Delhivery Ltd
Delhivery Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #9 of 30 in Transport Services
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What the Q1 FY27 call signalled
3 of 4 strong
The short version
Q1FY27 showed strong growth despite challenges: overall revenue nearly Rs. Delhivery expects solid volume growth: Express business projected to grow 20-30% in FY27, with confidence to be towards the higher end in H2FY27.
From Delhivery Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Q1FY27 showed strong growth despite challenges: overall revenue nearly Rs. 3000 Cr, up ~28% YoY; express volumes grew 55% YoY; PTL freight grew 18% YoY.
- Express volume growth guidance for FY27 is 20-30%, with potential to be towards the upper end of this range based on early Q2 trends.
- Delhivery expects sustained D2C volume growth at 40-45% YoY.
- New initiatives such as Delhivery Direct are growing faster than planned; GMV currently ahead of plan at ~Rs. 150 Cr with year-end expected to exceed the Rs. 250 Cr target.
- PTL business aims to continue margin expansion, targeting 15-15.5% service EBITDA by year-end.
2 more points from Delhivery Ltd's call on revenue
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Profitability & Margins
See what Delhivery Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Delhivery is investing significantly in automation and engineering, including industrial automation systems for transportation facilities and automated storage/retrieval systems in fulfillment centers.
- The company is developing Delhivery Maps, a proprietary GIS-based technology, initially deployed internally but planned to be offered to external customers.
- There's ongoing investment in expanding business development teams for part-truck and full-truck freight to deepen penetration across 100 cities in India.
- New initiatives focus heavily on Delhivery Local, which is growing faster than anticipated, targeting a 250 Cr ARR by year-end; financial services is also a new emerging segment with recent NBFC approval.
2 more points from Delhivery Ltd's call on capex
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Top-ranked in Transport Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Delhivery Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹3.1K Cr, net profit ₹41 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Delhivery Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
Others in Transport Services this season
- FlySBS Aviation (Q1 FY27)
Q4 FY26 revenue: ₹96.2 Cr, the highest quarter ever (Page 6). Key investor presentation takeaways from FlySBS Aviation Ltd's Q1 FY27 investor presentation — and
- Accuracy Shippi. (Q1 FY27)
Q1FY27 revenue from operations: ₹140.8 crore, down 12.4% YoY from ₹160.7 crore in Q1FY26 (Page 25, 24). Key investor presentation takeaways from Accuracy Shippi
- Essar Shipping (Q1 FY27)
Revenue from operations for Essar Shipping Limited in the quarter ended June 30, 2026, was ₹0.04 crore (Page 12). Key investor presentation takeaways from Essar
- DJ Mediaprint & Logistics Ltd (Q1 FY27)
3,014.88 Lakhs, up 40.08% YoY from Rs. Key investor presentation takeaways from DJ Mediaprint's Q1 FY27 investor presentation — and how it ranks against sector
Potential multibaggers · Q2 FY27
Potential multibaggers in Transport Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Delhivery Ltd Q1 FY27 results?
Q1FY27 showed strong growth despite challenges: overall revenue nearly Rs. Delhivery expects solid volume growth: Express business projected to grow 20-30% in FY27, with confidence to be towards the higher end in H2FY27.
What is Delhivery Ltd share price analysis?
Delhivery Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 283.1 with a market cap of ₹33,765 Cr. Investors should review the full earnings analysis for detailed insights.
Is Delhivery Ltd planning capital expenditure?
Delhivery is investing significantly in automation and engineering, including industrial automation systems for transportation facilities and automated storage/retrieval systems in fulfillment centers.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.