Delhivery Limited
5,452words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
8%
7%
1.5%
15%
10%
63.6%
1.0%
25%
58.6%
INR 77
4%
Guidance — 2 items
Sub
opening
“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.”
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opening
“For FY22, proforma revenues considered (1) Gurugram, Bhiwandi, Bengaluru 6 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.”
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Risks & concerns — 1 flagged
Investment in equity and equity related securities involve a degree of risk and investors should not invest any funds in this Company without necessary diligence and relying on their own examination of Delhivery Limited along with the equity investment risk which doesn't guarantee capital protection.
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Speaking time
1
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Opening remarks
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Presentation on participation in Investor Web Conference on July 5, 2022 Dear Sir/ Madam, Pursuant to the Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby inform you that Mr. Sandeep Kumar Barasia, Executive Director and Chief Business Officer of the Company will participate as a speaker in an investor web conference i.e. India E-commerce logistics- Opportunity and Outlook hosted by HSBC Global Research on July 5, 2022. We hereby attach a copy of the presentation proposed to be made in the above conference. 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, For Delhivery Limited Sunil Kumar Bansal Company Secretary & Compliance Officer Membership No: F4810 Place: Gurugram Encl: As above Investor Presentation – July ‘22 Safe harbour and disclaimer This Presentation is prepared by
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