The corporate stated income from operations for the second quarter of FY26 stood at Rs 2,559.3 crore, reflecting a 16.9% rise YoY in comparison with Rs 2,189.7 crore reported within the September 2024 quarter.
Report festive volumes
In a letter to shareholders, Delhivery stated the July–September quarter marked the completion of its acquisition of Ecom Specific and preparations for the Diwali festive season, which started in early September. The corporate reported its highest-ever cargo volumes regardless of operational challenges from heavy rains, holidays, and GST fee modifications.
Specific Parcel cargo volumes rose 32% YoY and 18% sequentially to 246 million orders in Q2 FY26. Half-truckload (PTL) volumes grew 12% YoY to 477,000 metric tonnes, with yields enhancing by about 3% QoQ, driving 15% YoY income development within the section.
Operational efficiency
Delhivery stated general income from companies stood at Rs 2,546 crore in Q2 FY26, up 16.3% YoY, with EBITDA at Rs 150 crore and revenue after tax at Rs 59 crore, excluding the influence of the Ecom Specific acquisition. Integration-related prices throughout the quarter had been Rs 90 crore, and the corporate expects complete integration bills to stay inside its Rs 300 crore estimate.Service EBITDA margin for the Transportation section (Specific and PTL) got here in at 13.5% in Q2 FY26, in contrast with 11.9% a yr earlier. Delhivery stated volumes remained robust in October and that it expects to satisfy profitability expectations between the second and third quarters.
CFO transition
Delhivery additionally introduced that Vivek Pabari, presently heading Company Finance, Treasury and Investor Relations, will take over as Chief Monetary Officer from Amit Agarwal with impact from January 1, 2026.
Agarwal, who’s stepping down for private causes, will proceed with the corporate till December 31, 2025, after a 13-year stint. He joined Delhivery in 2012 and have become CFO in 2018, overseeing key milestones together with the corporate’s itemizing on inventory exchanges and main acquisitions equivalent to SpotOn and Ecom Specific.
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