Delhivery Posts Robust Profit Growth in Q1 FY26

Delhivery Achieves Strong Q1 FY26 Performance with 67% PAT Surge and 6% Revenue Growth

New Delhi, India – August 1, 2025 – Delhivery, India’s premier integrated logistics solutions provider, has announced a robust start to the fiscal year 2026, reporting a significant 67% year-on-year increase in its Profit After Tax (PAT) for the first quarter. The company’s revenue also saw a healthy uptick, growing by 6% to ₹2,294 crore during the same period.

Sahil Barua, MD & CEO of Delhivery, expressed satisfaction with the results, stating, “We’re pleased with the strong start to the financial year. the improved profitability as a result of operating at a higher scale reaffirms the inherent operating leverage linked efficiencies in our business. We look forward to the upcoming festive sale season with optimism.”

This surge in profitability underscores the company’s prosperous strategy of leveraging its extensive operational scale to drive efficiency. As India’s logistics sector continues its rapid expansion, driven by e-commerce growth and the formalization of the economy, Delhivery’s performance highlights its pivotal role in facilitating this growth.The company’s ability to manage a vast network, spanning over 18,850 pin codes, and serve a diverse customer base of over 43,000, positions it well to capitalize on future opportunities.

The upcoming festive season in India is a crucial period for the retail and logistics sectors.Delhivery’s optimistic outlook suggests confidence in its preparedness to handle the anticipated surge in demand for its express parcel, PTL, TL, and other supply chain services.Evergreen Insights:

Delhivery’s consistent growth, even amidst evolving market dynamics, emphasizes the enduring importance of efficient and integrated logistics in a developing economy like India. The company’s focus on operational leverage and scale is a testament to a sound business model that benefits from increased volume. As e-commerce penetration deepens and supply chain complexities rise, companies like Delhivery that offer end-to-end solutions become indispensable partners for businesses of all sizes. the ability to adapt to technological advancements and maintain a customer-centric approach will remain key differentiators in this competitive landscape. Delhivery’s commitment to expanding its network and service offerings not onyl strengthens its market leadership but also contributes considerably to the overall infrastructure progress and economic progress of the nation.

Delhivery will be hosting its earnings call to discuss these Q1 FY26 results at 6:00 PM IST today,August 1st,2025. Further details and audio replay links will be available on the Investor Relations page of the company’s website.

What specific strategies contributed too Delhivery’s network optimization and resulting cost reductions in Q1 FY26?

Key Financial Highlights – Q1 FY26

delhivery Limited has announced a significant surge in profitability for the first quarter of Fiscal Year 2026 (Q1 FY26), signaling continued momentum in india’s logistics sector. The company reported a consolidated net profit of ₹XX crore, a substantial increase compared to ₹YY crore in the same period last year. This represents a growth of ZZ% year-over-year. Revenue for Q1 FY26 stood at ₹AA crore, up from ₹BB crore in Q1 FY25, demonstrating a growth rate of CC%. These figures underscore Delhivery’s strengthening position as a leading logistics provider in India.

Driving Factors Behind the Growth

Several key factors contributed to Delhivery’s extraordinary performance in Q1 FY26:

E-commerce Boom: The continued expansion of the Indian e-commerce market remains a primary driver.Increased online shopping activity directly translates to higher volumes for logistics companies like Delhivery.

Network Optimization: Delhivery has focused heavily on optimizing its network infrastructure, including automation and strategic warehousing. This has led to improved efficiency and reduced operational costs.

Expansion of Service Portfolio: the company’s diversification into express parcel delivery,freight forwarding,and supply chain solutions has broadened its revenue streams and reduced reliance on a single segment. Specifically, their Delhivery Rate Calculator for personal courier services has seen increased usage.

Technological Investments: Ongoing investments in technology, including AI-powered route optimization and real-time tracking, have enhanced service quality and customer satisfaction.

Strong Demand from Key Sectors: Growth in sectors like retail, consumer durables, and automotive has fueled demand for Delhivery’s logistics services.

Segment Performance Breakdown

A closer look at Delhivery’s segment performance reveals the sources of its robust growth:

Express Parcel: This remains the core business, contributing XX% to total revenue. Volume growth in the express parcel segment was driven by Tier 2 and Tier 3 cities.

Freight Forwarding: The freight forwarding business witnessed a growth of YY% year-over-year, benefiting from increased international trade.

Supply Chain Solutions: Delhivery’s supply chain solutions segment, catering to large enterprises, saw a Z% increase in revenue, reflecting triumphant client acquisitions and expansions.

Cross-Border Logistics: Increased demand for international shipping, particularly from SMEs, boosted the cross-border logistics segment.

Operational Efficiency Gains

Delhivery’s commitment to operational efficiency is evident in several key metrics:

Reduced Delivery Times: Average delivery times have been reduced by X% due to network optimization and technology adoption.

Improved First-Attempt Delivery Rate: The first-attempt delivery rate has increased to Y%, enhancing customer experience and reducing return logistics costs.

Lower Cost Per Parcel: Operational efficiencies have resulted in a Z% reduction in cost per parcel, improving profitability.

Warehouse Capacity expansion: Delhivery expanded its warehousing capacity by AA% to meet growing demand and improve inventory management.

Impact of Recent Investments

Recent strategic investments have begun to yield positive results:

Automation in Sortation Centers: The implementation of automated sortation systems in key hubs has substantially increased throughput and reduced manual handling.

Electric Vehicle (EV) Fleet Expansion: Delhivery’s growing EV fleet contributes to sustainability goals and reduces fuel costs. The company aims to have BB% of its fleet electrified by FY27.

Technology Partnerships: collaborations with leading technology providers have enabled Delhivery to offer innovative logistics solutions, such as real-time visibility and predictive analytics.

Competitive Landscape & Future Outlook

Delhivery operates in a competitive logistics market alongside players like Blue Dart, FedEx, and Ecom Express. However, its focus on technology, network optimization, and service diversification positions it well for continued growth.

Looking ahead, Delhivery expects to benefit from:

Continued E-commerce Growth: The Indian e-commerce market is projected to continue its rapid expansion, driving demand for logistics services.

Government Initiatives: Government initiatives promoting infrastructure growth and digital transformation are expected to create a favorable environment for the logistics sector.

Expansion into New Markets: Delhivery is exploring opportunities to expand its presence in new geographies and service segments.

Focus on Sustainability: Increasing emphasis on sustainable logistics practices will drive demand for eco-amiable solutions.

Benefits of Delhivery’s Services for Businesses

Businesses leveraging Delhivery’s services can experience several key benefits:

Reduced Logistics Costs: Optimized network and efficient operations translate to lower shipping costs.

Improved Delivery Speed: Faster delivery times enhance customer satisfaction and drive repeat business.

Enhanced Visibility: Real-time tracking and reporting provide complete visibility into the supply chain.

Scalability: delhivery’s scalable infrastructure can accommodate fluctuating demand.

Reliable Service: Consistent and reliable delivery performance builds trust with customers.

Practical Tips for Utilizing Delhivery Services

Utilize the Delhivery Rate Calculator: Accurately estimate shipping costs before sending your parcels.

Optimize Packaging: Proper packaging ensures safe transit and reduces the risk of damage.

Integrate with Delhivery’s API: Streamline your shipping process by integrating your systems with Delhivery’s