Delhivery Q2FY27 Revenue Surpasses ₹3,000 Cr for First Time; EBITDA Triples YoY
Delhivery's Q2FY27 revenue crossed ₹3,000 crore for the first time, reaching ₹3,066 crore, a 20% YoY increase. EBITDA tripled YoY to ₹205 crore (6.7% margin). Express parcel volumes grew 32% YoY to 325 million shipments. Consolidated PAT was ₹41 crore.
Crossing a revenue milestone like ₹3,000 crore for the first time and tripling EBITDA are material events that are likely to significantly impact investor perception and the company's stock performance.
The company reported record quarterly revenue, a significant increase in EBITDA, and strong volume growth across its services, indicating positive business performance.
Delhivery Limited announced its Q2FY27 results, reporting a landmark quarterly revenue of ₹3,066 crore, marking the first time the company has crossed the ₹3,000 crore threshold. This represents a 20% year-on-year growth. The company also achieved a significant improvement in profitability, with EBITDA tripling year-on-year to ₹205 crore, achieving a margin of 6.7% for the quarter.
Express parcel volumes grew by 32% year-on-year to 325 million shipments, contributing to a 22% year-on-year revenue increase in this segment. The Part Truck Load (PTL) service recorded 545K MT, a 14% year-on-year growth, with revenue increasing by 23% year-on-year. Consolidated Profit After Tax (PAT) for the quarter stood at ₹41 crore with a 1.3% margin. As of the end of Q2FY27, Delhivery maintained a strong balance sheet with a cash balance of ₹4,676 crore.
The company continues to invest in technology to enhance operational efficiency and customer experience. Early investments in AI are yielding positive results in sales productivity, customer onboarding, claims resolution, and fraud detection. Delhivery Robotics, the in-house automation lab, has begun producing autonomous vehicles for in-facility movement and is testing robotics systems in partnership with global leaders.
Despite a volatile macro environment, including rising fuel prices and labor availability issues, Delhivery reported its best-ever network service levels heading into the festive season, alongside improved profitability. This strong performance provides positive momentum for the second half of FY27.
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