Update shared on 25 Nov 2025
Fair value Increased 0.76%Analysts have raised their price target for Delhivery slightly, increasing it from ₹494.87 to ₹498.65. This change is based on updated forecasts that reflect minor adjustments in growth and profitability expectations.
What's in the News
- Approval for incorporation of Delhivery Financial Services Private Limited as a wholly owned subsidiary in India to enhance the company's logistics core by offering financial services to partners and MSMEs (Key Developments)
- Plans to establish step-down wholly owned subsidiaries in the United Kingdom and United Arab Emirates to expand supply chain and logistics services internationally (Key Developments)
- Resignation of Mr. Amit Agarwal as Chief Financial Officer, effective December 31, 2025. Mr. Vivek Pabari will be appointed as his successor starting January 1, 2026 (Key Developments)
- Board meeting held on November 5, 2025, to review and approve unaudited financial results for the quarter and half year ended September 30, 2025 (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Increased marginally from ₹494.87 to ₹498.65
- Discount Rate: Risen slightly from 13.87% to 13.92%
- Revenue Growth: Declined modestly from 16.38% to 16.24%
- Net Profit Margin: Decreased from 7.74% to 7.62%
- Future P/E: Edged up from 49.40x to 49.53x
Disclaimer
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