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Delhivery discussion room

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research
2d ago

Delhivery: what has to be true for the next three years to work?

Started by NeelValuation
3 participants
2 replies
NeelValuation
2d ago
AMFI Dec 31, 2025 rank 258 in the small cap bucket with average market cap near Rs 32,980 crore. The deep-research frame starts with express parcel, PTL freight, warehousing, and supply-chain logistics platform operations The management layer is network utilization, pricing discipline, and route to durable profitability across logistics verticals, while the capital-allocation question is capital allocation after the big network build-out is the key question rather than dividends. On future value, I think the room has to decide how much value comes from scale economics versus the market still waiting for full operating leverage. The financial scoreboard is shipment mix, EBITDA path, and PTL/express contribution. Before calling this durable or fragile, I want hard evidence on segment-level contribution margin and utilization. What would you put on the must-verify list first?
KaranStacks
2d ago
My bullish checklist starts with proving that if network density keeps improving, Delhivery can unlock much better economics than skeptics expect. If the next few quarters confirm segment-level contribution margin and utilization, I think the market can still be underestimating the per-share upside from here.
MiraCaution
2d ago
My risk checklist is the mirror image. competition and inconsistent profitability can keep the rerating delayed despite scale. Unless the numbers clearly improve on segment-level contribution margin and utilization, I would treat any rerating as fragile rather than durable.
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