Shares of Fastest Growing Logistics Company Jump Over 14 Per Cent After FY25 Results, Record Highest Intraday Gains Since July 2022

In the last one-month, the stock has gained over 36 per cent.

Delhivery Ltd shares surged over 14 per cent on May 19, 2025, recording their highest intraday gains since July 2022. The stock rose sharply following the company’s strong financial performance for the fourth quarter and full year of FY2025. At 11:05 AM, Delhivery shares were trading at Rs 358.30, up 11.45 per cent. During the day, the stock touched an intraday high of Rs 367.90, reflecting a 14.61 per cent rally. In the last one-month, the stock has gained over 36 per cent. Investor sentiment was buoyed by the company's improved margins and profitability in key logistics segments such as Express Parcel and Part Truckload (PTL).

For FY2025, Delhivery reported a revenue from services of Rs 8,932 crore, marking a 9.7 per cent year-on-year increase. Total income stood at Rs 9,372 crore, up 9 per cent from the previous year. Notably, the company posted a net profit (PAT) of Rs 162 crore, achieving a PAT margin of 1.7 per cent. The EBITDA for the year came in at Rs 376 crore with an EBITDA margin of 4.2 per cent. This turnaround to profitability could improve the company’s appeal among investors seeking growth stocks in the Mid-Cap logistics segment.

In Q4 FY25, Delhivery continued its steady performance. Revenue from services stood at Rs 2,192 crore, up 5.6 per cent YoY and 7.9 per cent quarter-on-quarter. Total income reached Rs 2,303 crore, up 4.9 per cent YoY. PAT for the quarter was Rs 73 crore, with a margin of 3.1 per cent, while EBITDA was Rs 119 crore, reflecting a 5.4 per cent margin.

Operational highlights included Express Parcel volumes reaching 177 million shipments in Q4, up 13.9 per cent sequentially. PTL freight tonnage also grew by 11.2 per cent QoQ to 458K tons. For the full year, Express Parcel volumes increased slightly to 752 million, while PTL freight grew robustly by 18.7 per cent to 1,696K tons.

Delhivery’s revenue composition in FY25 was primarily led by its Express Parcel segment, contributing 60 per cent of total revenue. PTL accounted for 21 per cent, Supply Chain Services (SCS) for 10 per cent, Truck Load (TL) for 7 per cent, and Cross Border services made up the remaining 2 per cent.

The company expanded its operational reach to 18,833 pin codes across over 220 countries and territories. It maintained a daily average fleet of 16,677 vehicles and operated 3,647 Express delivery centers, serving 44,290 active customers through 41,549 partner agents.

Commenting on the performance, Sahil Barua, MD & CEO of Delhivery, stated, “We continue to deliver steady performance in our core transportation businesses. Our ongoing measures to improve profitability are visible in Q4 numbers and we expect continued momentum on this front as growth picks up in FY26.”

With the stock showing signs of a potential turnaround and improving profitability, Delhivery may attract long-term investors and those looking for promising mid-cap opportunities in the logistics space. However, the company has not announced any dividend, bonus, or right issue with this Quarterly Results update.

Disclaimer: The article is for informational purposes only and not investment advice.