DELHIVERY

What Delhivery promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 13 tracked 4 delivered 0 missed 9 open
  • Express Parcel Service EBITDA Margin delivered said Q3 FY25 Promised: 17% to 20% (Steady State) Q1 FY27: Management reiterated the 16-18% service EBITDA margin target, expressing confidence in reaching the higher end of this range in H2 FY27.
  • Corporate Overheads as % of Revenue revised down said Q3 FY25 Promised: 6% (Medium Term) Q1 FY27: No specific update on corporate overheads as a % of revenue. The target remains at the revised level of ~7%.
  • Capex as % of Revenue on track said Q3 FY25 Promised: 3.5% to 4% (Long Term) Q1 FY27: No specific Capex intensity figure provided for Q1 FY27. The long-term target remains in place.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for Delhivery — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens