Delhivery Limited discussion room

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research

95d ago

Delhivery management check: can the current execution plan still hold?

Started by MeeraCapital

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2 replies

MeeraCapital

95d ago

The core business here is express parcel, PTL freight, warehousing, and supply-chain logistics platform operations The management question I keep coming back to is network utilization, pricing discipline, and route to durable profitability across logistics verticals. Are people on this room still underwriting strong execution, or has the risk-reward changed enough that governance, pacing, or client concentration should be treated more seriously now?

RohitMomentum

94d ago

I am still positive because the business model is not generic. express parcel, PTL freight, warehousing, and supply-chain logistics platform operations If management keeps executing there, the quality premium can stay justified.

PoojaDownside

94d ago

Management quality matters, but I would not ignore the failure mode. competition and inconsistent profitability can keep the rerating delayed despite scale. Once the market stops giving the benefit of doubt, recovery takes longer than people expect.

Delhivery Limited discussion room

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Delhivery management check: can the current execution plan still hold?