Delhivery Ltd. Share Price

Delhivery 15th AGM on September 22 to reappoint Sahil Barua

ENERGY CRISIS---> भारतीय बाजार में इन Stocks पर पड़ेगा असर

Saudi Arabia ने Europe को Crude Supply रोक दी! क्या Oil फिर दिखा सकता है $130+ का दौर? भारतीय बाजार में इन Stocks पर पड़ेगा असर Bloomberg के अनुसार Saudi Aramco ने European refiners को बताया है कि अगले महीने उन्हें Saudi crude का allocation नहीं मिलेगा। --->Europe को कितना बड़ा Supply Shock? European customers आमतौर पर Saudi crude को long-term/term contracts के जरिए खरीदते हैं, जिससे हर महीने एक नियमित supply बनी रहती है। लेकिन अब यह flow अगले महीने रुक सकता है। European OECD countries ने जून में Saudi Arabia से लगभग: 5.77 लाख barrels/day crude import किया था। अब European refiners को alternative suppliers से crude खरीदना पड़ेगा। इससे regional crude grades और refined fuel prices पर अतिरिक्त दबाव आ सकता है। ---->🇮🇳 भारत पर इसका क्या असर? सबसे बड़ा transmission channel होगा: Saudi Supply Disruption → Crude Prices ↑ → India's Import Bill ↑ → Inflation Pressure ↑ भारत एक बड़ा crude importer है। इसलिए अगर global crude prices लंबे समय तक ऊंचे रहते हैं, तो: Aviation-

India-US Trade Deal & Fintech Export Push

The India-US trade deal is "more or less" finalized, with both nations establishing a framework for preferential market access prior to formal execution, according to Commerce Secretary Rajesh Agrawal at the Global Fintech Fest 2026. Because India largely operates under Most Favoured Nation tariffs while the US uses executive tariffs, negotiators are structuring an architecture to deliver tariff differentials and preferential market access for Indian exports—a broad understanding that has satisfied business communities in both nations. Broadening India's trade footprint, Mr. Agrawal added that the India-Chile Free Trade Agreement is at an advanced stage, while the India-New Zealand FTA is expected to be operationalized as early as October 2026. Despite global logistics pressures, India's exports expanded over 15% during the first four months of the fiscal year, indicating that rising freight costs have been less disruptive than anticipated. On digital financial services, Mr. Agrawal underscored India's potential to export digital payments, lending, insurance, and trade finance solutions across the Global South. Lowering remittance costs for Indian migrant workers from 5–6% to 3% could deliver an additional ₹4,772 crore ($5 billion) directly to workers, while a similar global reduction would save migrant communities approximately ₹28,632 crore ($30 billion). In cross-border digital trade, India currently records roughly $5 billion (₹4,772 crore) in e-commerce exports against a $1 trillion global market. Capturing a larger share of this market could scale India’s fintech services exports from ₹7,635.20 crore ($8 billion) to between ₹57,264 crore and ₹76,352 crore ($60–80 billion), building on the nine FTAs signed over the past five years that cover economies with a combined GDP of ₹5,726.40 lakh crore ($60 trillion).

TRAFFIC UPDATE--> REAL TIME INDICATOR FOR ECONOMY AND..

GMR Airports August Traffic: Passenger Growth Looks Muted, But Delhi Tells a Different Story — What Does It Say About India’s Economy? GMR Airports has released its August 2026 traffic data, giving investors more than just an update on the aviation sector. Airport traffic can also provide a useful real-time indicator of economic activity because it captures movement of people, business travel, tourism, trade and cargo flows. And August data presents a mixed picture. GMR Airports: August 2026 Traffic GMR Airports handled around 9.4 million passengers in August, marking 0.9% YoY growth. At the headline level, growth looks modest. But the numbers become more interesting when we look at individual airports. --->Delhi Airport Keeps Growing 6.1 Mn Passengers | +2.7% YoY Delhi Airport recorded 2.7% passenger growth in August. --->Hyderabad Airport Tells a Different Story 2.2 Mn Passengers | -11.5% YoY Hyderabad Airport witnessed a significant decline in passenger traffic. -----> What Does Airport Traffic Tell Us About the Economy? This is where the data becomes more interesting. Think about an airport as a mini economic dashboard. More passengers = More business travel + tourism + mobility = Higher spending on hotels, restaurants, taxis, retail and services = More economic activity ----->🇮🇳 So What Is August Telling Us? The data suggests that India's domestic aviation demand remains relatively resilient, particularly at Delhi, while international traffic and Hyderabad are facing pressure. The strongest signal may actually be Delhi's record YTD traffic and record August cargo volumes. ---->Bottom Line GMR's August data tells a mixed but important economic story. Airport traffic isn't a perfect measure of GDP — but it is one of the useful high-frequency indicators of mobility, trade and economic activity. And August's message is clear: Domestic activity remains resilient, but the recovery is still uneven. -->FOCUS STOCKS

Delhivery loses momentum below 20-50 Days averages

NEWS ALERT--> NEGATIVE FOR MARKETS BUT POSITIVE FOR.....

A major geopolitical development is unfolding in the Middle East. Iran-backed Houthi forces have rapidly advanced along Yemen's Red Sea coast, captured the strategic port city of Mocha and reached key islands near the Bab al-Mandeb Strait. This matters far beyond Yemen. Because Bab al-Mandeb is one of the world's most important shipping chokepoints. And for global markets, the question is simple: Could another disruption to this route push oil, shipping costs and inflation even higher? @@hy Is Bab al-Mandeb So Important? Bab al-Mandeb connects: Red Sea → Suez Canal → Mediterranean with Gulf of Aden → Indian Ocean It is a critical route for goods, energy and container shipping between Asia and Europe. Reuters estimates that the strait handles around 7% of global oil output, while other estimates put its share of global trade at roughly 12%. ##Is This a BIG Risk for Indian Markets? Yes — but the severity depends on whether shipping is actually disrupted. Scenario 1 — Threat remains contained (NEGATIVE) Scenario 2 — Shipping companies start rerouting (MODERATE) Scenario 3 — Bab al-Mandeb effectively becomes unsafe (GLOBAL SUPPLY AT TOSS) $$Which Indian Sectors Could Be Affected? Negative / Vulnerable