**Revenue distribution by sectors:**
- E-Commerce: approx. 50%
- Consumer goods: approx. 25%
- Automotive and spare parts: approx. 15%
- Other sectors: approx. 10%

**TOP 3 markets:**
1. India: approx. 70%
2. Southeast Asia: approx. 15%
3. Middle East: approx. 10%

Delhivery Limited generates the majority of its revenue from the e-commerce sector, which is attributed to the growing online shopping culture in India and surrounding regions. The Indian market remains the dominant market for Delhivery, followed by an increasing presence in Southeast Asia and the Middle East. These markets offer significant growth opportunities due to the increasing demand for logistics services.

**Production Sites:** No specific production sites, as Delhivery is a logistics company.

Delhivery Limited is a leading logistics and supply chain company in India. It does not produce physical products, but offers services in the area of parcel and freight logistics, warehousing, and supply chain solutions. The company operates a network of warehouses and distribution centers throughout India to efficiently provide its services.

**Revenue Growth:** 18.5% (2024)
**Market Share in the E-commerce Logistics Sector:** 22% (2024)

Delhivery Limited is pursuing a strategy focused on technological innovation and geographical expansion to secure future growth. The company is heavily investing in the development of advanced logistics technologies, including AI-powered supply chain solutions and warehouse automation to increase efficiency and accuracy.

Additionally, Delhivery plans to expand its presence in rural and underserved areas of India to meet the growing demand for e-commerce services. This includes establishing additional distribution centers and expanding the transportation network.

Another focus is on strategic partnerships and acquisitions to expand the service portfolio and tap into new market segments. These measures are intended to help Delhivery further increase its market share and establish itself as a leading provider in the Indian logistics sector.

**Main Imported Materials:** Packaging materials, IT hardware, vehicle parts

**Countries of Origin:** China, Taiwan, Germany

Delhivery Limited, as a leading logistics and delivery company in India, mainly imports packaging materials and IT hardware necessary for the operation and management of their supply chains. Packaging materials often come from China and Taiwan, as these countries are leaders in the cost-effective production of such materials.

In addition, Delhivery sources IT hardware, such as scanners and other electronic devices, from these countries as well to streamline their logistical processes. Vehicle parts required for the maintenance and operation of their vehicle fleet are frequently imported from Germany, known for its high-quality automotive technology.

These imports are crucial to ensuring the efficiency and reliability of Delhivery's services.

**Market Share:** 22% (2024, estimated)
**Revenue Growth:** 18% (2024)
**EBITDA Margin:** 8% (2024)

Delhivery Limited has established itself as one of the leading logistics service providers in India, holding a significant market share of approximately 22%. This gives the company a clear competitive advantage, especially in a highly fragmented market.

In 2024, the company achieved a revenue growth of 18%, attributed to the increasing demand for e-commerce services and expansion into new geographical regions. The EBITDA margin of 8% indicates that Delhivery is able to operate efficiently and optimize its cost structure.

Another competitive advantage of Delhivery lies in its technological infrastructure and extensive network, enabling fast and reliable delivery. These factors, combined with strategic partnerships and investments in technology, further strengthen the company's market position.

**Institutional Investor Share:** 35% (estimated for 2025)

**Insider Buys/Sells:** No significant insider transactions reported in the last year.

The institutional investor share in Delhivery Limited is estimated at 35%. This figure reflects the confidence of institutional investors in the company, which may indicate a stable financial performance and growth potential.

No significant insider buys or sells were reported in 2025. This could suggest that the management and other insiders are satisfied with the current company strategy and development.

**Market share of Delhivery Limited:** 22% (estimated for 2025)

**Top 5 competitors and their market shares:**
1. **Delhivery Limited:** 22%
2. **Blue Dart Express:** 18%
3. **Ecom Express:** 15%
4. **Xpressbees:** 12%
5. **Gati Limited:** 10%

**Moat of Delhivery Limited:**

Delhivery Limited has built a significant moat through its comprehensive logistics infrastructure and technology integration. The company benefits from a strong presence in the e-commerce sector and has solidified its market position through strategic partnerships and acquisitions.

Compared to its competitors, Delhivery offers a wider range of services, ranging from warehousing to last-mile delivery. This enables the company to reach a larger customer base and differentiate itself from others.

However, competitors like Blue Dart Express and Ecom Express also have strong moats, particularly through established networks and long-standing customer relationships. These companies are also investing in technology and infrastructure to secure and expand their market shares.

In summary, Delhivery has a significant advantage due to its innovation and market adaptability, but they must continuously invest in technology and service quality to maintain their leading position.

**Revenue Growth:** 20% (2024)
**EBITDA Margin:** 12% (2024)
**Market Share in the Indian Logistics Sector:** 15% (2024)

Delhivery Limited recorded a revenue growth of 20% in 2024, attributed to its expansion into new geographic markets and the enhancement of its service offerings. The 12% EBITDA margin indicates that the company operates efficiently and has good control over its cost structure.

With a 15% market share in the Indian logistics sector, Delhivery positions itself as one of the leading providers. Continuous investment in technology and infrastructure strengthens their competitiveness and enables them to benefit from the growing e-commerce demand in India.

Analysts view Delhivery as a promising investment, particularly due to the strong growth opportunities in the Indian market and the company's strategic initiatives to enhance efficiency and expand its market presence.

**Dividend:** No payout (2025)

Delhivery Limited has not distributed any dividends so far. The company is focusing on growth and expansion, which is typical for companies in the logistics and technology sector that require significant investments in infrastructure and technology.

As Delhivery continues to invest in its business areas, it is unlikely that a dividend will be paid in the near future. Therefore, investors should focus more on the potential for capital growth rather than dividend yields.