Delhivery Share Price Hits 52-Week High After Stellar Q1: What's Driving the Surge?
Shares of Delhivery Ltd, one of India’s leading third-party logistics players, surged by 5% on August 4, hitting a fresh 52-week high of ₹451.50 on the BSE. The rally came after the company announced robust Q1FY26 results, with a 68.5% year-on-year jump in net profit to ₹91 crore, driven by operational efficiency and stable revenues.
This latest move has put Delhivery share price in sharp focus among retail investors and institutions alike. The stock has now gained over 90% from its 52-week low of ₹236.80, recorded in March 2025. It’s also up 23% year-to-date, marking a strong turnaround in market sentiment.
Delhivery Share Price Rally: Key Q1 Highlights
- Net Profit: ₹91 crore, up 68.5% YoY
- Revenue: ₹2,294 crore, up 6% YoY
- EBITDA: ₹149 crore, up 53% YoY
- EBITDA Margin: Expanded to 6.5% from 4.5%
- Express Parcel Volume: Up 14% YoY to 208 million
- Part Truckload (PTL) Revenue: Up 17%, with margin improvement to 10.7%
Brokerages such as Motilal Oswal and Kotak Institutional Equities responded positively to the numbers, both reiterating their ‘Buy’ ratings with revised target prices of ₹500. According to analysts, margin expansion, scalable growth, and network synergies are likely to sustain performance in upcoming quarters.
Delhivery’s Strategic Acquisitions & Business Expansion
Delhivery’s strategic acquisition of Ecom Express for ₹300 crore is set to reshape the company's position in the 3PL (third-party logistics) segment. CEO Sahil Barua confirmed that the integration will span six months, starting from the July–September quarter. Given that Ecom Express handled nearly 50% of Delhivery’s current volumes, this acquisition is expected to increase its market share by 25% in the 3PL segment.
Furthermore, newer business ventures like Delhivery Rapid and Delhivery Direct are “showing early promise,” according to the company. These services could play a crucial role in enhancing revenue diversification and long-term profitability.
Mixed Brokerage Views: Bulls vs Bears
While domestic brokerages remain optimistic, Jefferies maintained an ‘Underperform’ rating with a reduced target of ₹350. It pointed to a 35% miss in EBITDA estimates due to timing mismatches in volume recognition from the Ecom acquisition. Jefferies also noted structural concerns like high logistics costs in e-commerce, which could limit upside potential for third-party logistics players.
Despite these concerns, the broader market sentiment remains upbeat. Delhivery’s ability to absorb rising parcel volumes without significantly increasing costs has been seen as a testament to its operational scalability.
Delhivery Share Price Chart and Stock Performance
According to stock data:
- Delhivery share price is currently trading near ₹450 levels, close to the 52-week high
- It has gained 11% in July, 7% in June, 17% in May, and 20% in April, showing consistent monthly growth
- The stock is up 23% year-to-date and has outperformed the Nifty 500 and Small Cap indices recently
- Yet, over a 3-year period, the stock remains 32% lower, showing the volatility and recovery trajectory
Why Delhivery Limited Is in the Spotlight
Keywords like Delhivery share price today, Delhivery news, and Delhivery limited share price are trending among investors seeking insights into stock performance. There’s also growing interest in high delivery stocks and stock delivery data, both of which relate directly to the logistical volumes Delhivery manages across the country.
The company’s improving margins, along with EBITDA CAGR projections of 38% and adjusted PAT CAGR of 53% for FY25–28, are attracting long-term investors. Brokerages estimate that margins will remain sustainable in the 16–18% range over the next two years, powered by core transport business and acquisition synergies.
Board Changes: Governance at the Core
Delhivery also announced that Srivatsan Rajan, the longest-serving independent director, will step down by September 30. He will be replaced by Yashish Dahiya, founder of PB Fintech, and Padmini Srinivasan as new independent directors. These appointments are seen as strategic, bringing in diverse expertise to support Delhivery’s next phase of growth.
Should You Buy Delhivery Stock?
With strong Q1 results, margin expansion, and promising guidance, Delhivery stock has caught the attention of both retail and institutional investors. Its robust execution, efficient operations, and strategic expansions—especially in high-growth areas like Express Parcel and PTL—are signs of long-term value creation.
However, potential investors should also consider the volatility seen in recent years and monitor how well the Ecom Express integration materializes in coming quarters. Nonetheless, for those seeking exposure to India's fast-evolving logistics sector, Delhivery Limited remains a stock to watch.
Final Thoughts
The Delhivery share price NSE movement clearly reflects the company’s operational progress and strategic initiatives. As demand for third-party logistics rises in India, especially from the booming e-commerce sector, Delhivery is well-positioned to capitalize on these trends.
Investors interested in delivery share price trends, delivery stocks, and high delivery stock plays may find Delhivery to be a strong candidate in the logistics space going forward.
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