Delhivery Ltd. has released a robust operational update for September 2025, signaling strong momentum and high throughput ahead of the peak festive season. The company facilitated shipments with a Gross Merchandise Value (GMV) of ₹19,500 crore and processed over 104.4 million shipments during the month. !DELHIVERY This performance is bolstered by strategic expansion, notably the planned acquisition of rival Ecom Express for approximately ₹1,407 crore. This move, which has received approval from the Competition Commission of India (CCI), is set to significantly scale operations and consolidate market share. The positive September update builds upon a strong financial performance in the June quarter (Q1 FY26). Key highlights from the quarter include: Net Profit Growth: Consolidated net profit surged 67% year-on-year (YoY) to ₹91 crore. Revenue Growth: Revenue increased by 6% YoY to ₹2,294 crore, supported by a 14% YoY growth in Express Parcel shipment volumes. Margin Expansion: Operational efficiency improved significantly, with EBITDA rising 53% YoY. EBITDA margins expanded to 6.5% from 4.5% in the same quarter last year, driven by economies of scale. In response to the latest business update, the company's shares traded positively. This update underscores Delhivery's successful execution on both operational and financial fronts, underpinning its growth narrative for investors.

#StockInNews#TechnicalViews#Post-ClosingCommentary#HiddenGems#EquityResearch

1,171 likes·54 comments