Delhivery Limited (DELHIVERY) — Financial Results | 5 November 2025(3 announcements)

Delhivery Limited filed notification of an earnings conference call held on November 5, 2025, discussing unaudited standalone and consolidated financial results for Q2 and H1 FY2025-26 (quarter and half-year ended September 30, 2025). The audio recording was made available on the company's website and YouTube. No specific financial metrics, performance data, or material updates were disclosed in this filing.

Delhivery reported Q2FY26 revenue from services of ₹2,546 crores, up 16.3% YoY, with EBITDA of ₹150 crores and PAT of ₹59 crores (excluding Ecom Express integration costs of ₹90 crores). Express parcel volumes surged 32% YoY to 246 million orders, while PTL freight grew 12% YoY to 477K MT. Integration of Ecom Express, completed in July, drove market share gains. Service EBITDA margin for Transportation was 13.5% versus 11.9% prior year, pressured by temporary festive capacity build-up and GST rate shifts.

Delhivery reported Q2 FY26 revenue from services of ₹2,546 crores, up 16.3% YoY and 11.0% QoQ, driven by strong express parcel growth of 32.5% YoY to 246 million shipments. EBITDA reached ₹150 crores (5.9% margin) versus ₹57 crores (2.6% margin) in Q2 FY25, while PAT improved to ₹59 crores (2.2% margin) from ₹10 crores (0.4% margin). PTL freight tonnage grew 11.8% YoY to 477K tons. For H1 FY26, revenue was ₹4,840 crores (11.0% YoY) with EBITDA of ₹299 crores (6.2% margin).