Delhivery Limited

rs,

Date: November 14, 2022 BSE Limited Floor 25, P J Towers, Dalal Street, Mumbai – 400 001 India National Stock Exchange of India Limited Exchange Plaza, C

₹1,796

Operating System for commerce in India 3 ssIndia’s largest integrated logistics platform(1) ₹1,796 Cr Q2 FY23 revenue from services 9.3% YoY growth rate(2) (Q2 FY23 vs Q2 FY22 pro forma) -7.0% (

9.3%

a 3 ssIndia’s largest integrated logistics platform(1) ₹1,796 Cr Q2 FY23 revenue from services 9.3% YoY growth rate(2) (Q2 FY23 vs Q2 FY22 pro forma) -7.0% (+547bps QoQ) Q2 FY23 adjusted EBITDA m

7.0%

1,796 Cr Q2 FY23 revenue from services 9.3% YoY growth rate(2) (Q2 FY23 vs Q2 FY22 pro forma) -7.0% (+547bps QoQ) Q2 FY23 adjusted EBITDA margin 161 Mn (19% YoY growth) Express parcels shipped in

547bps

r Q2 FY23 revenue from services 9.3% YoY growth rate(2) (Q2 FY23 vs Q2 FY22 pro forma) -7.0% (+547bps QoQ) Q2 FY23 adjusted EBITDA margin 161 Mn (19% YoY growth) Express parcels shipped in Q2 FY23 /

19%

te(2) (Q2 FY23 vs Q2 FY22 pro forma) -7.0% (+547bps QoQ) Q2 FY23 adjusted EBITDA margin 161 Mn (19% YoY growth) Express parcels shipped in Q2 FY23 / 1.7 Bn+ shipped since inception 286K Tons (20% Q

20%

(19% YoY growth) Express parcels shipped in Q2 FY23 / 1.7 Bn+ shipped since inception 286K Tons (20% QoQ growth) 18.5 Mn PTL freight handled in Q2 FY23 / 2.7 Mn+ tons shipped since FY19 Sq. Ft. l

52%

2.7 Mn+ tons shipped since FY19 Sq. Ft. logistics infrastructure(3) 28K+ Active customers(4,5) 52% Revenue from customers using two or more services(5)) 18,454 Pin-codes covered(3) (1) (2) (3)

₹,

on/BAs) Partner agents(5) Fleet size – daily average Revenue/person (₹ lacs)(6) Revenue/sq.ft. (₹, Transportation)(7) Revenue/sq.ft. (₹, Warehousing)(8) FY19 13,485 42 4,867 5.96 73 17 138

80%

; annualized for Q2 FY23 5 Highlights 1 2 3 4 5 6 Express Parcel business remains robust - 80% growth in festive season daily volumes v/s rest of the quarter Continued leadership in Heavy Good

30%

ive season daily volumes v/s rest of the quarter Continued leadership in Heavy Goods segment with 30% volume growth over previous quarter Regaining market share in PTL; 20% growth in Q2 volumes compar

90%

ning market share in PTL; 20% growth in Q2 volumes compared to Q1 Network service metrics stable (>90%) across all business lines, integration issues conclusively resolved; network footprint rationaliz

“2 We aim to build the Operating System for commerce in India 3 ssIndia’s largest integrated logistics platform(1) ₹1,796 Cr Q2 FY23 revenue from services 9.3% YoY growth rate(2) (Q2 FY23 vs Q2 FY22 pro forma) -7.0% (+547bps QoQ) Q2 FY23 adjusted EBITDA margin 161 Mn (19% YoY growth) Express parcels shipped in Q2 FY23 / 1.7 Bn+ shipped since inception 286K Tons (20% QoQ growth) 18.5 Mn PTL freight handled in Q2 FY23 / 2.7 Mn+ tons shipped since FY19 Sq.”

Sub

1

Sub

Presentation of Earnings Conference Call of Delhivery Limited ("the Company") Dear Sir/ Madam, In furtherance to our earlier communication dated November 09, 2022 and pursuant to the provisions of the Regulation 30 and 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, (“LODR”), we hereby attach a copy of presentation of earning conference call of the Company with investors/ analysts scheduled to be held on Monday, November 14, 2022 at 04:30 P.M. (IST) on Unaudited Financial Results of the Company for the quarter and half-year ended September 30, 2022. aforesaid The also https://www.delhivery.com/investor-relations/ as per the provisions of the LODR. disclosure will hosted the on be Company's website at 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 Earnings Presentation Q2 FY23 Safe harbour