Digital Adoption And Market Consolidation Will Reshape Indian Logistics

Published
30 Dec 24
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
₹473.75
1.2% undervalued intrinsic discount
08 Aug
₹467.95
Loading
1Y
15.7%
7D
1.4%

Author's Valuation

₹473.8

1.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 13%

Delhivery’s consensus price target has been revised upward, primarily driven by a notable improvement in net profit margin and a decrease in future P/E, now reflecting a fair value estimate of ₹456.92. What's in the News Delhivery to hold a board meeting to consider and approve unaudited financial results for the quarter ended June 30, 2025.

Shared on01 May 25
Fair value Increased 4.35%

Shared on23 Apr 25
Fair value Decreased 0.95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.25%

AnalystConsensusTarget has increased profit margin from 5.9% to 7.0% and decreased future PE multiple from 53.1x to 44.7x.

Shared on09 Apr 25
Fair value Increased 2.68%

Shared on02 Apr 25
Fair value Decreased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 0.12%

AnalystConsensusTarget has increased revenue growth from 13.2% to 14.8% and decreased future PE multiple from 89.4x to 45.2x.