Delhivery reported a near-flat consolidated net profit of ₹72.4 crore for Q4 FY26, compared with ₹72.5 crore in the year-ago quarter. Revenue climbed 30% to ₹2,850 crore from ₹2,191.6 crore, while total income reached ₹2,909.4 crore including other income of ₹59.4 crore. On a sequential basis, profit rose sharply 83.3%. However, total expenses also grew 26.9% to ₹2,853.1 crore, keeping profitability muted.
Delhivery shares fell about 3.5% after Amazon launched global supply chain services in India. The offering spans freight, distribution, and parcel shipping, putting pressure on existing third-party logistics players. With a deep network and strong funding, Amazon’s entry is seen as a direct threat to Delhivery’s B2B and B2C business and could reshape pricing and market share.
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Delhivery has granted over 1 lakh stock options to employees under its ESOP 2012, effective May 1. The options can be exercised at Re 1 and vest over four years, with an initial tranche after 12 months followed by remaining vesting phases. The plan is designed to retain talent by tying rewards to equity and long-term wealth creation.
Zen Mobility and Delhivery have announced a long-term EV partnership aimed at deploying thousands of purpose-built electric vehicles across India over the next three to five years. The plan builds on existing traction, with more than 500 EVs already operational, signaling a major scaling push for logistics electrification and greener last mile operations.
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