Logo
Whalesbook
HomeStocksNewsPremiumAbout UsContact Us

Delhivery Ltd

₹ 402-1.75%
03 Dec – close price
🔗delhivery.com•BSE: 543529•NSE: DELHIVERY
Market Cap₹ 30,057 Cr.
Current Price₹ 402
High / Low₹ 490
Stock P/E108
Book Value₹ 135
Dividend Yield0.00 %
ROCE2.71 %
ROE1.78 %
Face Value₹ 1.00
Sales₹ 8,736 Cr.
OPM6.21 %
Mar Cap₹ 30,057 Cr.

ABOUT

Delhivery provides a full range of Logistics services, including delivery of express parcels and heavy goods, PTL freight, TL freight, warehousing, supply chain solutions, cross-border Express, freight services, and supply chain software. The company also offers value-added services such as e-commerce return services, payment collection and processing, installation & assembly services, and fraud detection.[1]

KEY POINTS

Leading Logistics Player[1]Delhivery is the largest and fastest-growing fully integrated logistic company in India by revenue in FY24. It provides full range of logistics and value-added services serving over 220 countries and territories.

Also present in buckets:
Preferential Issuance

Peer Comparision

S.No.NameCurrent Price (Rs.)Price to EarningMarket Capitalization (Rs.Cr.)Dividend yield (%)Net Profit latest quarter (Rs.Cr.)YOY Quarterly profit growth (%)Sales latest quarter (Rs.Cr.)YOY Quarterly sales growth (%)Return on capital employed (%)Sales (Rs.Cr.)OPM (%)Profit after tax (Rs.Cr.)Profit after tax latest quarter (Rs.Cr.)Price to book valueReturn on assets (%)Debt to equity
1.Container Corpn.506.5029.4438575.951.82379.98-3.012354.532.9213.879004.3021.261310.42378.703.029.180.07
2.Delhivery401.95108.1730056.890.0061.24216.002381.5117.902.718735.786.21277.8661.242.981.430.15
3.Blue Dart Expres5629.5050.1513358.800.4481.3829.501549.336.9616.335920.2615.20266.3781.388.196.650.66
4.Transport Corp.1081.1019.108294.950.74113.505.831204.907.5020.524670.1010.45434.20112.603.4715.720.11
5.VRL Logistics272.4020.404765.282.7549.8939.28796.96-0.3215.733175.5520.65233.6049.894.357.381.01
6.TVS Supply106.9339.754717.540.0016.3167.632662.635.964.8310198.396.66118.6815.642.42-0.161.14
7.Sindhu Trade23.25–3584.980.0010.82-90.72124.33-66.365.451097.89-23.77-36.8410.822.190.700.27
–Median: 47 Co.149.0524.0561.440.05.2611.78142.538.1314.3490.148.1212.16.432.426.830.32

Quarterly Results

Standalone figures in ₹ crores

Dec 2022Dec 2023Dec 2024Jun 2023Jun 2024Jun 2025Mar 2023Mar 2024Mar 2025Sep 2022Sep 2023Sep 2024Sep 2025
Sales
1,6832,0272,2041,7772,0062,1281,7231,8792,0221,6531,7712,0202,382
Expenses
1,7521,9042,0951,7711,9011,9691,7071,8281,9021,7911,7741,9682,228
Operating Profit
-6812310961061591651120-138-352154
Other Income
9312210010611013367663610210712496
Profit before tax
-1665338-5572114-118-96-17-221-701961
Tax %
-0%-0%-0%-0%-0%-0%-0%-0%-0%-0%-0%-0%-0%
Net Profit
-1665338-5572114-118-96-17-221-701961
EPS in Rs
-2.280.720.51-0.750.971.53-1.61-1.31-0.22-3.04-0.950.260.82

Profit & Loss

Standalone Figures in ₹ Crores / Yearly

Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025TTM
Sales
4967381,0191,6542,7773,5005,9116,6597,4548,2528,736
Expenses
7971,3181,7033,3552,9463,5486,3707,0487,2777,8658,193
Operating Profit
-301-580-683-1,701-169-48-459-389178387543
Other Income
27145831188134167320401370365
Interest
31312194989948688125135
Depreciation
40534792254353478657659519576
Profit before tax
-317-631-684-1,781-284-356-864-812-168113197
Net Profit
-317-631-684-1,781-284-356-864-812-168113197
EPS in Rs
-3,324.10-6,618.19-7,141.90-18,583.47-2,914.15-2,136.22-13.45-11.15-2.281.512.64
Dividend Payout %
-0%-0%-0%-0%-0%-0%-0%-0%-0%-0%–

Compounded Profit Growth

10 Years:%
5 Years:21%
3 Years:30%
TTM:118%

Compounded Sales Growth

10 Years:%
5 Years:24%
3 Years:12%
TTM:10%

Return on Equity

10 Years:%
5 Years:-6%
3 Years:-3%
Last Year:2%

Stock Price CAGR

10 Years:%
5 Years:%
3 Years:4%
1 Year:18%

Balance Sheet

Standalone figures in ₹ crores

Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Sep 2025
Equity Capital
0.950.950.960.960.9726473747575
Reserves
321-1,546-2,1783,3813,1222,8606,0939,4979,5469,78110,009
Borrowings
7911411047941,1521,0559181,1651,4201,480
Other Liabilities
1622,5613,2752964286079181,0381,0591,1551,426
Total Liabilities
5631,0271,1393,7814,3444,6218,13011,52611,84312,43012,990
Fixed Assets
93601001897401,0491,4371,5361,9652,5632,771
Gross Block
1381532344061,0831,5412,1632,6373,3714,179–
Accumulated Depreciation
45931342173434927261,1011,4061,616–
CWIP
106127776023293389
Investments
1222112841,1601,1971,1633,7063,9454,6155,3505,777
Other Assets
3487567492,4312,3812,3332,9276,0215,2354,4854,353
Total Assets
5631,0271,1393,7814,3444,6218,13011,52611,84312,43012,990

Cash Flows

Standalone Figures in ₹ Crores / Yearly

Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Cash from Operating Activity
–-430-218–-64313-441-40521528
Cash from Investing Activity
–-101-139–-934286-2,895-3,428-147-107
Cash from Financing Activity
–684206–-17-1123,2473,557-364-430
Net Cash Flow
–154-151–-1,594187-898811-9

Ratios

Standalone Figures in ₹ Crores / Yearly

Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Debtor Days
83475847796048776358
Inventory Days
––––––––––
Days Payable
––––––––––
Cash Conversion Cycle
83475847796048776358
Working Capital Days
19491184394996019011672
ROCE %
–––-260%-7%-5%-14%-8%-0%3%

Shareholding Pattern

Numbers in percentages

Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025
Promoters
––––––––––––
FIIs
69.13%67.63%65.57%65.50%62.71%63.63%61.16%55.02%53.75%51.99%52.95%51.65%
DIIs
11.45%13.03%14.58%14.68%17.02%19.62%22.03%28.56%28.99%30.04%29.60%32.05%
Public
19.42%19.34%19.83%19.81%20.27%16.73%16.81%16.41%17.27%17.99%17.46%16.30%

* The classifications might have changed from Sep'2022 onwards.ℹ️

BSE Announcements AI Summary

Direct from BSE filings, auto-summarised

Delhivery Limited Grants 1,50,700 Stock Options to Employees

1st December 2025, 9:16 PM

Delhivery Ltd: Q2 FY26 Revenue Up 16.9% YoY Amidst Net Loss; Ecom Express Integration Progresses; Investor Conference Scheduled

17th November 2025, 1:02 PM

Delhivery to Participate in Morgan Stanley Asia Pacific Summit; Discussions Limited to Publicly Available Information

12th November 2025, 6:53 PM

Delhivery Q2 FY26 Earnings Call: Strong Revenue Growth, Ecom Integration Success, and Profitability Push

11th November 2025, 10:17 PM

Delhivery Allots 1.22 Lakh Shares on ESOP Exercise, Diluted EPS at Rs 2.31

10th November 2025, 9:29 PM

Published by Other Websites

External media mentions & references

IME Capital’s Ashi Anand sees strong long-term upside in digital and fintech platforms

3rd December 2025, 8:41 AM

Is Meesho becoming Delhivery’s biggest threat? Jefferies flags key risk

3rd December 2025, 6:15 AM

Meesho’s logistics arm Valmo surpasses Delhivery in Q2 e-commerce order volumes

3rd December 2025, 2:22 AM

Trade Spotlight: How should you trade Bandhan Bank, Apollo Tyres, Birlasoft, Glenmark Pharma, Tata Communications, and others on December 3?

3rd December 2025, 1:43 AM

IPO-bound Meesho's increasing reliance on in-house low logistics arm could hurt Delhivery: Jefferies

2nd December 2025, 7:25 AM

News Articles

Editorial & research coverage

IME Capital’s Ashi Anand sees strong long-term upside in digital and fintech platforms
IME Capital’s Ashi Anand sees strong long-term upside in digital and fintech platforms

3rd December 2025, 8:41 AM

Is Meesho becoming Delhivery’s biggest threat? Jefferies flags key risk
Is Meesho becoming Delhivery’s biggest threat? Jefferies flags key risk

3rd December 2025, 6:15 AM

Meesho’s logistics arm Valmo surpasses Delhivery in Q2 e-commerce order volumes
Meesho’s logistics arm Valmo surpasses Delhivery in Q2 e-commerce order volumes

3rd December 2025, 2:22 AM

Trade Spotlight: How should you trade Bandhan Bank, Apollo Tyres, Birlasoft, Glenmark Pharma, Tata Communications, and others on December 3?
Trade Spotlight: How should you trade Bandhan Bank, Apollo Tyres, Birlasoft, Glenmark Pharma, Tata Communications, and others on December 3?

3rd December 2025, 1:43 AM

Delhivery faces downside risk as Meesho ramps up low cost in-house logistics, Jefferies warns
Delhivery faces downside risk as Meesho ramps up low cost in-house logistics, Jefferies warns

2nd December 2025, 5:49 AM

Documents

Announcements

Grant Of Stock Options Under Delhivery Employees Stock Option Plan, 2012

2d - Delhivery grants 150,700 ESOPs at Re.1 exercise price on December 01, 2025.

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

17 Nov - Delhivery to attend Kotak Midcap Conference Nov 21, 2025 in Mumbai.

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

12 Nov - Delhivery to participate in Morgan Stanley Investor Group and Annual Asia Pacific Summit in Singapore on Nov 19-20, 2025.

Announcement under Regulation 30 (LODR)-Earnings Call Transcript

11 Nov - Transcript of Earning Conference Call pertaining to the Unaudited Financial Results for the quarter and half year ended September 30, 2025

Announcement under Regulation 30 (LODR)-Allotment of ESOP / ESPS

10 Nov - Of Allotment of 1,22,840 Equity Shares upon exercise of vested options

Annual Reports

Financial Year 2025

(from bse)

Financial Year 2024

(from bse)

Financial Year 2023

(from bse)

Financial Year 2022

(from bse)

Credit Ratings

No credit ratings.

Concalls

Nov 2025

TranscriptPPT

Aug 2025

TranscriptPPTRecording

May 2025

TranscriptPPTRecording

Feb 2025

TranscriptPPTRecording

Nov 2024

TranscriptPPT

Aug 2024

TranscriptPPTRecording

Aug 2024

PPT

May 2024

TranscriptPPTRecording

Feb 2024

TranscriptPPT

Nov 2023

TranscriptPPT

Aug 2023

TranscriptPPT

Jun 2023

PPT

Jun 2023

PPT

Jun 2023

TranscriptPPT

May 2023

PPT

May 2023

PPT

May 2023

PPT

Feb 2023

TranscriptPPT

Feb 2023

PPT

Dec 2022

TranscriptPPT

Nov 2022

PPT

Aug 2022

TranscriptPPT

Jun 2022

TranscriptPPT

May 2022

PPT

May 2022

PPT