• Revenue growth drivers: Delhivery achieved ₹10,500 crore in FY26 revenue with 18% year-on-year growth, driven primarily by strong momentum in its part-truckload business and parcel volume gains aided by the Ecom Express acquisition.
• Global expansion strategy: The company has ruled out launching overseas transportation operations, opting instead to build a network of fulfillment centers and warehouses in international free trade zones linked with local logistics providers.
• New business verticals: Future expansion will be driven by Delhivery Local for in-city logistics, cross-border freight services, enterprise technology products such as MapStack, and an upcoming entry into agri-logistics.
• AI integration impact: AI-driven automation in customer onboarding, claims processing, mapping, and internal facility movement using autonomous vehicles is actively contributing to quarter-on-quarter margin expansion.