Delhivery reported strong Q4 FY26 results with revenue of ₹2,848 crore and a net profit of ₹87 crore, achieving free cash flow positivity of ₹89 crore for the full year.
The company delivered over 1 billion packages in FY26, with Express parcel volumes growing 72-73% YoY and Part Truckload (PTL) handling 2 million metric tons.
Supply Chain Services (SCS) business turned profitable with EBITDA of ₹79 crore, a four-fold increase, while overall transport ROIC improved to 16%.
Management discussed market consolidation, fuel price passthrough mechanisms, and plans to invest ₹130-160 crore in new initiatives like intracity logistics for FY27.