In a significant financial turnaround, Delhivery, India’s leading logistics and supply chain services provider, has reported its first-ever profitable fiscal year in FY25. The company posted a net profit of INR 162.1 Cr, a sharp swing from a loss of INR 249.2 Cr in FY24, marking a major milestone in its journey from a fast-scaling startup to a sustainable enterprise.
Q4 FY25: Strong Finish to a Breakthrough Year
Delhivery capped off the fiscal year with a robust Q4 FY25 net profit of INR 72.6 Cr, compared to a loss of INR 68.5 Cr in the same quarter last year. Notably, the profit nearly tripled sequentially from INR 25 Cr in Q3 FY25, demonstrating improving operational efficiency and financial discipline.
On the revenue front, operating income rose by 6% year-on-year to INR 2,191.6 Cr in Q4 FY25, up from INR 2,075.5 Cr in Q4 FY24. However, on a quarter-on-quarter basis, revenue declined 9% from INR 2,378.3 Cr, which the company attributed to seasonal adjustments and optimization of operational workflows.
A Milestone Year for Profitability
FY25 stands out as a landmark year for Delhivery as the company achieved profitability for the first time since its inception. The sustained profit across all four quarters signals a strategic shift in focus towards profitability and scalability.
The company’s leadership team credited the turnaround to multiple factors:
- Cost optimization across key business segments
- Higher automation and tech-driven logistics planning
- Growth in B2B logistics and warehousing solutions
- Improved asset utilization and delivery efficiency
By enhancing operational levers and streamlining its supply chain processes, Delhivery has been able to reduce overheads while expanding its service offerings, especially in high-margin verticals.
Market Confidence and Future Roadmap
This profitable performance is likely to bolster investor confidence, especially at a time when the global logistics industry faces macroeconomic challenges. Delhivery, which went public in 2022, has often been under scrutiny for its losses despite rapid growth. With FY25 profitability now on the books, the company is better positioned for long-term value creation.
Looking ahead, Delhivery plans to double down on:
- AI-powered logistics automation
- Expansion of fulfillment and warehousing network
- Deeper penetration into Tier II and Tier III cities
- Sustainable and green logistics solutions
The company aims to continue its upward trajectory while maintaining profitability in the coming fiscal years.
Conclusion
Delhivery’s performance in FY25 marks a turning point in its growth story. Achieving profitability across all quarters and closing the year with a net profit of INR 162.1 Cr is a testament to its evolving maturity as a logistics leader. With strong fundamentals, growing revenue, and a clear roadmap, Delhivery is poised to strengthen its foothold in India’s booming logistics and eCommerce ecosystem.
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