In a remarkable turnaround that has caught the attention of investors and market analysts alike, Delhivery Limited has announced stellar financial results for the second quarter of fiscal year 2025. The logistics and supply chain company has transformed its fortunes dramatically, posting a consolidated net profit of ₹119 crore for the quarter ending September 2025.
Financial Performance Highlights
The company's Q2 performance marks a significant improvement from the same period last year, when it reported a net loss of ₹103 crore. This impressive swing of ₹222 crore demonstrates Delhivery's strengthened operational efficiency and strategic positioning in the competitive logistics sector.
Revenue Growth and Operational Metrics
Delhivery's revenue from operations showed robust growth, climbing 19% year-on-year to reach ₹2,284 crore. This substantial increase reflects the company's expanding market share and the growing demand for logistics services across India's e-commerce and industrial sectors.
The company's earnings before interest, taxes, depreciation, and amortization (EBITDA) turned positive at ₹147 crore, a dramatic improvement from the negative ₹30 crore reported in Q2 FY2024. This indicates stronger fundamental business health and better cost management.
Market Reaction and Stock Performance
Following the earnings announcement, Delhivery's stock witnessed positive movement in early trading sessions. Market sentiment toward the logistics sector appears increasingly optimistic as companies demonstrate improved profitability and sustainable growth patterns.
Strategic Positioning and Future Outlook
Delhivery's impressive Q2 results position the company as a strong contender in India's rapidly evolving logistics landscape. The company has been focusing on optimizing its operations, enhancing technological capabilities, and expanding its service offerings to capture greater market share.
Industry experts suggest that Delhivery's performance signals a broader recovery and maturation in the logistics sector, which has been navigating challenges related to infrastructure, competition, and evolving customer expectations.
Broader Industry Implications
The strong showing by Delhivery comes at a time when India's logistics sector is undergoing significant transformation. With increasing digitalization, infrastructure development, and growing e-commerce penetration, logistics companies are well-positioned to benefit from these macroeconomic trends.
Delhivery's results may set a positive precedent for other players in the sector, with investors likely to watch closely for similar improvements across the industry.
