DELHIVERY Share Price Performance
₹418.10
150.75 (56.39%)
30.3% undervalued intrinsic discount
₹600.00
Fair Value
Price ₹418.10
AnalystHighTarget ₹600.00
AnalystLowTarget ₹360.33
AnalystConsensusTarget ₹498.65
Fair Value₹600.00
Share Pricen/a
Delhivery Limited Stock Price
- 3 Narratives written by author
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- 24 Fair Values set on narratives written by author
DELHIVERY Community Narratives
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Fair Value ₹600 30.3% undervalued intrinsic discount
Rising Secular E-Commerce Trends Will Expand Organized Logistics Networks
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Fair Value ₹360.33 16.0% overvalued intrinsic discount
Automation And Protectionism Will Erode Margins In Indian Logistics
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Fair Value ₹498.65 16.2% undervalued intrinsic discount
Analysts Slightly Raise Delhivery Price Target Amid Improved Profit Margin Forecasts
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Rising Secular E-Commerce Trends Will Expand Organized Logistics Networks
Key Takeaways Seamless integration of Ecom Express volumes and proprietary technology gives Delhivery strong operating leverage, long-term pricing power, and multi-year barriers to entry. Expanded network density and early investments in high-margin, tech-enabled solutions position Delhivery for accelerated, de-risked revenue and sustained margin growth.Read more
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₹600
30.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
19.77% p.a.
Profit Margin
11.77%
Future PE
35.11x
Price in 2029
₹929.6
Automation And Protectionism Will Erode Margins In Indian Logistics
Key Takeaways Rising automation, global competition, and environmental regulations threaten Delhivery's cost edge, margins, and growth prospects. High capital intensity and industry consolidation may further compress profitability and expose Delhivery to top-line and margin volatility.Read more
11
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₹360.33
16.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
12.84% p.a.
Profit Margin
6.36%
Future PE
47.09x
Price in 2029
₹557.83
Analysts Slightly Raise Delhivery Price Target Amid Improved Profit Margin Forecasts
Key Takeaways Strong volume growth, network effects, and industry consolidation are driving higher margins, market share gains, and improved earnings stability for Delhivery. Investments in automation, analytics, and infrastructure reforms boost scalability, efficiency, and long-term profitability across expanding logistics operations.Read more
115
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₹498.65
16.2% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
16.26% p.a.
Profit Margin
7.62%
Future PE
49.54x
Price in 2028
₹736.73
Trending Discussion
Recently Updated Narratives
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DELHIVERY: Autonomous Logistics And New Services Will Support Stronger Long Term Profitability
Fair Value: ₹600 30.3% undervalued intrinsic discount
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DELHIVERY: Future Financial And Drone Initiatives Will Likely Support Fair Pricing
Fair Value: ₹360.33 16.0% overvalued intrinsic discount
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DELHIVERY: New Financial Services Arm Will Drive Future Logistics Expansion
Fair Value: ₹498.65 16.2% undervalued intrinsic discount
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Snowflake Analysis
Delhivery Limited Key Details
About DELHIVERY
- Founded
- 2011
- Employees
- 24336
- CEO
- WebsiteView website
Delhivery Limited provides supply chain solutions in India. It offers express parcel services; part truckload services; supply chain services that provide integrated warehousing and transportation services; point-to-point and multi-point full-truckload services; and cross-border services comprising door-to-door and port-to-port parcel and freight shipping services. The company also provides Delhivery Rapid, a network of shared in-city forward fulfillment centers, as well as Delhivery Direct, an on-demand intra-city pickup and delivery service. In addition, it offers SaaS and data solutions, such as the OS1 platform that provides APIs and SDKs; TransportOne, a transport management system solution; and LocateOne and RTOne data solutions for e-commerce companies. The company provides its services to e-commerce marketplaces, direct-to-consumer e-tailers, enterprises, FMCG, consumer durables, consumer electronics, lifestyle, retail, automotive, and manufacturing industries. Delhivery Limited was incorporated in 2011 and is based in Gurugram, India.
