Share price rose 5.85% to Rs. 455 following robust Q1 earnings and net profit of Rs. 91 crore.
Total income of the company grew 12% YoY, with strong growth in Express Parcel and Supply Chain Services.
Analysts are revising price targets upward, citing operational efficiency and increased delivery volumes.
Delhivery share price surged more than 5% in intraday trading on August 4, 2025, climbing to a new 52-week high of Rs. 457. As of 11:57 AM, the stock was trading at Rs. 455, up 5.85% from the previous close of Rs. 429.85. The rally came on the back of strong first-quarter earnings, improved operational efficiency, and a bullish outlook from major brokerages.
The logistics company posted a 68.5% year-on-year jump in net profit to Rs. 91 crore for Q1 FY26. The strong growth was driven by cost optimization and solid volume expansion across its core business segments. According to its Q1 update, Delhivery’s operating revenue rose 5.6% YoY to Rs. 2,294 crore. Its flagship express parcel segment, in particular, shows a 14% surge in shipment volumes, reaching 208 million parcels. PTL (partial truckload) revenue also grew 17%, supported by a 15% increase in volumes.
More notably, service EBITDA margin improved by a substantial 720 basis points to 10.6%. The company maintained its medium-term margin guidance of 16-18%, highlighting improving scalability and operational leverage.
CEO Sahil Barua confirmed that Delhivery's Rs. 300 crore acquisition of rival Ecom Express would begin to reflect in earnings from the July-September quarter onward. The integration, expected to roll out over six months, is projected to boost Delhivery’s third-party logistics (3PL) market share by up to 25%. Ecom historically handled nearly half of Delhivery’s shipment volumes, making the deal strategically significant.
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Several leading brokerage houses have updated their outlook on Delhivery following its Q1 performance, according to CNBC TV 18 report:
Kotak Institutional Equities maintained a ‘Buy’ rating, raising the target to Rs. 500. It highlighted strong profit-before-tax growth despite operational headwinds such as wage hikes and weather disruptions.
Goldman Sachs issued a ‘Neutral’ rating with a target of Rs. 375, pointing to modest revenue growth and some margin pressure.
Jefferies retained an ‘Underperform’ call with a Rs. 350 target, noting that Q1 EBITDA fell short of its expectations due to timing mismatches with Ecom Express volumes.
Despite differing views on valuation, 19 out of 24 analysts on Moneycontrol, covering Delhivery have a ‘Buy’ rating, with only two recommending ‘’Sell.’
As of midday on August 4, Delhivery shares were trading with a market cap of Rs. 33,999 crore and a 20-day average volume of approximately 4.9 million shares. The stock’s all-time high remains Rs. 708, while its 52-week low is Rs. 236.53. The stock has gained over 29% year-to-date, reflecting strong investor confidence.
Delhivery share price chart shows gains of 6.18% as of 12.25 PM on August 4, 2025:
With improving operational metrics, a strategic acquisition in progress, and upward earnings revisions, Delhivery appears well-positioned for continued growth. The next few quarters will be critical as the integration of Ecom Express unfolds and the company seeks to maintain margin improvements and volume momentum in a competitive logistics space.
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1. Is Delhivery a good stock to buy?
Delhivery is gaining attention after posting a strong Q1 FY25 profit of Rs. 91 crore. The company reported improved margins, revenue growth, and operational efficiency. Its share price rose nearly 6%, signaling investor confidence. Analysts are revising price targets upward, citing its strong logistics network and scalability. However, investors should evaluate risk, sector outlook, and earnings consistency before buying. It's a good option for long-term growth in India's booming logistics sector, but requires careful tracking of quarterly results and expansion plans.
2. What is the IPO of Delhivery?
Delhivery Limited launched its IPO in May 2022. The public issue was worth Rs. 5,235 crore, with a price band of Rs. 462 to Rs. 487 per share. It was oversubscribed, and the company got listed on the NSE and BSE at Rs. 493. The IPO aimed to raise funds for growth, acquisitions, and technological upgrades. Since then, the stock has seen fluctuations but gained strong traction in FY25 with improved profitability. The IPO marked one of the largest logistics listings in India.
3. Is Delhivery stock in profit or loss?
Delhivery is now in profit. In Q1 FY25, the company reported a net profit of Rs. 91 crore. This is a significant turnaround from the Rs. 89 crore loss in Q1 FY24. Improved margins, higher parcel volumes, and better cost control led to this performance. The company’s focus on efficiency and demand in the e-commerce segment contributed to the profits. Investors are optimistic about continued growth if this trend of profitability continues in upcoming quarters.
4. What is the value of Delhivery in 2025?
As of now, Delhivery's market value stands around Rs. 33,000 crore after its recent rally. With a current share price of Rs. 455 and rising investor confidence, the stock’s valuation may rise further depending on earnings consistency and logistics sector growth. Analysts believe Delhivery could hit a Rs. 500-Rs. 550 range in 2025 if quarterly results remain strong. Future projections depend on demand from e-commerce, operational efficiency, and international expansion.
5. What are Delhivery’s Q1 result highlights?
Delhivery’s Q1 FY25 results were strong. It posted a net profit of Rs. 91 crore compared to a Rs. 89 crore loss last year. Revenue grew by 12% year-on-year to Rs. 2,126 crore. Its Express Parcel segment performed well, and adjusted EBITDA reached Rs. 120 crore with 5.6% margin. The company also reported strong growth in cross-border shipping and reduced costs. These highlights led to a nearly 6% jump in its stock price, reflecting investor confidence.