Quarterly results for Delhivery Ltd

Delhivery Limited – Q1 FY26 Results Summary
Announcement Date: August 1, 2025

Key Financial Metrics (Consolidated):
- Revenue: ₹22,940 million, up 4.7% QoQ and 5.6% YoY
- Net Profit: ₹910 million, up 25.5% QoQ and 67.5% YoY
- EPS (Basic): ₹1.22, up from ₹0.97 in Q4 FY25 and ₹0.74 in Q1 FY25
- Profit before tax: ₹897 million
- EBITDA and margin not explicitly disclosed

Standalone Results:
- Revenue: ₹21,279 million, increased QoQ and YoY
- Net Profit: ₹1,140 million, recovering from a loss of ₹165 million in Q4 FY25
- EPS (Basic): ₹1.53

Balance Sheet / Capital Allocation:
- IPO proceeds of ₹38,863 million raised; ₹29,774 million utilized mainly for organic growth, inorganic growth, and corporate purposes
- ₹9,089 million unutilized and invested in fixed deposits

Management Commentary & Accounting Notes:
- Goodwill fully amortized by Sept 30, 2023 under NCLT-approved scheme, differing from Ind AS 103; no audit qualifications
- Scheme of amalgamation for Spoton Logistics and Spoton Supply Chain Solutions pending approval, no impact on current results
- No exceptional items in Q1 FY26; prior quarter standalone impairment of ₹771 million noted

Segment & Geography:
- Single business segment: Logistics Services (includes warehousing, last mile logistics, supply chain consulting)
- Operations primarily in India; no separate geographic segment reporting

Key Developments:
- Acquisition of 99.87% stake in Ecom Express Limited completed post quarter (July 18, 2025) for ₹13,694 million; Ecom now a subsidiary

Outlook:
- Acquisition of Ecom Express expected to impact future quarters
- No standalone tax expense recognized, indicating deferred tax considerations

This summary captures the essential financial and operational highlights from Delhivery Limited’s Q1 FY26 results announcement.

Note: This is an AI generated summary of the results. There may be inaccuracies in the summary. Please refer to the original document before making investment decisions.