Delhivery Ltd

Revenue from operations increased 30.04% year on year to Rs 2,849.99 crore in Q4 FY26. During the quarter, profit before tax stood at Rs 67.28 crore, down 6.19% as compared to Rs 71.72 crore in the same quarter last year. EBITDA stood at Rs 231 crore in Q4 FY26, up 94.11% compared with Rs 119 crore in Q4 FY25. EBITDA margin jumped to 8.1% in Q4 FY26 as against 5.4% in Q4 FY25. Express parcel volumes stood at 306 million shipments in Q4 FY26, up 72% year-on-year, while Part Truck Load (PTL) volumes came in at 549K MT, rising 20% YoY. Revenue from services rose 30% YoY to Rs 2,848 crore during the quarter. The company said it introduced an AI agent-powered autonomous transport management system to automate freight procurement, shipment planning, execution and invoice reconciliation. It also expanded its international footprint by strengthening Delhivery International, launching economy air-parcel services to the UK, Canada and Australia during the quarter. On the technology front, it launched Delhivery One SmartAssist, an AI-driven agent designed to automate Level 1 customer support, integrated into the Delhivery One platform. Separately, Delhivery expanded its intra-city logistics offering, Delhivery Local, to Jaipur, taking its presence to six cities. The company also announced a partnership with NVIDIA to develop an India-focused AI-native digital mapping platform. In a separate filing, Delhivery said it will incorporate a wholly owned subsidiary, Delhivery Fintech Distribution (or such other name as may be approved by authorities), in India. The proposed entity will operate in the financial services and allied services space as a distribution-focused arm supporting the company's logistics ecosystem. The subsidiary will function as a financial layer within Delhivery's network, leveraging its logistics reach and partner ecosystem to enhance liquidity access, mitigate risk and improve operational efficiency across the value chain. It will also house the insurance corporate agent business and facilitate distribution of payment solutions such as FASTags and fuel cards, along with telematics devices for truckers, last-mile delivery agents and MSMEs. Delhivery will hold 100% shareholding in the proposed wholly owned subsidiary, with an investment of ₹1 crore via cash subscription. Delhivery is India's largest fully-integrated logistics services provider. With its nationwide network covering over 18,850 pin codes, the company provides a wide range of logistics services such as express parcel transportation, PTL freight, TL freight, cross-border, supply chain, and technology services. Powered by Capital Market - Live

Net profit of Delhivery declined 0.22% to Rs 72.40 crore in the quarter ended March 2026 as against Rs 72.56 crore during the previous quarter ended March 2025. Sales rose 30.04% to Rs 2850.00 crore in the quarter ended March 2026 as against Rs 2191.57 crore during the previous quarter ended March 2025. For the full year,net profit declined 5.82% to Rs 152.68 crore in the year ended March 2026 as against Rs 162.11 crore during the previous year ended March 2025. Sales rose 17.65% to Rs 10508.31 crore in the year ended March 2026 as against Rs 8931.90 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales2850.002191.57 30 10508.318931.90 18 OPM %7.525.43 -6.094.21 - PBDT249.07214.21 16 861.72697.17 24 PBT65.7971.72 -8 166.28162.26 2 NP72.4072.56 0 152.68162.11 -6 Powered by Capital Market - Live

Delhivery will hold a meeting of the Board of Directors of the Company on 16 May 2026.

Delhivery has allotted 86,225 equity shares under ESOP on 08 April 2026. With this allotment, the paid up equity share capital has increased from Rs. 74,86,08,108/- to Rs. 74,86,94,333/-.

Delhivery announced that the Hon'ble National Company Law Tribunal (NCLT), New Delhi has approved the Scheme of Amalgamation (Scheme) for merger of Spoton Logistics (SLPL/ Transferor Company-1) and Spoton Supply Chain Solutions (SSCSPL / Transferor Company-2), collectively referred as 'Transferor Companies' into and with Delhivery (Company/Transferee Company) vide its order dated 20 March 2026. The Appointed Date of the Scheme is 01 April 2025. The Scheme shall come into effect, upon filing of certified true copy of the order with the Registrar of Companies.Powered by Capital Market - Live

Delhivery announced that it is advancing the development of digital mapping solutions tailored specifically to Bharat's complex geography and unique addressing systems with NVIDIA AI. Announced at the India AI Summit, Delhivery aims to leverage NVIDIA accelerated computing, NVIDIA CV-CUDA, and NVIDIA Nemotron open models to design highly accurate, scalable and locally relevant maps to support India's growing digital economy by unlocking the potential of Delhivery's petabytes of proprietary data accumulated over several years. Key capabilities being evaluated include address disambiguation to distinguish between phonetically similar addresses and localities, contextual inference to decipher unstructured descriptions, and predictive sequencing to optimize last-mile routes in dense, unplanned urban areas. India's geographic diversity, rapid urbanization and unique addressing systems present a distinct challenge for conventional mapping tools built for other nations. Addresses in the Indian subcontinent are often unstructured, relying heavily on community landmarks, variable sequencing, and local vernacular rather than standardized global coordinates. Through this collaboration, Delhivery aims to harness NVIDIA's open models to tackle critical hurdles unique to India. 'Bharat needs mapping solutions that operate at scale and can understand the pulse of its streets. Standard global mapping tools often struggle with nuances of Indian addresses. By combining Delhivery's dataset of billions of shipments with NVIDIA's accelerated computing, we are exploring a location intelligence layer to power India's digital growth,' said Kapil Bharati, Co-founder & Chief Technology Officer, Delhivery.Powered by Capital Market - Live

The company will deploy EVs across North East India, Bengaluru, and Hyderabad, marking a significant step in the company's roadmap to scale green logistics. The collaboration introduces a specialized EV-as-a-Service leasing model designed to accelerate the transition for Delhivery's delivery partners. By eliminating high upfront costs and technical barriers, the model ensures that the shift to an electrified last-mile ecosystem is both operationally seamless and financially lucrative for the gig workforce. This partnership signals a move toward a nationwide, systematic replacement of traditional internal combustion engine (ICE) vehicles. The initiative follows a successful pilot in Delhi-NCR and Bengaluru, where the transition to RIDEV's electric two-wheelers resulted in the reduction of 4,260 Kg of CO2 and lowering daily operational costs for riders by more than 50%. Following the current rollout, a phased expansion is planned for major hubs, including Mumbai, Pune, Chennai, and Goa, aiming to eliminate tailpipe emissions and align with India's PM E-DRIVE objectives for a cleaner transportation future. Prashant Gazipur, senior vice president of last mile operations at Delhivery, said, 'Electrification is a fundamental shift in our approach to last-mile logistics, our partnership with RIDEV is a transformative step in our journey toward sustainable last-mile operations. By providing our delivery partners with a low-friction entry into electric mobility, we are not only advancing our carbon neutrality goals but also significantly enhancing the economic well-being of our riders through reduced operational overheads, Manish Kumar Jain, founder, RIDEV, said, 'Integrating our tech-backed fleet into Delhivery's network accelerates the transition to green logistics while simplifying daily work for the gig economy, our platform allows riders to focus on performance while we manage the complexities of energy and maintenance.' Delhivery is India's largest fully-integrated logistics services provider. With its nationwide network covering over 18,850 pin codes, the company provides a wide range of logistics services such as express parcel transportation, PTL freight, TL freight, cross-border, supply chain, and technology services. The company's consolidated net profit jumped 58.5% to Rs 39.61 crore on 17.9% increase in revenue from operations to Rs 2,804.99 crore in Q3 FY26 over Q3 FY25.Powered by Capital Market - Live

Net profit of Delhivery rose 58.50% to Rs 39.61 crore in the quarter ended December 2025 as against Rs 24.99 crore during the previous quarter ended December 2024. Sales rose 17.94% to Rs 2804.99 crore in the quarter ended December 2025 as against Rs 2378.30 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales2804.992378.30 18 OPM %7.444.21 - PBDT250.62165.54 51 PBT64.0423.81 169 NP39.6124.99 59 Powered by Capital Market - Live

Delhivery will hold a meeting of the Board of Directors of the Company on 31 January 2026.Powered by Capital Market - Live

Delhivery announced the incorporation of Delhivery UK as s a wholly-owned subsidiary of Delhivery Singapore, which is a wholly owned subsidiary of the Company. Consequently, Delhivery UK has become a step-down wholly owned subsidiary of the Company with effect from 15 January 2026. Powered by Capital Market - Live