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Delhivery Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Structural pricing stable; no expected pricing pressure despite inflation
- FY27 guidance: Express service EBITDA margin 16-18%, PTL margin to exit near 15-15.5%
- Delhivery Direct GMV ahead of plan at Rs.150 Cr, expected to exceed Rs.250 Cr target for FY27
- New initiatives investments mainly in Delhivery Local, growing faster than expected
- Market share gains from 3PL consolidation and shift from in-house logistics
- Inflation impact: fuel pass-through mostly in Q2; minimum wage increases passed gradually
- Q1FY27 revenue nearly Rs.3000 Cr, +28% y-y; EBITDA Rs.156 Cr, +5% y-y
- Express volumes grew 55% y-y to 322 million packages; PTL freight grew 18% y-y with yield near Rs.12
- Supply chain services revenue Rs.200 Cr; margins impacted by two new large contracts scaling up
- Focus on automation, technology, and network optimization to sustain growth and margins
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.