Loading...
Back to narrative

DELHIVERY: New Financial Services Arm Will Drive Future Logistics Expansion

Analysts Slightly Raise Delhivery Price Target Amid Improved Profit Margin Forecasts

DELHIVERY logo
DELHIVERY
AnalystConsensusTarget
Not Invested
Published 30 Dec 2024

Update shared on 10 Dec 2025

Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
5.6%
7D
1.9%

Narrative Update on Delhivery

Analysts have maintained their fair value estimate for Delhivery at ₹498.65 per share, citing only marginal tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions that are not material enough to alter the overall valuation outlook.

What's in the News

  • The board has approved the incorporation of Delhivery Financial Services Private Limited, a wholly owned subsidiary in India that will offer payments, FASTag aggregation, fuel cards and insurance solutions to logistics partners and MSMEs, backed by an initial investment of up to ₹12 crore (regulatory filing).
  • The company plans to set up step-down wholly owned subsidiaries in the United Kingdom and the United Arab Emirates, each with an investment of ₹5 crore, to provide supply chain and logistics services in international markets (regulatory filing).
  • Chief Financial Officer Amit Agarwal will resign effective at the close of business on December 31, 2025. Finance leader Vivek Pabari will be appointed as CFO from January 1, 2026, providing continuity in corporate finance and investor relations leadership (regulatory filing).
  • A board meeting is scheduled on November 5, 2025, to consider and approve the unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (regulatory filing).

Valuation Changes

  • Fair Value Estimate: Unchanged at ₹498.65 per share, reflecting no material impact from the minor model adjustments.
  • Discount Rate: Risen slightly from 13.92% to 13.93%, indicating a marginally higher required return assumption.
  • Revenue Growth: Increased slightly from 16.24% to 16.26%, implying a modestly more optimistic top line outlook.
  • Net Profit Margin: Remains at 7.62% (rounded), indicating no meaningful change in long term profitability expectations.
  • Future P/E: Edged up slightly from 49.53x to 49.54x, a negligible change consistent with the stable fair value estimate.

Have other thoughts on Delhivery?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.