Business Update Positive

2026-05-22 12:59

Delhivery Limited reported a strong FY26, achieving over ₹10,400 Cr in revenue and becoming free cash flow positive at ₹89 Cr, a year ahead of its original FY27 guidance. The company's adjusted EBITDA margin for transport expanded to 6.3% and ROIC significantly increased to 16% from 5.2% previously. Capital intensity, measured as CapEx as a percentage of revenue, reduced from 7.8% in FY23 to 4.7% in FY26, and net working capital days decreased from 38 to 11. Supply Chain Services (SCS) pivoted to profitability with EBITDA quadrupling to ₹79 Cr (10.9% margin). Management guided for the transport business ROIC to reach 25%+ in a steady state, driven by adjusted EBITDA reaching at least 10% (Express and PTL service EBITDA closer to 18%) and further capital efficiency. Investments of ₹130-160 Cr are planned for new initiatives, with the SCS pipeline expected to be margin accretive. The company anticipates the e-commerce industry to grow at 15-20% in the medium term and expects a more stable 3PL market with a gradual shift towards third-party logistics.

Business Update Neutral

2026-05-16 22:04

Delhivery Limited announced the availability of the audio recording of its earnings conference call, held on May 16, 2026, at 06:00 P.M. IST. The call discussed the audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026. The recording is accessible via a YouTube link and on the company's website.

Governance Negative

2026-05-16 21:27

CRITICAL RED FLAG DETECTED

Delhivery Limited informed about a ₹11,800 fine levied by the National Stock Exchange (NSE) on December 16, 2025, due to a 2-day delay in filing Related Party Transactions disclosure for the half-year ended September 30, 2025. The company noted the disclosure was timely on BSE, has paid the fine, and is taking steps to ensure future compliance.

Governance Positive

2026-05-16 20:57

On May 16, 2026, Delhivery announced the elevation of six senior leaders to C-suite positions, effective immediately. These include Chief Operating Officer - Network Operations, Chief Operating Officer - In-city Operations, Chief Operating Officer - Engineering and Automation, Chief Procurement Officer, Chief Sales Officer, and Chief Strategy Officer. The company stated this move is to strengthen executive leadership for its next phase of growth, underscoring organizational maturity and commitment to building a deep leadership bench from within.

Governance Positive

2026-05-16 20:42

Delhivery announced the appointment of six Key Managerial Personnel (KMP) on May 16, 2026. These appointments include Mr. Arun Bagavathi (COO - Network Operations), Mr. Prashant Gazipur (COO - In-city Operations), Mr. Nikhil Ummat (COO - Engineering & Automation), Mr. Kumar Sunny Raja (Chief Procurement Officer), Mr. Varun Bakshi (Chief Sales Officer), and Mr. Vikas Kapoor (Chief Strategy Officer), strengthening leadership across critical functions. A slight delay in filing was due to internet connectivity issues.

Business Update Positive

2026-05-16 20:19

Delhivery Limited's Board approved the incorporation of a Wholly Owned Subsidiary (WOS) named Delhivery Fintech Distribution Private Limited, with an initial investment of ₹1 Crore for 100% share capital. This WOS will operate as a distribution-focused financial and allied services arm, leveraging Delhivery's logistics network to enhance liquidity, mitigate risk, and improve operational efficiency across its value chain. It will house businesses like Insurance Corporate Agent, distribution of payment solutions (FASTags, Fuel Cards), and Telematics devices for truckers and MSMEs.

Business Update Positive

2026-05-16 19:45

Delhivery Limited's Board approved the incorporation of a Wholly Owned Subsidiary, Delhivery Fintech Distribution Private Limited, with a cash investment of INR 1 Crore for 100% shareholding. This WOS will function as a distribution-focused financial and allied services arm, enhancing liquidity, mitigating risk, and improving operational efficiency within Delhivery's logistics network, offering services like insurance, payment solutions (FASTags, Fuel Cards), and telematics devices.

Governance Positive

2026-05-16 18:19

CRITICAL RED FLAG DETECTED

Delhivery Limited announced on May 16, 2026, the appointment of Kabir Ahmed Shakir as a Non-Executive Independent Director and a member of the Audit Committee, effective immediately. Shakir brings over 35 years of experience, including roles as Global CFO of Tata Communications and CFO of Microsoft India. Concurrently, Romesh Sobti will step down from the Board and as Chairman of the Audit Committee on June 30, 2026, completing the company's board rejuvenation programme.

Governance Positive

2026-05-16 18:04

Delhivery Limited announced the appointment of Mr. Kabir Ahmed Shakir (DIN: 03584898) as an Additional Director in the Non-Executive Independent category, effective May 16, 2026, for a term of five years, subject to shareholders' approval. Mr. Shakir is a seasoned finance and business leader with over 35 years of experience, having served as Global CFO of Tata Communications, CFO of Microsoft India, and held senior finance roles at Unilever.

Governance Negative

2026-05-16 18:00

CRITICAL RED FLAG DETECTED

Delhivery Limited announced the resignation of Mr. Romesh Sobti as an Independent Director, Chairman of the Audit Committee, and member of other committees, effective June 30, 2026. The company stated that the resignation is part of a planned Board rejuvenation process, and Mr. Sobti confirmed no other material reasons for his departure.

Financials Positive

2026-05-16 17:02

Consolidated Revenue ₹2,848Cr vs ₹2,191Cr (▲30.0% YoY), EBITDA ₹231Cr vs ₹119Cr (▲94.1% YoY), PAT ₹87Cr vs ₹73Cr (▲19.2% YoY). EBITDA Margin 8.1% vs 5.4% (▲270bps). The company turned free cashflow positive in FY26, ahead of forecast, driven by volume growth and margin expansion, and expects Transport margins to improve further to 10%+ in the next 8-10 quarters, with sustained 15-20% annual growth in e-commerce volumes.

Financials Positive

2026-05-16 16:51

Consolidated Revenue for Q4FY26 was ₹2,848 Cr vs ₹2,191 Cr (▲30% YoY). Q4FY26 EBITDA was ₹231 Cr with an 8.1% margin. Consolidated PAT for Q4FY26 stood at ₹72 Cr.

Routine Neutral

2026-05-16 16:46

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Business Update Neutral

2026-05-13 18:13

Delhivery Limited announced its participation in upcoming investor events. The company will attend the Macquarie Asia Conference in Hong Kong on May 19, 2026, and a Non-Deal Roadshow in Singapore from May 20-22, 2026. These physical meetings with investor groups will cover the general business outlook and information already in the public domain, with no unpublished price sensitive information being disclosed.

Ownership Neutral

2026-05-09 18:02

Delhivery Limited announced the allotment of 23,166 equity shares of face value Re. 1/- each on May 09, 2026, upon the exercise of vested options under its Employee Stock Option Plan, 2012. This increases the company's paid-up share capital from Rs. 74,86,94,333 to Rs. 74,87,17,499. The exercise generated Rs 3,37,514 and impacts diluted EPS by Re. 0.99 based on Q3FY26 earnings.

Financials Neutral

2026-05-08 23:17

Delhivery Limited will host an earnings conference call on Saturday, May 16, 2026, at 06:00 P.M. (IST) to discuss its Audited Standalone & Consolidated Financial Results and developments for the quarter and year ended March 31, 2026. The call is organized by Ambit Capital.

Governance Neutral

2026-05-08 20:35

Delhivery Limited announced the voting results of its Postal Ballot dated May 8, 2026. Shareholders approved six special resolutions with the requisite majority, including the appointment of Ms. Neelam Dhawan as a Non-Executive Independent Director and the approval of remuneration for her and five other existing Non-Executive Independent Directors (Mr. Romesh Sobti, Mr. Sameer Ashok Mehta, Mrs. Namita Vikas Thapar, Dr. Padmini Srinivasan, and Mr. Yashish Dahiya).

Governance Positive

2026-05-04 18:56

Delhivery Limited's Nomination and Remuneration Committee approved the grant of 1,00,360 stock options under its ESOP 2012 to eligible employees, effective May 04, 2026. Each option is convertible into one equity share with a face value of Re. 1/- and an exercise price of Re. 1/- per share. The options will vest over periods of 3 to 4 years from the grant date.

Business Update Positive

2026-04-22 17:51

Delhivery Limited is organizing a facility visit for non-institutional shareholders to its Tauru Mega Gateway in Tauru, Haryana, on May 25, 2026. The visit aims to showcase the 5.8 lakh sq.ft. facility with state-of-the-art automated sortation systems.

Routine Neutral

2026-04-09 16:50

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Routine Neutral

2026-04-08 18:54

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Routine Neutral

2026-04-08 13:08

Delhivery Limited confirmed the newspaper publication on April 8, 2026, regarding the completion of dispatch of postal ballot notice and intimation of remote e-voting facility in Financial Express and Jansatta, as per SEBI Regulations.

Governance Neutral

2026-04-07 17:03

Delhivery announced a Postal Ballot Notice seeking shareholder approval for the appointment of Ms. Neelam Dhawan as a Non-Executive Independent Director and the remuneration for her and five other Non-Executive Independent Directors. E-Voting runs from April 8 to May 7, 2026.

Governance Positive

2026-04-02 22:35

Delhivery Limited granted 58,250 stock options under its ESOP 2012 to eligible employees on April 02, 2026. The options have an exercise price of Re. 1/- per share and will vest over time.

Ownership Neutral

2026-03-26 18:24

Delhivery Limited announced the closure of its trading window for Designated Persons from April 01, 2026, until 48 hours after the declaration of audited financial results for the financial year ended March 31, 2026, to prevent insider trading.

Business Update Neutral

2026-03-24 15:59

Delhivery Limited will host an analyst meet at its Lonad Mega Gateway in Bhiwandi, Maharashtra on April 10, 2026. Discussions will cover the general business outlook based on public domain information, with no unpublished price sensitive information to be disclosed.

Business Update Positive

2026-03-21 08:19

NCLT has approved the scheme of amalgamation for the merger of Spoton Logistics Private Limited and Spoton Supply Chain Solutions Private Limited with Delhivery Limited, as per its order dated March 20, 2026. The appointed date for the scheme is April 1, 2025.

Governance Positive

2026-03-19 23:43

Delhivery announced the appointment of Ms. Neelam Dhawan as an Independent Director, effective March 20, 2026, and Board Chairperson, effective April 1, 2026. She succeeds Mr. Deepak Kapoor. Ms. Dhawan brings extensive experience from leading technology companies and various board roles.

Governance Positive

2026-03-19 22:39

Delhivery Limited's Board, on March 19, 2026, approved the appointment of Ms. Neelam Dhawan as an Additional Director (Non-Executive Independent Director) for a five-year term from March 20, 2026. She will also serve as Chairperson of the Board, effective April 1, 2026.

Business Update Positive

2026-03-18 16:33

On March 18, 2026, Delhivery announced the launch of its Economy Air Shipping service to the UK, Canada, and Australia. This expands their international logistics network, previously launched for the USA in December 2025, to support Indian MSME exports, coinciding with upcoming trade agreements.

Business Update Negative

2026-03-17 16:23

CRITICAL RED FLAG DETECTED

Delhivery's subsidiary Ecom Express received a GST order dated March 16, 2026, for FY19-20, confirming a tax demand of ₹52.78 Lakhs with interest and penalty for input tax credit disallowance. The company plans to appeal.

Business Update Positive

2026-03-12 13:16

Delhivery Limited is organizing an investor facility visit to its Lonad Mega Gateway in Bhiwandi, Maharashtra on April 08, 2026. The visit will provide an overview of facility operations, with no unpublished price-sensitive information being disclosed.

Ownership Neutral

2026-03-09 18:44

Delhivery Limited allotted 85,052 equity shares upon exercise of vested options under ESOP 2012 on March 09, 2026. This increased the paid-up share capital from Rs. 74,85,23,056 to Rs. 74,86,08,108, realizing Rs. 3,51,626.

Business Update Neutral

2026-03-09 18:32

Delhivery Limited issued a revised intimation for an Analyst/Institutional Investor Meeting on March 16, 2026. The meeting, titled 'Al-First Conversations: Inside Delhivery's Al-Driven Supply Chain,' will be a virtual conference for investor groups, organized by Bernstein.

Business Update Neutral

2026-03-09 15:48

Delhivery Limited announced an Investors' Conference on March 16, 2026, at 3:30 PM (IST) to discuss 'AI in Travel Tech and Growth Strategies' hosted by Bernstein. No unpublished price sensitive information will be disclosed.

Business Update Positive

2026-03-03 13:12

Delhivery Limited's NRC approved granting 31,300 stock options under ESOP 2012 to eligible employees on March 03, 2026. Each option is convertible into one equity share with a face value and exercise price of Re. 1/-. Options will vest over a 4-year period.

Business Update Positive

2026-02-19 11:27

Delhivery announced on Feb 19, 2026, a collaboration with NVIDIA to build AI-powered location intelligence solutions tailored for India's unique addressing systems. This initiative aims to enhance mapping, address disambiguation, and last-mile route optimization using NVIDIA AI and Delhivery's proprietary data.

Business Update Neutral

2026-02-16 16:39

Delhivery Limited will participate in an Investors' Conference ("Kotak Chasing Growth") on February 23-24, 2026, organized by Kotak Institutional Equities in Mumbai. The company will discuss general business outlook without disclosing unpublished price sensitive information.

Business Update Positive

2026-02-16 15:58

Delhivery announced a strategic partnership with RIDEV to deploy 150 electric vehicles across North East India, Bengaluru, and Hyderabad, accelerating last-mile electrification. This initiative aims to decarbonize the urban delivery network, reduce CO2, and lower operational costs for riders.

Ownership Neutral

2026-02-09 21:17

On Feb 09, 2026, Delhivery allotted 2,30,313 equity shares (Re. 1/- FV) upon employees exercising ESOPs. Paid-up capital increased from ₹74.83Cr to ₹74.85Cr, realizing ₹4.89Lakh. This contributes Re. 0.99 to diluted EPS for Q3FY26.

Financials Positive

2026-02-05 23:36

Consolidated Revenue nearly ₹2,800Cr vs ₹2,373Cr (▲18% YoY), EBITDA ₹233Cr vs ₹116.5Cr (▲100% YoY), PAT ₹110Cr vs ₹27.5Cr (▲300% YoY). EBITDA Margin 8.4% vs 4.91% (▲349bps).

Business Update Neutral

2026-02-03 17:59

Delhivery Limited will participate in the Nuvama - 21st India Conference, an Investors' Conference, on February 9-10, 2026, in Mumbai. No unpublished price sensitive information will be disclosed.

DELHIVERY

Delhivery Limited

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