Delhivery processes 104 mn shipments worth ₹195 bln in Sep
The company’s share jumped over 5% on Monday (6 October) after the company announced operational performance.;
The Gurugram-based company Delhivery revealed that it had shipped goods worth ₹19,500 crore (₹195 billion) in September 2025. In a regulatory filing, the logistics company said it processed over 104.4 million e-commerce and freight shipments across its vast nationwide network in September alone.
The update also highlighted the company's operational efficiency and speed, noting that its network successfully delivered 17.5 million packages within 24 hours of pickup and 36.6 million packages within 48 hours.
At the close of trading today (6 October), the stock settled at ₹461.80 on the National Stock Exchange, marking a single-day gain of 5.60%.
The operational update provides positive context to the company's recent financial results. For the first quarter of the fiscal year 2026 (Q1FY26), Delhivery posted a revenue of ₹2,294 crore (₹22.94 billion), a 6% year-over-year increase.
Profitability saw a more substantial improvement, with EBITDA rising 53% year-over-year to ₹149 crore (₹1490 million) and Profit After Tax (PAT) surging by 67% to ₹91 crore (₹910 million). The company's EBITDA margin also expanded to 6.5% from 4.5% in the same period last year.
Following a June clearance from the Competition Commission of India (CCI), Delhivery completed its acquisition of rival Ecom Express in August. Valued at up to ₹1,407 crore (₹14.07 billion), the deal allows Delhivery to hold a 99.44% stake and represents a major consolidation in India’s logistics space.
Delhivery operates logistics infrastructure across the country, servicing over 18,700 pin codes. Its network includes 24 automated sort centres, 94 gateways, and 2,880 direct delivery centres, operated by a team of over 57,000 people.
While core segments showed strength, with express parcel volumes rising to 208 million and the Part-Truckload (PTL) segment handling 458,000 metric tonnes (a 15% Y-o-Y increase), the company reported a year-over-year revenue decline in its supply chain services, truckload, and cross border services verticals.