Delhivery Jumps 9% After Posting a Surprise Profit in Q4 – What’s Behind the Numbers?

For the first time in a while, Delhivery – the company that helps deliver packages across India – has given investors something to cheer about. Its stock price jumped around 9% after it announced a profit for the last quarter of the financial year 2025. That’s a big turnaround from the losses it had been reporting earlier.

Let’s break down what happened and why people are suddenly excited about this logistics company.

From Losses to Profit – A Big Bounce Back

In the last quarter of FY25 (January to March), Delhivery posted a net profit of ₹73 crore. That’s a major improvement from the ₹69 crore loss it reported during the same period last year.

For a company that has often been in the red, this is a big deal — and it clearly made the market sit up and take notice.

What Helped Delhivery Turn a Profit?

A few things worked in the company’s favor this time:

1. More Business

Delhivery’s overall revenue — the money it made from all the services it offers — grew by around 5.6% compared to the same quarter last year. It earned ₹2,192 crore this time, up from ₹2,076 crore earlier.

The company saw steady demand in its core services — especially in express parcel deliveries and its “part truckload” (PTL) business. PTL is when companies ship smaller loads that don’t need a full truck.

2. Strong PTL Growth

The PTL segment saw some of the biggest gains. Revenue from this part of the business jumped 22%, and they moved more goods — around 4.1 lakh metric tons, to be precise.

Even in express parcel deliveries, shipments were up — more than 20 crore parcels were shipped during the quarter. That’s a 2% rise from last year.

Smart Moves Behind the Scenes

Delhivery didn’t just earn more — it also made some smart moves:

• It benefited from the full integration of Spoton, a logistics company it had acquired earlier. That helped push PTL volumes up.

• The company also started seeing early benefits from its upcoming acquisition of Ecom Express, another delivery-focused firm. This move is expected to help them reach more customers and become more efficient.

These business decisions seem to be paying off — and they’re giving Delhivery a stronger foundation to grow in the future.

How Did the Market React?

Investors loved the news. Delhivery’s stock price jumped over 9% in a day, showing that people have renewed confidence in the company. After months of ups and downs, this profit has made many believe that Delhivery might be turning a corner.

Why This Matters

Logistics is a tough and competitive business, especially in India where deliveries are expected to be fast, cheap, and reliable. For a company like Delhivery to swing from losses to profits, even for one quarter, is a sign that it’s managing its costs better and finding the right strategies to grow.

This performance also shows that demand for delivery services is still strong — and there’s room for logistics players to succeed if they can do things right.

The Bottom Line

Delhivery’s Q4 results have sent a strong message: the company is learning, adapting, and finally starting to make money. Whether this is just the beginning of a winning streak or a one-time bounce remains to be seen — but for now, it’s a win worth celebrating.