Delhivery Ltd: A Strong Q4 Performance Marks a Return to Profitability

Delhivery Ltd, a leading logistics provider in India, has reported a robust financial performance for the fourth quarter of the fiscal year 2025, marking a significant turnaround from the previous year’s losses. The company’s consolidated net profit stood at ₹72.56 crore for the quarter ended March 31, 2025, a stark contrast to the ₹68.47 crore loss reported in the same period last year. This impressive recovery is further highlighted by a nearly threefold increase in profit from ₹24.99 crore in the preceding quarter.

The company’s revenue from operations saw a 6% increase, underscoring its strong market position and operational efficiency. Delhivery’s diverse service offerings, including express parcel delivery, heavy goods delivery, and supply chain solutions, have played a crucial role in driving this growth. The company’s express parcel service, catering to e-commerce marketplaces, direct-to-consumer brands, and large enterprises, continues to be a significant revenue driver.

Delhivery’s truckload freight platform, Orion, has also contributed to the company’s success by effectively connecting shippers with fleet owners and suppliers of truckload capacity across the country. This centralized bidding and matching engine has enhanced operational efficiency and customer satisfaction.

The company’s market capitalization stands at ₹227,860 crore, with a close price of ₹324.1 as of May 14, 2025. Despite a high price-to-earnings ratio of 1120, Delhivery’s strong financial performance and strategic initiatives position it well for future growth.

Analysts have projected an earnings per share (EPS) of 0.377 INR for the quarter, reflecting positive sentiment towards the company’s financial health and growth prospects. As Delhivery continues to expand its service offerings and strengthen its market presence, it remains a key player in India’s logistics sector.

In summary, Delhivery Ltd’s Q4 results for FY25 demonstrate a successful turnaround, with a return to profitability and a significant increase in revenue. The company’s strategic focus on diversifying its service portfolio and enhancing operational efficiency has paid off, positioning it for sustained growth in the competitive logistics market.