DELHIVERYNSEQ4FY26May 22, 2026

Delhivery Limited

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Key numbers — 40 extracted
rs,
ur thanks to Mr. Romesh Sobti, who will be stepping down from the Board of Delhivery after five years, having joined us in 2021 and having played an enormous role in helping us take Delhivery public and
10,400 crore
this financial year. But just in terms of a quick headline summary, we closed the year with over 10,400 crores in revenue, delivered over a billion packages in the financial year. By way of context, it took u
2 million
k us nearly 10 years to deliver our first billion packages since our inception. Also reached about 2 million metric tons of freight in our part truck load business. Margins continue to expand. The express b
18%
nd. The express business remains firmly at the upper end of our normative margin guidance of 16 to 18%. PTL margins expanded again successively and have reached… [inaudible] …on the back of a reduction
5%
sively and have reached… [inaudible] …on the back of a reduction in capital intensity to less than 5% of revenue and a massive reduction in net working capital days. So, all in all, a very strong qu
4,500 crore
, a very strong end to fiscal 26. The company continues to be extremely well capitalized with over 4,500 crores of cash on the balance sheet. And so, without further ado, Vani, please take us through the prese
40%
transportation side, we delivered a billion plus shipments this year. It's been a year with about 40% growth. On PTL also, we've done about 2 million metric tons this year. And together, the two busin
2 million
n plus shipments this year. It's been a year with about 40% growth. On PTL also, we've done about 2 million metric tons this year. And together, the two businesses expanded our service EBITDA by about 220 b
220 basis point
llion metric tons this year. And together, the two businesses expanded our service EBITDA by about 220 basis points to take us to 15.6% and this with an ROIC of 16%. These are, in fact, the returns that will be fu
15.6%
d together, the two businesses expanded our service EBITDA by about 220 basis points to take us to 15.6% and this with an ROIC of 16%. These are, in fact, the returns that will be funding what comes next
16%
expanded our service EBITDA by about 220 basis points to take us to 15.6% and this with an ROIC of 16%. These are, in fact, the returns that will be funding what comes next. Coming to supply chain solu
79 crore
turned the corner pretty decisively this year. We expanded our service EBITDA about four times to 79 crores. The margin model here is established. The pipeline is healthy. We've signed and activated two
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