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Delhivery Ltd Conference/Earnings Call Transcript FY25 Q2

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DLHV

Delhivery Ltd

(DELHIVERY)

Q2 2025 Earnings-Transcript

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Date

November 22, 2024

Management

Mr. Sahil Barua, MD & CEO

Mr. Amit Agarwal, CFO

Mr. Vivek Pabari, Head - Investor Relations

Key Highlights

Second consecutive quarter of PAT profitability.

Revenues of Rs. 2,190 crores, 13% year-on-year growth.

185 million consignments delivered in core e-commerce Express Parcel business.

PAT for Q2 at Rs. 10 crores, compared to a loss of Rs. 103 crores in Q2 FY24.

Market Outlook

Expectations for continued growth in PTL and Express Parcel businesses.

Plans to launch third-party quick commerce services.

Focus on expanding regional surface shipping and national air shipping.

Closing Remarks

Management expresses confidence in maintaining profitability and growth despite market challenges.

Future Initiatives

Expansion of Delhivery's offline reach through franchise programs.

Introduction of new data products to reduce return rates and improve delivery efficiency.

Operational Metrics

Pin code reach at 18,775.

Total customer base increased to 38,000, a 30% year-on-year growth.

Infrastructure grew to 19.49 million square feet.

Challenges And Risks

Soft consumer sentiment impacting e-commerce growth.

Labor market challenges affecting delivery operations.

Financial Performance

Overall EBITDA of Rs. 57 crores, positive margin of 3%.

Express Parcel business forms 59% of total revenues.

Part Truckload (PTL) business revenue grew 27% year-on-year.

Supply chain services business grew 21% year-on-year.

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Delhivery Ltd

Q2 2025

Earnings Transcript

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