# DELHIVERY (DELHIVERY) — Stock analysis

> Faxioms all-in-one stock review. Canonical page: https://faxioms.com/stocks/delhivery

## Current market snapshot

- Exchange: NSE
- Country: India
- Price: ₹426.2
- Change: +0.06%
- As of: 2026-09-18
- 1D return: +0.48%
- 5D return: -4.40%
- 1M return: -4.91%
- Latest complete quarter: fy27_q1

## Faxioms Analysis

_As of 2026-09-18_

### Technical Outlook

As of September 18, 2026, DELHIVERY's technical stance is mixed across timeframes, with the daily chart indicating bearish pressure while longer-term monthly trends show bullish signals. The current price of ₹428.0 is below key daily moving averages including the 20-day EMA (₹445.52) and 50-day EMA (₹456.92), and also below the daily Supertrend indicator (₹456.89), suggesting short-term weakness. This daily bearish trend is contrasted by a bullish monthly trend, where the price is above the 20-day EMA (₹418.68) and the monthly Supertrend (₹318.12). The weekly timeframe presents a mixed picture, with the price below its 20-day EMA (₹457.94) and 50-day EMA (₹442.06) but above the weekly Supertrend (₹423.96). Recent market activity shows a slight increase in attention events over the last 30 days, with 2 market events, 1 positive, and 1 neutral. The stock has experienced an extreme volume anomaly with a downward price move on September 15, 2026, where volume was 2.92 times the average and the price fell 4%. The stock's current annualized volatility is 33%, with a current drawdown of -18% and a maximum drawdown of -31%.

Nearest resistance is observed around ₹430.98, approximately 0.7% above the current price, followed by ₹436.02 (1.87% higher). Key support levels to monitor are ₹424.92 (0.72% lower) and ₹419.88 (1.9% lower). The stock's position within its 20-day range is at 23%, and within its 252-day range at 36%, indicating it is trading in the lower half of its recent trading bands.

Key watch conditions include monitoring the price action around the ₹430.98 resistance level. A sustained move above this level could signal a potential shift in short-term momentum. Conversely, a break below the ₹424.92 support level, especially on increased volume, could reinforce the current daily bearish trend. The divergence between daily and monthly trends suggests potential for consolidation or a transition period.

- As of September 18, 2026, DELHIVERY is trading at ₹428.0.
- Nearest resistance levels are ₹430.98 and ₹436.02.
- Nearest support levels are ₹424.92 and ₹419.88.
- Daily trend is bearish, with price below key moving averages and Supertrend.
- Monthly trend is bullish, with price above key moving averages and Supertrend.
- An extreme volume anomaly occurred on September 15, 2026, with a 4% price drop on 2.92x average volume.
- Current drawdown is -18%, with maximum drawdown at -31%.

- Doji

### News Context

Delhivery Limited announced the allotment of 1,27,439 equity shares on September 9, 2026, resulting from the exercise of employee stock options. This move increased the company's paid-up share capital from ₹74,91,66,930 to ₹74,92,94,369, with ₹1,90,880.15 realized from the option exercise. Earlier, on September 4, 2026, the company's Nomination and Remuneration Committee granted 94,300 stock options under the ESOP-2021 plan to employees. These options, with an exercise price of Re. 1 per share, have varying vesting schedules over three to four years. The company also provided notice on August 28, 2026, regarding its 15th Annual General Meeting (AGM) scheduled for September 22, 2026. The AGM agenda includes the adoption of financial statements for the fiscal year ended March 31, 2026, and seeking shareholder approval for the re-appointment of key management personnel, including Sahil Barua as Managing Director and CEO, and Kapil Bharati as Whole-time Director. The re-appointments are proposed for five-year terms commencing October 13, 2026, and include grants of stock options.

- On September 9, 2026, Delhivery Limited allotted 1,27,439 equity shares upon the exercise of employee stock options, increasing paid-up share capital to ₹74,92,94,369.
- On September 4, 2026, 94,300 stock options were granted to employees under the ESOP-2021 plan, with exercise prices of Re. 1 per share and staggered vesting.
- Delhivery's 15th Annual General Meeting is scheduled for September 22, 2026, to be conducted via video conference.
- The AGM agenda includes seeking shareholder approval for the re-appointment of Sahil Barua as MD & CEO and Kapil Bharati as Whole-time Director for five-year terms from October 13, 2026.
- Re-appointments of Sahil Barua and Kapil Bharati are proposed with grants of 450,000 and 225,000 stock options, respectively.

- Delhivery Limited has informed the Exchange regarding Allotment of 1,27,439 Equity Shares upon exercise of vested Options. |SUBJECT: ESOP/ESOS/ESPS
- Delhivery Limited has informed the Exchange about Grant of Stock Options |SUBJECT: Options to purchase securities
- Delhivery Limited has informed the Exchange about Options to purchase securities ESOPS (Sub-para 10-Para B) |SUBJECT: Options to purchase securities ESOPS (Sub-para 10-Para B)
- Delhivery Limited has informed the Exchange about Copy of Newspaper Publication on information regarding E-voting at 15th Annual General Meeting (Post AGM Notice Dispatch) |SUBJECT: Copy of Newspaper Publication
- Delhivery Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on Tuesday, September 22, 2026 at 2:00 P.M. (IST). |SUBJECT: Shareholders meeting

### What Changed

As of September 18, 2026, Delhivery's stock price has seen a slight increase, trading at ₹428.0 compared to its previous price of ₹425.95. The available evidence does not indicate any new filings or news developments for the company. The company's profile on the NSE remains unchanged.

- On September 18, 2026, Delhivery's stock price was ₹428.0.
- The stock price on the previous trading day was ₹425.95.
- No new filings or news were reported for Delhivery as of September 18, 2026.

### Official Filings

Delhivery Limited has disclosed details regarding the allotment of equity shares from employee stock options and the granting of new options. On September 9, 2026, the company reported the allotment of 1,27,439 equity shares, increasing its paid-up share capital. This allotment resulted from the exercise of vested employee stock options, with the company realizing ₹1,90,880.15 from this exercise. Earlier, on September 4, 2026, the company's Nomination and Remuneration Committee granted 94,300 stock options under the ESOP-2021 plan to eligible employees. These options have exercise prices of Re. 1 per share and are subject to vesting schedules of three to four years. The upcoming 15th Annual General Meeting (AGM) on September 22, 2026, will seek shareholder approval for the re-appointment of key management personnel, including Sahil Barua as Managing Director and CEO, and Kapil Bharati as Whole-time Director (CTO), along with proposed remuneration and stock option grants for them. Shareholder approval will also be sought for stock option grants to Suraj Saharan, Whole-time Director (Chief People Officer). The AGM will be conducted via video conference, with e-voting available from September 18 to September 21, 2026.

- On September 9, 2026, 1,27,439 equity shares were allotted upon exercise of vested employee stock options, increasing paid-up share capital.
- On September 4, 2026, 94,300 stock options were granted to employees under ESOP-2021, with exercise prices of Re. 1 per share and vesting over 3-4 years.
- The 15th AGM is scheduled for September 22, 2026, to approve financial statements for FY26.
- Shareholder approval will be sought at the AGM for re-appointments of Sahil Barua (MD & CEO) and Kapil Bharati (Whole-time Director & CTO), including remuneration and stock options.
- Stock options are also proposed to be granted to Suraj Saharan (Whole-time Director & Chief People Officer) at the AGM.

- Delhivery Limited has informed the Exchange regarding Allotment of 1,27,439 Equity Shares upon exercise of vested Options. |SUBJECT: ESOP/ESOS/ESPS
- Delhivery Limited has informed the Exchange about Grant of Stock Options |SUBJECT: Options to purchase securities
- Delhivery Limited has informed the Exchange about Options to purchase securities ESOPS (Sub-para 10-Para B) |SUBJECT: Options to purchase securities ESOPS (Sub-para 10-Para B)
- Delhivery Limited has informed the Exchange about Copy of Newspaper Publication on information regarding E-voting at 15th Annual General Meeting (Post AGM Notice Dispatch) |SUBJECT: Copy of Newspaper Publication
- Delhivery Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on Tuesday, September 22, 2026 at 2:00 P.M. (IST). |SUBJECT: Shareholders meeting
- Delhivery Limited has informed the Exchange about Notice of Shareholders Meeting for Annual General Meeting to be held on 22-Sep-2026 |SUBJECT: Notice Of Shareholders Meetings-XBRL
- Delhivery Limited has informed the Exchange about Letter to Shareholders providing web-link and exact path to the Notice of 15th Annual General Meeting and Annual Report for the Financial Year 2025-26 |SUBJECT: General Updates
- Delhivery Limited has informed the Exchange about Schedule of Investors Conference / Analyst Meet |SUBJECT: Analysts/Institutional Investor Meet/Con. Call Updates
- Delhivery Limited has informed the Exchange about Schedule of Analysts or Institutional Investors Meet |SUBJECT: Analyst/Investor Meet Para A-XBRL
- Newspaper Publication on information regarding 15th Annual General Meeting (Pre-Dispatch AGM Notice) |SUBJECT: Copy of Newspaper Publication

### Fundamentals

Delhivery's reported revenue from operations showed a sequential increase, reaching ₹2,930.73 crore in Q1 FY2026-27, up from ₹2,850 crore in Q4 FY2025-26 and ₹2,804.99 crore in Q3 FY2025-26. However, expenses also rose, with Q1 FY2026-27 expenses at ₹3,011.60 crore compared to ₹2,853.10 crore in Q4 FY2025-26. This led to a decrease in Profit Before Tax (PBT) to ₹33.24 crore in Q1 FY2026-27, down from ₹57.81 crore in Q4 FY2025-26, although it was higher than Q3 FY2025-26's PBT of ₹34.77 crore. The net profit for the period (Profit Loss For Period) followed a similar trend, declining to ₹31.91 crore in Q1 FY2026-27 from ₹72.40 crore in Q4 FY2025-26. Finance costs remained relatively stable, reported at ₹33.79 crore in Q1 FY2026-27. Tax expenses were minimal across the periods, with a tax credit of ₹1.66 crore in Q1 FY2026-27.

- Revenue from operations increased sequentially to ₹2,930.73 crore in Q1 FY2026-27.
- Expenses also rose, reaching ₹3,011.60 crore in Q1 FY2026-27.
- Profit Before Tax decreased to ₹33.24 crore in Q1 FY2026-27 from ₹57.81 crore in Q4 FY2025-26.
- Net profit for the period declined to ₹31.91 crore in Q1 FY2026-27.
- Finance costs were ₹33.79 crore in Q1 FY2026-27.

### Bull Case

The company's technical setup shows some positive signals across different timeframes. On a weekly basis, the Supertrend indicator is bullish, suggesting upward momentum. While daily indicators like the Exponential Moving Average (EMA) and Simple Moving Average (SMA) show a bearish trend, the monthly trend exhibits a bullish Supertrend direction. The stock is currently trading near a support level at ₹424.92, which is 0.72% below the current price of ₹428.0.

- Weekly Supertrend indicator is bullish as of 2026-09-18.
- Monthly Supertrend indicator shows a bullish direction as of 2026-09-18.
- The stock is trading at ₹428.0, with a support level identified at ₹424.92 (0.72% distance) as of 2026-09-18.

### Bear Case

The company's recent technical indicators suggest a weakening trend. Daily moving averages are below shorter-term averages, and the Supertrend indicator is in a bearish direction. This is accompanied by negative returns across multiple shorter-term periods, including a 5% decline over the last month and an 8% decline over the last ten days. The stock is trading below its 20-day and 50-day moving averages, indicating potential short-term headwinds. While the weekly trend shows a bullish Supertrend, the daily trend's bearish signals and recent negative returns warrant caution.

- The daily Supertrend indicator is currently bearish as of 2026-09-18.
- The stock's closing price of ₹428.0 is below the 20-day Exponential Moving Average (EMA) of ₹445.52 and the 50-day EMA of ₹456.92.
- Delhivery has experienced a 5% negative return over the last month and an 8% negative return over the last ten days.
- The current drawdown stands at -18%, with a maximum drawdown of -31% observed.

### FAQs

**What was the impact of employee stock option exercises on Delhivery's share capital as of September 9, 2026?**

On September 9, 2026, Delhivery Limited reported the allotment of 1,27,439 equity shares following the exercise of vested employee stock options. This resulted in an increase in the company's paid-up share capital from ₹74,91,66,930 to ₹74,92,94,369. The company realized ₹1,90,880.15 from these option exercises.

**What is the current technical trend for Delhivery based on daily and weekly indicators as of September 18, 2026?**

As of September 18, 2026, Delhivery's daily technical trend indicates a bearish direction with the Supertrend at 456.89, and the 14-day ADX at 21.25 suggesting moderate trend strength. The 5-day EMA slope for the 20-day EMA is negative at -12.18. In contrast, the weekly trend shows a bullish Supertrend at 396.66, with the 14-day ADX at 11.53 indicating a weaker trend. The 5-day EMA slope for the 20-day EMA is negative at -6.73.

**What key corporate actions are scheduled for Delhivery's Annual General Meeting (AGM) on September 22, 2026?**

Delhivery Limited's 15th Annual General Meeting is scheduled for September 22, 2026, to be held via video conference. Shareholders will vote on the adoption of audited financial statements for the fiscal year 2025-26. Additionally, the AGM will seek approval for the re-appointment of Sahil Barua as Managing Director and CEO, and Kapil Bharati as Whole-time Director (Executive Director and Chief Technology Officer), both for five-year terms starting October 13, 2026. Stock options are also proposed for these re-appointments, including 450,000 for Sahil Barua and 225,000 each for Kapil Bharati and Suraj Saharan (Whole-time Director, Executive Director and Chief People Officer).

**How has Delhivery's stock performed over different periods leading up to September 18, 2026?**

As of September 18, 2026, Delhivery's stock has shown mixed performance across different timeframes. It has returned 0.0% for the last day and 0.07% year-to-date. Over longer periods, it has seen negative returns: -0.05% for 1 month, -0.07% for 3 months, -0.12% for 1 year, and -0.08% for 10 years. The return since the start of trading is 0.23%.

- Delhivery Limited has informed the Exchange regarding Allotment of 1,27,439 Equity Shares upon exercise of vested Options. |SUBJECT: ESOP/ESOS/ESPS
- Delhivery Limited has informed the Exchange about Grant of Stock Options |SUBJECT: Options to purchase securities
- Delhivery Limited has informed the Exchange about Options to purchase securities ESOPS (Sub-para 10-Para B) |SUBJECT: Options to purchase securities ESOPS (Sub-para 10-Para B)
- Delhivery Limited has informed the Exchange about Copy of Newspaper Publication on information regarding E-voting at 15th Annual General Meeting (Post AGM Notice Dispatch) |SUBJECT: Copy of Newspaper Publication
- Delhivery Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on Tuesday, September 22, 2026 at 2:00 P.M. (IST). |SUBJECT: Shareholders meeting
## Technical analytics

- As of: 2026-09-18
- Daily trend: Moderate Downtrend
- Weekly trend: Weak Downtrend
- Pivot point: ₹424.92
- Risk regime: Price Risk Requires Attention

### Support levels
- 408.18437500000005
- 392.45
- 374.45

### Resistance levels
- 437.625
- 449.69755859375
- 467.65

### Return and range metrics

| Metric | Value |
| --- | --- |
| return_1 | +0.48% |
| return_10 | -7.83% |
| return_1m | -5.27% |
| return_1y | -11.66% |
| return_20 | -4.91% |
| return_3m | -6.79% |
| return_5 | -4.40% |
| return_6m | +1.29% |
| return_since_start | +22.85% |
| return_ytd | +6.84% |

### Risk and volatility metrics

| Metric | Value |
| --- | --- |
| state | elevated_risk |
| label | Price risk requires attention |
| summary | Recent drawdown or price variability is high enough to warrant closer monitoring. |
| maximum_drawdown | -31.32% |
| annualized_volatility | +32.94% |

## Quarterly financials

- Latest complete quarter: fy27_q1

# Revenue Grows but Expenses Rise Faster, Compressing Profitability

Delhivery’s revenue continued to grow in the June 2026 quarter, reaching ₹2,930.73 crore. However, expenses increased more rapidly than revenue, causing a sharp decline in profitability. Net profit fell to ₹31.91 crore, less than half the prior quarter’s level and about a third of what the company earned in the same quarter last year. The company remained profitable, but the margin compression was the defining development of the quarter.

## Revenue Growth Continues at a Slower Sequential Pace

Revenue from operations rose to ₹2,930.73 crore in Q1 FY2026-27, up 2.83% from ₹2,850 crore in the March 2026 quarter and 27.76% from ₹2,294 crore in the same quarter last year.

The year-over-year growth of nearly 28% shows the business continues to expand. However, the sequential growth rate has moderated. After growing 11.6% in the September 2025 quarter and 9.6% in the December 2025 quarter, sequential growth slowed to 1.6% in the March 2026 quarter and edged up only slightly to 2.8% in the current quarter. The pace of quarter-to-quarter revenue addition has clearly decelerated from the middle of the last fiscal year.

## Expenses Grow Faster Than Revenue, Widening the Cost Gap

Total expenses reached ₹3,011.60 crore in the quarter, up 5.56% from ₹2,853.10 crore in the prior quarter and 29.44% from ₹2,326.65 crore a year ago.

The critical development is that expenses grew at nearly twice the rate of revenue on a sequential basis (5.56% vs. 2.83%). This marks a reversal from the prior two quarters, when expenses grew more slowly than revenue. In the December 2025 quarter, expenses rose 4.13% while revenue rose 9.60%. In the March 2026 quarter, expenses rose 1.17% while revenue rose 1.60%. That pattern of improving cost leverage has now reversed.

For the quarter, expenses exceeded revenue by ₹80.87 crore. Other income of ₹114.11 crore helped bridge this gap, resulting in a positive profit before tax of ₹33.24 crore.

## Profitability Declines Significantly

Profit before tax fell to ₹33.24 crore from ₹57.81 crore in the prior quarter, a decline of 42.5%. Compared to the same quarter last year (₹97.25 crore), the drop was 65.8%.

Net profit for the period was ₹31.91 crore, down 55.9% from ₹72.40 crore in the March 2026 quarter and 65.0% from ₹91.05 crore a year ago.

The profit margin compressed accordingly. Net profit as a percentage of revenue fell from approximately 2.5% in the March 2026 quarter to about 1.1% in the current quarter. This is the lowest net profit margin since the December 2025 quarter (1.4%) and well below the 4.0% margin in the same quarter last year.

Basic earnings per share dropped to ₹0.43 from ₹0.97 in the prior quarter and ₹1.22 a year ago, reflecting the same profit decline.

## Finance Costs Remain Stable

Finance costs were ₹33.79 crore, essentially unchanged from ₹34.05 crore in the prior quarter and ₹34.01 crore a year ago. The stability in finance costs indicates that the increase in total expenses was not driven by borrowing costs.

## Tax Expense Continues as a Credit

The company reported a tax credit of ₹1.66 crore for the quarter, compared to a credit of ₹5.11 crore in the prior quarter and ₹1.37 crore a year ago. The smaller tax credit in the current quarter contributed to the decline in net profit relative to profit before tax.

## Key Takeaway

Delhivery grew revenue 28% from a year ago, but the pace of sequential growth has slowed. More importantly, expenses rose faster than revenue in the June 2026 quarter, reversing the cost leverage the company had been building in the prior two quarters. This pushed net profit down to about a third of what it was a year ago and cut the net profit margin to roughly 1.1%. The quarter’s results highlight the sensitivity of profitability to the relationship between expense growth and revenue growth.

### Ratios

## Official filings

- 2026-09-09 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_09092026162506_ESOPAllotment.pdf)
- 2026-09-04 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_04092026173806_Grant_of_StockOptions_04092026_sd.pdf)
- 2026-09-04 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/REG30_PARA_B_20163_WebXMLFile_20260904_194957069.xml)
- 2026-08-28 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_28082026111550_IntimationNewspaperPostAGM26_sd.pdf)
- 2026-08-27 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_27082026183934_CoverAnnualNotice_sd.pdf)
- 2026-08-27 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/NOTICE_OF_SHAREHOLDERS_MEETINGS_20163_WebXMLFile_20260827_191252306.xml)
- 2026-08-27 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_27082026192239_IntimationInlandLetter_sd.pdf)
- 2026-08-27 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_27082026195904_InvestorsConf_Elara_27082026.pdf)
- 2026-08-27 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/SAIIM_20163_WebXMLFile_20260827_200412092.xml)
- 2026-08-26 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_26082026175227_IntimationPreNewspaperPublication_sd.pdf)
- 2026-08-26 — Annual Report: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/annual_reports/AR_30733_DELHIVERY_2025_2026_A_13165122_27082026182712.pdf)
- 2026-08-14 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/SAIIM_20163_WebXMLFile_20260814_154627291.xml)
- 2026-08-13 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_13082026235625_Transcript08082026_sd.pdf)
- 2026-08-11 — Management Change: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_11082026163520_ESOPAllotment_11082026_Sd.pdf)
- 2026-08-11 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/ALTERATION_OF_CAPITAL_AND_FUND_RAISING_20163_WebXMLFile_20260811_163733473.xml)
- 2026-08-09 — Management Change: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_09082026144135_IntimationNewspaper_sd.pdf)
- 2026-08-08 — Management Change: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERY_ROID_95648_KMP_Doc.zip)
- 2026-08-08 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/SAIIM_20163_WebXMLFile_20260808_224956208.xml)
- 2026-08-08 — Management Change: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_08082026164912_Outcome08082026_sd.pdf)
- 2026-08-08 — Press Release: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_08082026173352_PressReleaseKMP_sd.pdf)
- 2026-08-08 — Official Filing: Delhivery Limited's Board of Directors approved the unaudited financial results for the quarter ended June 30, 2026. They also approved the re-appointment of Sahil Barua as MD & CEO and Kapil Bharati as Whole-time Director for five-year terms starting October 13, 2026. Additionally, the company will invest up to Rs. 50 crores in its wholly-owned subsidiary, Delhivery Financial Services Private Limited.
- 2026-08-08 — Official Filing: Delhivery Limited reported its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. Revenue from services increased 28% year-over-year to ₹2,931 Cr, driven by a 55% YoY growth in express parcel volume to 322 million shipments. The company reported an EBITDA of ₹156 Cr and a consolidated Profit After Tax (PAT) of ₹32 Cr for Q1FY27. New initiatives include the launch of SmartNDR, an AI-powered service to reduce returns, and Delhivery Maps, an AI-native mapping suite.
- 2026-08-08 — Management Change: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/xbrl/CIM_20163_WebXMLFile_20260808_190153075.xml)
- 2026-08-08 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_08082026165500_Outcome08082026_sd.pdf)
- 2026-08-08 — Generic Announcement: Delhivery Limited — [Official attachment](https://nsearchives.nseindia.com/corporate/DELHIVERYLTD_08082026223928_EarningConferenceCallRecording_sd.pdf)

## News and market events

- 2026-08-28 — MONEYCONTROL: **Trump’s new H-1B fee may squeeze foreign hiring; Delhivery gives D2C brands a bigger festive bill; and Nilekani-led task force seeks ideas to overhaul India’s exams** — Trump, H-1B fee, Delhivery, D2C brands, festive bill, Nilekani, — [Source](https://www.moneycontrol.com/news/podcast/trump-s-new-h-1b-fee-may-squeeze-foreign-hiring-delhivery-gives-d2c-brands-a-bigger-festive-bill-and-nilekani-led-task-force-seeks-ideas-to-overhaul-india-s-exams-14017817.html)
- 2026-08-28 — MONEYCONTROL: **Trade Spotlight: How should you trade Adani Enterprises, CRISIL, ICICI Bank, Tata Capital, Delhivery, and others on August 28?** — Trade Spotlight, Buy Ideas,Top Buy Ideas,Top Picks,Stock Picks,Top Stock Picks,Share Tips,Share Market Tips,Stock Tips,Stock Market Tips,Adani Enterprises,CRISIL,ICICI Bank,Bajaj Holdings and Investment,Tata Capital,Delhivery, — [Source](https://www.moneycontrol.com/news/business/markets/trade-spotlight-how-should-you-trade-adani-enterprises-crisil-icici-bank-tata-capital-delhivery-and-others-on-august-28-14017347.html)
- 2026-08-21 — Economic Times: **Helios Flexi Cap Fund hikes exposure in Swiggy, Paytm and 12 others; adds SBI Funds Management, 4 more** — Samir Arora-backed Helios Flexi Cap Fund increased exposure to Swiggy, Paytm and 20 other stocks in July, while adding SBI Funds Management and four others to its portfolio. The fund also exited Varun Beverages and India Shelter Finance, while trimming its holdings in MCX and BSE during the month. — [Source](https://economictimes.indiatimes.com/mf/analysis/helios-flexi-cap-fund-hikes-exposure-in-swiggy-paytm-and-12-others-adds-sbi-funds-management-4-more/articleshow/133400056.cms)
- 2026-08-16 — Mint: **Buy or sell: Ganesh Dongre of Anand Rathi recommends 3 stocks to buy on Monday - 17 August 2026** — Indian stock market: Amid ongoing Middle East Tension, Ganesh Dongre of Anand Rathi recommends three stocks to buy on Monday. Check top stock picks by the market expert. — [Source](https://www.livemint.com/market/stock-market-news/buy-or-sell-ganesh-dongre-of-anand-rathi-recommends-3-stocks-to-buy-on-monday-17-august-2026-11786852732379.html)
- 2026-08-13 — MONEYCONTROL: **Kenneth Andrade-backed Old Bridge MF adds Jubilant FoodWorks, Redington, Delhivery; exits Axis Bank, Syngene International** — Old Bridge MF, Kenneth Andrade — [Source](https://www.moneycontrol.com/news/business/markets/kenneth-andrade-backed-old-bridge-mf-adds-jubilant-foodworks-redington-delhivery-exits-axis-bank-syngene-international-14004150.html)
- 2026-08-13 — CNBC-TV18: **Sensex Today | Stock Market LIVE Updates: Nifty falls towards 24,300 as market falls to day's low** — Sensex Today | Stock Market LIVE Updates: The markets are under pressure again, as the Nifty index falls close to 100 points, falling below 24,350. The Nifty bank index is taking a heavier blow, down over 300 points. Grasim, Ultratech and Hindalco are the top laggards. — [Source](https://www.cnbctv18.com/market/stock-market-live-updates-sensex-expiry-today-nifty-50-msci-gcpl-lg-tata-motors-lenskart-laurus-adani-ashok-leyland-share-price-liveblog-19968111.htm)
- 2026-08-10 — The Hindu: **Q1 Results Today Live: Vodafone Idea, Bosch, Lloyds Metals, Bharat Forge, Gland Pharma, Zee Entertainment, Hindustan Copper, KEC International to announce Q1 results, Sky Gold, Dynamatic Tech, Quality Power, Anant Raj shares gain after Q1, Kaynes Tech, Ola, Oswal Pumps, Jamna Auto, Apollo Micro shares in red** — Q1 Results Today, 10th August 2026 Live Updates:  Follow Q1FY27 live updates from businessline — [Source](https://www.thehindubusinessline.com/markets/q1-results-today-live-updates-vodafone-idea-bosch-lloyds-metals-bharat-forge-gland-pharma-zee-entertainment-hindustan-copper-kec-international-results-10-august-2026/article71317192.ece)
- 2026-08-10 — MONEYCONTROL: **Hold Delhivery; target of Rs 503: Prabhudas Lilladher** — Prabhudas Lilladher, hold, Delhivery, Recommendations — [Source](https://www.moneycontrol.com/news/business/stocks/hold-delhivery-target-of-rs-503-prabhudas-lilladher-13999373.html)
- 2026-08-10 — CNBC-TV18: **Q1 Results LIVE Updates: Titan, Ola Electric react to earnings; Bharat Forge, Vodafone Idea report today** — Q1 Results LIVE Updates: Bharat Forge Vodafone Idea, Hindustan Copper, Wockhardt, Info Edge, Zee Entertainment, Linde India, ideaForge, Gland Pharma, Bosch, Astra Micro, AstraZeneca Pharma, are among the companies reporting their earnings today. Earnings reactions will come from stocks like Kaynes Tech, PFC, Delhivery and many other stocks. Watch this space for all the LIVE results updates of the first quarter. — [Source](https://www.cnbctv18.com/market/q1-results-live-updates-today-vodafone-idea-bharat-forge-pfc-kaynes-sbi-oil-titan-wockhardt-hind-copper-delhivery-ola-share-price-liveblog-19965183.htm)

## Business profile

**Strategic vision:** Integrated logistics provider building an operating system for commerce.

### Business segments
- **Express Parcel:** Services for consignments, including heavy goods.
- **Warehousing:** Storage and fulfillment solutions.
- **Part Truckload (PTL):** Facilitates the movement of goods from different customers through a single truck, allowing multiple shippers to share load and optimize costs.
- **Full Truckload (FTL):** Shipments where the entire truck is utilized for a single customer, offering reduced transit times.
- **International:** Cross-border services, including door-to-door and port-to-port express parcel services and air cargo to and from India.
- **TransportOne:** undefined
- **Data Intelligence:** undefined
- **Software Platform:** undefined
- **D2C Brands:** undefined
- **Personal Courier:** undefined
- **B2B Enterprises:** undefined

### Competitive strengths
- Integrated logistics network combining infrastructure, operations, and technology.
- Mesh network that dynamically adapts to volume changes or channel hindrances.
- Extensive nationwide network servicing over 18,850+ pin codes.

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- [JSWINFRA (Logistics)](https://faxioms.com/stocks/jswinfra) — +6.83%
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- [3MINDIA (Diversified)](https://faxioms.com/stocks/3mindia) — +5.50%

## Freshness and sources

- Data as of: 2026-09-18
- Source: Faxioms public stock analysis API

Canonical: https://faxioms.com/stocks/delhivery
Markdown representation: https://faxioms.com/stocks/delhivery?render=md