Stock analysts have recommended Overweight for Godrej Consumer, Buy for Campus Activewear, and Neutral for Amara Raja. They suggest Outperform for both Delhivery and Indus Towers, implying these stocks could potentially outperform their respective market averages. The ratings reflect the current market trends and are a guide for investors' decisions.
Delhivery Limited
DELHIVERYPrice History
Recent Discussions
Macquarie upholds a positive outlook for Delhivery, predicting a price target of ₹570 based on expanding market share in third-party logistics. The firm anticipates robust growth in revenue (CAGR 18%) and EBITDA (CAGR 41%) from FY26 to FY29E, attributed to improved leverage and margin expansion.
Delivery Limited experiences increased investor engagement, suggesting heightened market involvement. The company's stock has notably surpassed sector and index performance, reflecting a shift in traders' strategic positioning.
Investment firm Motilal Oswal suggests buying shares in Delhivery, currently trading at around ₹455.7. This recommendation indicates a positive outlook for the logistics company's future performance.
Cochin Shipyard and associated companies Kaynes Tech, ICICI Pru, and Amber Enterprises experienced downturns in their performances despite differing results. Delivery and Power Grid also showed signs of weakness, while the reasons behind Premier Energies and Oracle Fin trends remain unclear.
Delhivery reported a robust performance in Q4 of the fiscal year 2026, according to preliminary reports. Investment firm Motilal Oswal maintains its optimistic outlook for the logistics company. The specifics are yet to be disclosed due to the article being behind a paywall.
Elara Capital maintains a 'Buy' recommendation for Delhivery, citing impressive volume figures in Q4 FY26 as the reason. The company's substantial margin growth in the same quarter strengthens Elara's optimistic stance towards Delhivery.
Despite Delhivery reporting a 30% revenue growth YoY and an impressive 79.9% rise in EBITDA for Q4, the company experienced a 5% share drop. UBS and Citi remain optimistic, with 'buy' ratings issued, suggesting potential for up to 32% increase.
Investment firm Citi maintains its bullish stance on Delhivery, predicting the shares could reach ₹565 – a strong indication of their continued optimism in the logistics company's growth potential.
UBS has raised its recommendation on Delhivery to 'Buy', suggesting a potential price of ₹630. This optimistic view is based on a strong Q4 performance, with revenue increasing by 30% YoY, largely due to growth in the express and PTL segments.
Citi remains optimistic about Delhivery's future due to robust express parcel volume growth and industry consolidation, setting a target price of ₹565. The acquisition of Ecom Express, improved PTL margins, prudent capital expenditure, and efficient network usage are expected to enhance cash flow and EBITDA margins.
The National Stock Exchange (NSE) imposed a fine of INR 11,800 on Delhivery due to late disclosure of related party transactions in the first half of September 2025. The NSE urged the management to ensure timely compliance moving forward.
Delhivery has successfully delivered one billion e-commerce parcels in the fiscal year 2026, marking a significant increase of 17% in revenue to approximately INR 10.5 billion. The company's EBITDA has doubled, reaching INR 764 crore with a margin of 7.3%. Notably, Delhivery has achieved a positive free cash flow for the first time at INR 89 crore.
Despite significant revenue growth, Delhivery's Q4 net profit remained unchanged, indicating a balance between increased income and costs during this period.
Delhivery's Q4 and full-year earnings for the fiscal year ending March 31, 2026, have been reported, with the stock showing a 1.2% increase since then, currently trading at INR 475.75 as of May 16, 2026.
Delhivery has announced the establishment of Delhivery Fintech Distribution, a new subsidiary dedicated to offering financial services tied to logistics operations, with an initial investment of INR 1 crore.
Delhivery announces the immediate appointment of Kabir Shakir as an independent director, who brings over three decades of financial expertise to the company. Current Independent Director, Romesh Sobti will step down by June 30th, 2026.
Delhivery's Q4 financials will be closely watched for signs of increased revenue and profitability, with the growth rate of its partnership with e-commerce platform Meesho being a significant factor to consider. Express parcel volumes and Meesho's performance are expected to provide key insights into the company's overall performance.
Today, Vodafone Idea and Delhivery, along with four other companies, will reveal their Q4 earnings. Keep an eye on their financial updates by following this link for updates on May 16.
Emkay predicts the Nifty 50 index will reach 29,000, marking a potential 24% increase due to anticipated FY27 earnings growth of 14%. Key stocks to watch include L&T, HPCL, Tata Motors CV, Maruti Suzuki, and Delhivery, with estimated gains ranging from 5-7%, according to their analysis.
Delhivery's Q4 FY2026 earnings call is set for May 16th at 6 PM IST. The event will feature discussions on financial performance and updates from the company's top executives, including the CEO and CFO.
Ajit Mishra of Religare Broking suggests investors consider Bharat Forge, Fortis Healthcare, and Delhivery for short-term profits due to favorable technical trends. Bharat Forge is experiencing a bullish surge, while Delhivery aims towards ₹524. Fortis Healthcare has surpassed resistance, with a potential price target of ₹1,020.
Ashok Leyland is suggested as a buy at around Rs 170-180, with potential targets reaching Rs 200-260. A stop loss of Rs 150 is advised. Additionally, Delhivery, Godfrey Phillips, RK Forgings, and Canara Bank are also recommended for diverse sectoral gains.
Delivery stock, Delhivery, declined by 4% on Tuesday amidst growing concerns related to certain unspecified factors. The decrease in share value reflects potential market apprehensions towards the company's current situation.
Delhivery experienced a 4% drop in share price following Amazon's entrance into the logistics market, potentially posing a challenge for other key players such as FedEx, UPS, GXO, and Forward Air, which also saw significant declines overnight.
The Singapore government made significant investments in Delhivery and TVS Motor Company during the last quarter of their financial year 2025-26, injecting approximately INR 413.6 crore into Delhivery and INR 1,915.5 crore into TVS Motor. Notably, Delhivery saw a 18% increase in revenue year-over-year for Q3 FY26, while TVS Motor experienced a 34% revenue growth with a substantial 46% surge in net profits during the same period.
Delhivery Ltd experiences a significant increase in open interest, suggesting increased market involvement. This surge could be linked to optimistic outlooks on its transportation services, as indicated by its impressive price performance and growing volumes.
Motilal Oswal continues to recommend buying shares of Delhivery, predicting a potential price of INR 570. Investors may want to consider this stock recommendation for their portfolio.
Delhivery Limited experienced a significant block trade worth INR 27.3 crore on the NSE, with approximately 6,00,709 shares being traded at a price of INR 454.5 per share.
Shrikant Chouhan suggests investing in Delhivery and Fiem Industries for April 21, 2026, due to their promising growth prospects. Delhivery's focus on operational efficiency sets it apart, while Fiem benefits from LED adoption, robust OEM relationships, and resilience in the EV sector.
Goldman Sachs has purchased approximately 600,000 shares of Delhivery at an average price of ₹465, investing significantly in the Indian logistics company.
Goldman Sachs and Morgan Stanley have purchased a 0.53% stake in Delhivery for approximately INR 186 crore through block deals on the NSE. Despite institutional interest, Delhivery's stock closed at INR 456.6, marking a 2% drop, potentially due to selling shares by Nexus Venture Partners.
The Nexus Opportunity Fund has offloaded approximately 538,000 shares of Delhivery Ltd, with each share selling for INR 465 in a block trade.
Delivery service Delhivery recently executed a significant share block deal worth ₹186 crore, with each of the 40 million shares being sold at ₹465.
Delhivery shares have surged by 18% in a month, with HSBC setting a new target price of ₹500 and maintaining a 'hold' rating. Notably, the stock is approaching its initial public offering (IPO) price, having nearly doubled from its 52-week low. This comes after Nexus Ventures sold a 1.6% stake in the company.
HSBC has upgraded its outlook for Delhivery, predicting a share price of ₹500 based on robust Q4 volumes and effective fuel cost management. The financial services firm remains optimistic about Delhivery's performance, maintaining a 'Hold' recommendation.
Nexus Ventures has offloaded a 1.6% stake in Delhivery for ₹442 per share, amidst an overall 88% year-to-date gain for the company, but it remains 6.4% below its initial public offering price. In another development, GQG Partners sold 0.6% equity in ITC Hotels at ₹152.7 per share, with the stock currently 42% lower than its 52-week high.
ICICI Prudential Life Insurance has acquired approximately 570,000 shares of Delhivery at a price of Rs 442 each, signifying a significant investment in the logistics company's stock.
Nippon India Mutual Fund has recently acquired approximately 4.57 million shares of Delhivery, with each share purchased at ₹442 on the National Stock Exchange.
Alphamine Fund has purchased approximately 570,000 Delhivery shares for ₹442 each, signifying a notable investment in the logistics company.