Aisa Kaise? Results Aachhe, Par Stock Gira!
Arre, Delhivery ne March quarter (Q4FY26) mein kamaal kar diya! Revenue ₹2,850 Crore pahunch gaya, jo last year se 30% zyada hai. Aur EBITDA toh 80% uchhal kar ₹214.2 Crore ho gaya! Iske wajah se EBITDA margin bhi 7.5% tak pahunch gaya, jo pehle 5.4% tha. Matlab company ki operational efficiency mast ho gayi hai.
Express Parcel Ka Dhamaka Aur FCF Bhi Positive!
Sabse achha kaam kiya Express Parcel segment ne, jiska revenue 46% badha aur shipments 73% upar gaye. Part Truck Load (PTL) revenue bhi 20% badha. Aur sabse important baat, company ne FY26 mein Free Cash Flow (FCF) ko positive kar liya, guide karne se ek saal pehle hi!
Aage Kya? Growth Aur Global Expansion Ka Plan!
Delhivery Expect kar rahi hai ki agle kuch saalon mein alag-alag segments mein 15-20% ka volume growth hoga. Woh Express Parcel aur PTL services ke liye 16-18% ke steady-state margins bhi target kar rahe hain next two years mein. Aur haan, company ab 'Delhivery International' naam se global level par bhi expand kar rahi hai, aur Q2FY27 tak 10 naye destinations add karne ka plan hai.
Analysts Abhi Bhi Bullyish Hain!
Stock toh thoda gira, par analysts kahte hain yeh market ki weakness ke karan hua. Brokerage firms jaise ICICI Securities ne 'Buy' rating ko phir se confirm kiya aur target ₹600 diya hai. JM Financial ne target ₹590 kiya, Motilal Oswal ₹580, aur Emkay Global ₹525 tak ka target de rahe hain. Sab log company ke future growth, network efficiency, aur industry consolidation se hone wale benefits par positive hain.