The mood around the logistics sector shifted quickly today as Delhivery’s share price reacted sharply to its Q2 numbers. The stock opened under pressure, and the sentiment stayed heavy once the market absorbed the earnings update.
It was one of those sessions where the reaction felt immediate — Q2 results came in with mixed signals, and the stock moved accordingly.
Market Performance: Delhivery Share Price Today
Delhivery share price opened at ₹467.05 on the BSE.
Through the session, the stock moved between an intraday high of ₹469.95 and a low of ₹443.35.
The drop of over 8% came right after the company posted its Q2 performance, which showed a return to consolidated loss.
Main News: Delhivery Q2 Results Show a Shift Back to Loss
The earnings update revealed a clear shift in the company’s bottom line.
Delhivery reported a consolidated loss of ₹50.49 crore for the September quarter.
This is in contrast to a profit of ₹10.20 crore recorded in the same quarter last year.
Even with the loss, the company’s overall business activity was higher during the quarter.
Here’s how the key financial numbers shaped up:
- Total Income: ₹2,651.53 crore
- YoY Growth: 14.81% (vs. ₹2,309.33 crore last year)
On a standalone basis, the company reported:
- Profit After Tax (PAT): ₹59 crore
- Last Year PAT: ₹10 crore
- Note: Standalone excludes integration costs related to Ecom Express
In service-wise growth:
- Revenue from Services: ₹2,546 crore
- Up from ₹2,190 crore in Q2 FY25
Company Details: Volume Strength, Segment Performance, and Business Activity
Delhivery, a major logistics services operator, continued to push volumes across categories. The company’s operational data showed a strong pickup across its key segments.
Express Parcel Segment
Shipment volumes rose sharply:
- Express Parcels: 246 million
- YoY Growth: 32%
- Last Year: 185 million
The company indicated that the Ecom acquisition helped consolidate wallet share with large clients.
Alongside organic client growth, this segment saw support from festive season demand, which started building through Q2.
Part-Truckload (PTL) Segment
- Tonnage: 4.77 lakh metric tonnes
- Last Year: 4.27 lakh metric tonnes
- YoY Growth: 12%
Other Segment Updates
- Supply Chain Services Revenue: ₹170 crore
- Down from ₹197 crore last year
- Truckload Revenue: ₹150 crore
- Down from ₹158 crore in Q2 FY25
The overall data reflects a quarter where volume growth remained strong, while certain service verticals saw softer numbers compared to last year.
Summary: Delhivery Q2 Results Trigger Immediate Market Reaction
Delhivery’s stock came under pressure after the company posted a ₹50.49 crore consolidated loss for the September quarter, reversing the ₹10.20 crore profit seen a year earlier.
At the same time, overall income grew nearly 15% YoY, and key segments such as express parcels and PTL showed solid volume momentum.
However, category-specific declines in supply chain services and truckload revenue added weight to the mixed performance.
As the market digested these numbers, Delhivery's share price reacted sharply intraday, reflecting the cautious sentiment surrounding the quarterly update.
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