Whalesbook
Toh bhai, Delhivery ne FY26 mein kamaal kar diya hai! Full year mein revenue pahunch gaya ₹10,486 Crore ke paar. Aur profit? Woh toh seedha 98.1% badh kar ₹321 Crore ho gaya! Last year ke comparison mein toh numbers double ho gaye hain. Agar sirf Q4 FY26 ki baat karein, toh profit ₹89 Crore raha, jo pichhle saal ke Q4 se 22.2% zyada hai.
Sabse important cheez jo company ne achieve ki hai woh hai positive Free Cashflow (FCF), woh bhi ₹89 Crore ka! Iska matlab hai ki company apne operations se cash generate kar paa rahi hai, jo financial health ke liye bahut achha sign hai. Transport business mein ROIC bhi 16.0% raha, jo company ki efficiency dikhata hai.
Profit aur FCF positive hona ek bada milestone hai. Ye dikhata hai ki Delhivery apne operations ko manage karne mein kaafi efficient ho gayi hai. Company ka focus ab growth ke saath-saath sustainable profitability par hai, jiske liye unhone apna network aur tech improve kiya hai. Future mein investors ko ek financially strong Delhivery milegi, jo market mein apni leadership maintain rakhegi.
Haan, risks toh har business mein hote hain. Jaise ki industry mein koi badlav, economy ya govt ke rules change hona, ya koi litigation. Ye sab cheezein future performance par asar daal sakti hain. Competitors ki baat karein toh Blue Dart Express, Mahindra Logistics, aur TVS Supply Chain Solutions bhi race mein hain, par Delhivery ka integrated model usse ek unique position deta hai.
Agli cheez jo investors ko dekhni chahiye woh hai 16 May, 2026 ko hone wali Earnings Conference Call, jahan company future ke plans bata sakti hai. Aur haan, unka supply chain services ka pipeline bhi ₹1,800 Crore ka hai, jahan se growth aane ki umeed hai.