Delhivery Share Price: Q3 mein Profit ka Dhamaka! Board mein bhi bade changes

TRANSPORTATION
Whalesbook Logo
AuthorAarav Shah|Published at:
Delhivery Share Price: Q3 mein Profit ka Dhamaka! Board mein bhi bade changes
Overview

Arre suno, Delhivery ke liye Q3 FY26 ka result ekdum zabardast raha! Company finally **Profit** mein aa gayi hai, aur EBITDA toh jaise rockets ki tarah **227%** upar bhaga hai. Lekin rukko, khabar sirf itni nahi hai, board mein bhi kuch bade changes announce hue hain.

Financial Turnaround & Board Shake-up

Delhivery Limited ne FY26 ke teesre quarter mein kamaal kar diya hai! Company ne ₹39.6 crore ka Net Profit report kiya hai, matlab full paisa wapas. Aur ye sab hua hai record operating results ki wajah se, jisme EBITDA 227% saal-dar-saal badh kar ₹147 crore ho gaya hai, aur EBITDA margin bhi 5.3% ke highest level par pahunch gaya hai. Revenue bhi 18% badh kar ₹2,805 crore ho gaya. Is update ke baad, 30 January 2026 ko Delhivery ka stock 2.71% chadh kar ₹422.95 par close hua.

Is financial success ke saath saath, company apne board mein bhi refresh karne ja rahi hai. Chairman aur Non-Executive Independent Director Deepak Kapoor, aur ek aur Director Saugata Gupta, dono 1 April 2026 se resign kar denge. Company keh rahi hai ki ye ek strategic move hai future growth ke liye governance ko strong banane ka, aur 2025 mein kuch naye directors bhi aaye the.

Operational Muscle Dikhaya

Express parcel business ne toh dhamaka kar diya! Festive season mein shipments 43% saal-dar-saal badh kar record 295 million parcels ho gaye. Ye sab market share badhane aur bade clients se zyada business milne ki wajah se hua hai. Part Truckload (PTL) segment bhi peeche nahi raha, jisme throughput 500,000 metric tonnes cross kar gaya aur volumes 23% saal-dar-saal badh gaye. Is operational strength se hi company ke transport business ka EBITDA margin 16.4% tak pahunch gaya.

Company ne apni expansion strategy bhi jari rakhi hai. Delhivery Direct platform ab Mumbai aur Hyderabad mein bhi launch ho gaya hai, aur ek naya 'Delhivery International' service bhi shuru ki hai jo SMEs ko exports ke liye hai. Sath hi, Ecom Express Limited ka acquisition bhi pura ho gaya hai, jisse market mein company ki position aur strong hogi.

Logistics Sector ka Future Bright Hai

Indian logistics sector future mein bahut grow karne wala hai, FY27 tak $591 billion ka ho jayega aur 2026-2034 ke beech 6.48% CAGR se badhega. Trends mein digitization, AI, real-time tracking aur specialized services ka demand badh raha hai. Delhivery kaafi competitive market mein hai, jisme uska express logistics mein 14% share hai. Halanaki, stock valuation thoda high hai, P/E ratio 160x ke aas paas hai, jiska matlab hai ki future growth already priced in hai. Lekin company tech aur network ko strong karke is growing market ka fayda uthane ki koshish kar rahi hai.

Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.