Image Source: Fortune India
Delhivery Ltd, one of India’s leading logistics and supply chain companies, reported a sharp rise in profitability for the March 2025 quarter, posting a consolidated net profit of ₹725.6 million on total income of ₹23.03 billion. The results, announced ahead of the company’s earnings call with investors, highlight Delhivery’s continued operational momentum and strategic expansion across segments.
Q4 FY25 Financial Performance:
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Total Income: ₹23.03 billion for the March 2025 quarter, reflecting strong growth across express parcel, freight, and warehousing services.
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Net Profit: ₹725.6 million, a significant turnaround from the loss of ₹249 million reported in the previous fiscal year, underscoring improved cost efficiencies and scale.
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Sequential Growth: The quarter builds on previous momentum, with Q3 FY25 net profit at ₹249.9 million and total income of ₹24.77 billion, indicating sustained profitability and revenue stability.
Operational and Strategic Progress:
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Delhivery has now completed over 2 billion orders since inception, serving more than 18,700 PIN codes across India, and remains a leader in express parcel, part truckload, and full truckload freight shipping.
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The company’s diversified service offerings and focus on technology-driven logistics solutions have contributed to higher order volumes and improved customer retention.
Share Price and Market Reaction:
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Delhivery shares have gained 7.7% in the past week and nearly 25% over the last month, reflecting investor optimism following the results. However, the stock remains down 7.4% year-to-date, with a 52-week high of ₹460.95 and low of ₹236.53.
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The trading window for insiders remains closed until May 18, following standard compliance protocols for quarterly results.
Dividend and Outlook:
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As of the latest board meeting, there was no announcement regarding a dividend for FY25.
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The company will host an earnings call with analysts and investors to discuss the results and future outlook, with a focus on scaling operations, integrating recent acquisitions, and driving further profitability.
Insight
Delhivery’s Q4 and FY25 results signal a decisive shift to sustained profitability and revenue growth in India’s competitive logistics sector. The company’s ability to leverage technology, expand its service network, and maintain operational discipline has paid off, positioning it as a clear leader in the market. As Delhivery continues to scale and integrate new business lines, investors and stakeholders will be watching closely for continued margin improvement and strategic clarity on capital allocation and potential shareholder returns.
Source: NDTV Profit, Moneycontrol, BlinkX
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