Delhivery Limited

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DELHIVErY Date: June 2, 2022 BSE Limited Floor 25, P J Towers, Dalal Street, Mumbai — 400 001 India National Stock Exchange of India Limited Exchange Plaza,

8%

%) Share of Top 10 Organized Players (2) (%) Per Capita Direct Logistics Spend($) 200 1,470 8% 7% ~1.5% 150 ~15% 4,460 1,470 10% ~7-10% 1,050 Source: RedSeer report 1. As of CY2020 fo

7%

Share of Top 10 Organized Players (2) (%) Per Capita Direct Logistics Spend($) 200 1,470 8% 7% ~1.5% 150 ~15% 4,460 1,470 10% ~7-10% 1,050 Source: RedSeer report 1. As of CY2020 for Ch

1.5%

of Top 10 Organized Players (2) (%) Per Capita Direct Logistics Spend($) 200 1,470 8% 7% ~1.5% 150 ~15% 4,460 1,470 10% ~7-10% 1,050 Source: RedSeer report 1. As of CY2020 for China and

15%

Organized Players (2) (%) Per Capita Direct Logistics Spend($) 200 1,470 8% 7% ~1.5% 150 ~15% 4,460 1,470 10% ~7-10% 1,050 Source: RedSeer report 1. As of CY2020 for China and US and as

10%

(2) (%) Per Capita Direct Logistics Spend($) 200 1,470 8% 7% ~1.5% 150 ~15% 4,460 1,470 10% ~7-10% 1,050 Source: RedSeer report 1. As of CY2020 for China and US and as of FY2022 for India

63.6%

$Bn value 5 India’s largest integrated logistics platform(1) $940 Mn FY22 Proforma revenue(2) 63.6% 1.0% FY19 – 22 Revenue CAGR(3) FY22 Proforma adjusted EBITDA margin(2) 1.4 Bn/24-25% Express o

1.0%

lue 5 India’s largest integrated logistics platform(1) $940 Mn FY22 Proforma revenue(2) 63.6% 1.0% FY19 – 22 Revenue CAGR(3) FY22 Proforma adjusted EBITDA margin(2) 1.4 Bn/24-25% Express orders

25%

enue(2) 63.6% 1.0% FY19 – 22 Revenue CAGR(3) FY22 Proforma adjusted EBITDA margin(2) 1.4 Bn/24-25% Express orders shipped since inception/e-Commerce market share(4) 58.6% Revenue from customers

58.6%

ITDA margin(2) 1.4 Bn/24-25% Express orders shipped since inception/e-Commerce market share(4) 58.6% Revenue from customers using two or more services(5)) 2 Mn+ Tons PTL freight handled(6) 80+

INR 77

hnology applications(7) Sq. Ft. logistics infrastructure(7) 18,074 Pin-codes covered(7) FX: USD/INR 77 (1) (2) (3) (4) (5) As per RedSeer report basis FY21 revenue Proforma FY22 figures include Delhive

70%

iwandi, Bengaluru 8 Delhivery: Outperforming on business growth ) % ( R G A C 2 2 - 5 1 Y F 70% 50% 30% 10% 0 -10% India nominal GDP growth: 9.5%(1) 250 500 750 1,000 FY22 Revenue ($ M

“2 We aim to build the Operating System for commerce in India 3 India’s logistics market is large and highly fragmented Direct Logistics Spend (1) ($Bn) Direct Logistics Spend / GDP (1) (%) Share of Top 10 Organized Players (2) (%) Per Capita Direct Logistics Spend($) 200 1,470 8% 7% ~1.5% 150 ~15% 4,460 1,470 10% ~7-10% 1,050 Source: RedSeer report 1.”

“CY2026E TAM figures approximated to the nearest $Bn value 5 India’s largest integrated logistics platform(1) $940 Mn FY22 Proforma revenue(2) 63.6% 1.0% FY19 – 22 Revenue CAGR(3) FY22 Proforma adjusted EBITDA margin(2) 1.4 Bn/24-25% Express orders shipped since inception/e-Commerce market share(4) 58.6% Revenue from customers using two or more services(5)) 2 Mn+ Tons PTL freight handled(6) 80+ 18.15 Mn Technology applications(7) Sq.”

Sub

1

Sub

Presentation of Investor Meet of Delhivery Limited (“the Company") Dear Sir/ Madam, This has reference to our earlier communication dated June 1, 2022 regarding. meeting of Mr. Sandeep Kumar Barasia, Executive Director and Chief Business Officer of the Company with various investors and his participation in Bernstein's 38th Annual Strategic Decisions Conference (SDC) from Wednesday, June 1, 2022 to Thursday, June 2, 2022 in New York. We hereby attach a copy of the presentation of aforesaid investor meet. The above disclosure is also being uploaded on website of the Company at www.delhivery.com You are requested to take the above on records. Thanking you, Yours faithfully, Membership No: F4810 Place: Gurugram Encl: As above a Delhivery Limited Corporate Office: Plot 5, Sector 44, Gurugram - 122 002, Haryana, India Registered Office: N24-N34, S24-S34, Air Cargo Logistics Centre-Il, Opposite Gate 6 Cargo Terminal, IG! Airport, New Delhi - 110037 (Formerly known as Delhivery Private Limite