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Company Overview

Delhivery is India’s largest integrated and fastest growing fully-integrated logistics services company, by revenues as of fiscal 2021. With its 86 gateways, 80+fulfillment centers, 3.17 million daily parcel sorting capacity, 3501 delivery points and 12.42 million square feet warehouse space, the company claims to provide reach to 17,000 pin codes for its 21,000 clients.  The company also claims to have 20% market share in e-commerce shipments.

The company has adopted both organic and acquisition routes to grow its business in India. In the past, it acquired Aramex India (2019), Primaseller (2021), FedEx India (2021), TNT India (2021), Spoton Logistics (2021). 

The subsidiaries of the company are 

  • Spoton Logistics Pvt Ltd
  • Delhivery Corp Ltd, London
  • Delhivery USA LLC
  • Delhivery HK Pte Ltd
  • Skynet Logistics Pvt Ltd
  • Orion Supply Chain Pvt Ltd

Business Model

Deliver follows asset-light business model, obtaining the necessary infrastructure and fleet on lease i/o buying and follows ‘mesh network’ (point-to-point distribution model) to provide faster delivery times. The company also invested heavily in automation of its supply chain network to introduce efficiencies and improve delivery speed.  

The company provides a full-range of logistics services to its clients, including express parcel and heavy goods delivery, part-truckload freight (“PTL”), truckload freight (“TL”), warehousing, cross-border express and freight services and supply chain software, along with value added services, such as e-commerce return services, payment collection and processing, installation and assembly services and fraud detection.  

The clients of the company include e-commerce marketplaces, direct-to-consumer e-tailers and enterprises and SMEs across verticals such as FMCG, consumer durables, consumer electronics, lifestyle, retail, automotive and manufacturing. However, 60% of its revenues come from the e-commerce segment. 

Registered Office

The registered office of the company is located at N24-N34, S24-S34, Air Cargo Logistics Center-II, Indira Gandhi International Airport, New Delhi.

SymbolDELIVERY Ltd
Face Value₹ 1 each
ISININE148O01028
DEMAT StatusNSDL/CDSL
Lot Size20

Key Highlights

  • Delhivery is the fastest-growing logistics services company in India (by revenue). The company delivered 50% CAGR in total revenues between 2019 and 2021.
  • Delhivery offers a full range of logistics services to its clients, leading to higher share of wallet and customer retention. The integrated approach reduces cyclicality, diversify income sources and offers an ability to use existing network and infrastructure more efficiently.
  • Delhiver has a diversified customer base across e-commerce, consumer durables, electronics, lifestyle, FMCG, industrial goods, automotive, healthcare and retail segments.
  • Delhivery is one of the largest investors in upgrading its technology (software and hardware) and data analytics capabilities.  The company is in process of deploying automatic guided vehicles, automatic storage and retrieval systems, unmanned aerial vehicles for parcel sortation, material conveyance or last mile delivery.

Financial Highlights

Particulars30-Jun-212020-212019-202018-19
Total Income (₹ Crores) 1364.013838.292988.631694.87
PAT (₹ Crores) -129.58-415.74-268.93-1783.30
Diluted EPS -2.41-8.05-5.22-47.22
Book Value per Share (₹) 8,213.555,447.356,150.536,594.39
Equity (₹ Crores) 4744283731703388

Financial Charts

Historical Chart

Shareholding Pattern

Details of the major shareholders of our Company (as on date of filing of DRHP)Number
SVF Doorbell (Cayman) Ltd22.78%
Nexus Ventures III, Ltd9.23%
CA Swift Investments7.42%
Canada Pension Plan Investment Board7.06%
Internet Fund III Pte. Ltd6.10%
Times Internet Limited5.10%
Suedasien Investmentfonds A, Ltd3.60%
Alpine Opportunity Fund II, L.P2.76%
Gamnat Pte. Ltd2.47%
Alpha Wave Ventures LP2.32%
Sahil Barua2.19%
Mohit Tandon1.88%
Suraj Saharan1.79%
Chimera Investment LLC1.65%
Total76.35%

Peer Comparison

CompanyMarket Cap (₹ Crores)Profitability Margin (%)ROCE (%)ROE (%)D/E RatioP/E RatioP/B RatioBook Value per Share (₹)
DELHIVERY LIMITED130-10.18%-8.09%-12.60%0.11-96.270.145447.35
BLUE DART EXPRESS LIMITED152382.94%21.99%15.26%0.4145.4625.75286.20
MAHINDRA LOGISTICS LIMITED32060.81%8.96%5.28%0.0587.485.6276.90

Media Updates

Supply chain company Delhivery has received capital markets regulator Sebi’s approval to raise Rs 7,460 crore through an initial public offering (IPO). The IPO comprises fresh issuance of equity shares worth Rs 5,000 crore and an offer for sale (OFS) component of Rs 2,460 crore by existing shareholders, according to the draft red herring prospectus (DRHP).

Under the OFS, investors Carlyle Group and SoftBank as well as Delhivery’s co-founders will divest their shareholding in the logistics company.

 Read more here: https://www.outlookindia.com/business/delhivery-gets-sebi-s-nod-to-raise-rs-7-460-crore-via-ipo-news-32120

Frequently Asked Questions

The buying and selling of unlisted shares and pre-IPO shares is fully legal and valid.

The procedure to buy the DELHIVERY unlisted shares is fairly simple. Once you have settled on the price and quantity of the transaction, you would have to transfer the funds into the bank account of the seller. 

When the funds are transferred and transaction details are shared with the seller, your demat account will be credited with the shares either on the same day of the fund transfer or before the end of the next working day. 

In the secondary market, the transactions related to unlisted shares take place with the existing owners of the shares who are generally the employees or existing investors in the company. The company itself is not directly involved.  

 

The DELHIVERY shares will get credited either the same day or before the end of the next working day when you transfer the funds into our bank account.

 

The minimum lot size varies on the basis of market conditions and demand and supply factors. To know the current lot size for DELHIVERY unlisted shares, please visit the stock page on our website: www.delistedstocks.in  

 

There are many factors which influence the pricing of unlisted shares. Apart from the supply and demand factors, the latest transactions happened on the same stock, last funding round of the company, and valuation level of companies of the similar size affect the pricing of the unlisted shares. 

Before IPO, there is no restriction on sale and transfer of your DELHIVERY unlisted shares. 

But once the shares are listed on the stock exchange, for retail investors, there is a minimum lock-in period 6 months after listing on the stock exchange.  

Once the selling price and quantity of shares is agreed with us, we will provide you with an UTR number to transfer the shares. Once you have transferred the shares into our company’s demat account, funds are released into your bank account within 24 hours or before the end of the next working day of the transfer of the shares. 

 

If your holding period is less than 2 years, then such income is treated as business income and liable to get taxed as per tax slab of the investor. 

If your holding period is more than 2 years, then your profits would be subject to long-term capital gains tax. The current short-term capital gain tax rate is 20% after indexation.

The trading in unlisted shares is governed by Securities & Contract (Regulation) Act, which comes under the preview of SEBI.  The SEBI regulations become applicable when the stocks of the company get listed on the stock exchange. There is a minimum lock-in period of 6 months for pre-IPO investors. 

The major risk associated with investing in unlisted stocks is the liquidity risk. The possible exit route for investors is either to sell to another investor or wait till the company gets listed on the stock exchange. 

Yes, NRI’s can also buy and sell DELHIVERY unlisted shares just like domestic investors. But their investment is on a non-repatriable basis. 

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