000.000.000.000.000.000.000.00
16.8116.4117.2617.9717.4616.3016.4415.4914.99

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-09
ESOP/ESOS/ESPS

2026-09-09 - Delhivery Limited has informed the Exchange regarding Allotment of 1,27,439 Equity Shares upon exercise of vested Options.

2026-09-04
Options to purchase securities

2026-09-04 - Delhivery Limited has informed the Exchange about Grant of Stock Options

2026-08-28
Copy of Newspaper Publication

2026-08-28 - Delhivery Limited has informed the Exchange about Copy of Newspaper Publication on information regarding E-voting at 15th Annual General Meeting (Post AGM Notice Dispatch)

2026-08-27
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-27 - Delhivery Limited has informed the Exchange about Schedule of Investors Conference / Analyst Meet

2026-08-27
General Updates

2026-08-27 - Delhivery Limited has informed the Exchange about Letter to Shareholders providing web-link and exact path to the Notice of 15th Annual General Meeting and Annual Report for the Financial Year 2025-26

2026-08-27
Shareholders meeting

2026-08-27 - Delhivery Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on Tuesday, September 22, 2026 at 2:00 P.M. (IST).

2026-08-26
Copy of Newspaper Publication

2026-08-26 - Newspaper Publication on information regarding 15th Annual General Meeting (Pre-Dispatch AGM Notice)

2026-08-13
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-13 - Delhivery Limited has informed the exchange about Transcript of Earnings Conference Call pertaining to the Unaudited Financial Results for the quarter ended June 30, 2026

2026-08-11
ESOP/ESOS/ESPS

2026-08-11 - Delhivery Limited has informed the Exchange regarding Allotment of 1,12,304 Equity Shares upon exercise of vested Options.

News

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