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Delhivery (DELHIVERY) investor relations material
Delhivery Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary5 Nov, 2025
Executive summary
Revenue from services in Q2 FY26 reached INR 2,546 crore, up 16.3% YoY and 11% QoQ, with EBITDA at INR 150 crore (5.9% margin), a significant increase from last year.
PAT for Q2 FY26 was INR 59 crore (2.2% margin), up from INR 10 crore (0.4%) YoY, reflecting strong profit expansion.
Express parcel shipments grew 32.5% YoY to 246 million in Q2 FY26.
Completed acquisition of 99.87% of Ecom Express in July 2025, with integration progressing smoothly and costs within or below guidance.
Board approved a pending scheme of amalgamation involving Spoton Logistics and Spoton Supply Chain Solutions.
Financial highlights
H1 FY26 revenue from services was INR 4,840 crore, up 11% YoY; H1 EBITDA was INR 299 crore (6.2% margin).
Cash and cash equivalents stood at INR 4,223 crore as of September 30, 2025.
Net working capital days improved to 16 as of September 2025, best ever.
Standalone revenue for H1 FY26 was INR 47,385.33 million, up from INR 42,656.29 million YoY.
Standalone net profit for H1 FY26 was INR 1,751.97 million, up from INR 910.62 million YoY.
Outlook and guidance
Service EBITDA margins in express expected to reach 16%-18% by end of FY 2026, with upside if pricing benefits are retained.
PTL business margin target of 16%-18% achievable even with growth below 20%, due to yield and utilization improvements.
Ecom Express acquisition expected to enhance scale and strengthen value proposition.
Strong start to the festive season, indicating robust demand.
Pending regulatory approval for the merger with Spoton entities; no financial impact yet recognized.
Impact of Spoton goodwill amortization on equity?
Ecom Express acquisition's Q2 contribution?
Implications of full IPO proceeds utilization?
Express Parcel margins beyond 18%?
New businesses: investment, scale, profitability outlook?
Financial services arm: business model and risk profile?
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Next Delhivery earnings date
Q3 25/266 Feb, 2026
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