💡 Did you know?
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
History
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Delhivery Limited is a fully integrated logistics provider, which is engaged in the business of warehousing and last-mile logistics. It is also involved in designing and deploying logistics warehousing and last-mile logistics management systems, providing logistics and supply…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A middling business, fully valued — but flagged on governance.
Delhivery is scored on the general / industrial framework. It keeps a thin 1.4% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 5.98× reported profit. Free cash flow is worth about 1.4% of its market value.
Book value has been broadly flat (1.8%/yr). Return on equity is a weak 2.1%. In the latest quarter profit grew 27% versus the prior quarter.
At 210× earnings, the stock sits at the 60th percentile of its own 1.6-year range — the middle of where it has historically traded. Today's price already implies ~39%/yr earnings growth sustained for a decade — a demanding bar. The forensic screen raises a red flag: 255% of pre-tax profit is other income, not operations.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 172.76 | 41.99 | worse |
| P/B | 3.25 | 3.79 | better |
| EV/EBITDA | 31.21 | — | — |
| ROE | 2.14 | — | — |
| ROCE | 3 | — | — |
| ROA | 1.42 | — | — |
| Quick Ratio | 2.58 | 1.79 | better |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Meesho | -117.3 | 25.7 | -21.9% |
| Container Corp Of India | 27.4 | 2.5 | 9.1% |
| Aegis Vopak Terminals | 82.9 | 7.6 | 6.8% |
Revenue has grown every year across all 4 financial years shown. 13% CAGR over 3 years — steady double-digit compounder. Growth is accelerating — latest year outpaced the prior year's rate.
2 of the 4 years shown had a loss — profitability is inconsistent.
Operating margin has expanded from -14% to 1% — the business is keeping more of each rupee earned.
ROE at 2% — modest; the capital isn't working hard. Capital efficiency improving — ROE up 13pp across the window.
EPS dropped in the latest year despite possible profit changes — dilution or a profit dip could be at play. -7% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
1 of 4 years had negative operating cash flow — profitability on paper may not translate to cash. Cash conversion at 6.0× PAT — earnings are well-backed by cash; strong accrual quality. Heavy investing spend every year, but operations generate enough to cover it — the business self-funds its growth.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue broadly flat QoQ — stable but not accelerating. Low quarterly variance (8% spread) — a predictable, non-seasonal revenue stream.
Profit jumped 27% QoQ — check if this is operating leverage or a one-off item.
How today's P/E compares to the stock's own historical range. Dashed line = the 1.6y median.
FIIs trimmed 9.0pp — foreign money is rotating out. MF holding up 8.8pp — domestic institutional discovery underway.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.