Delhivery Limited (DELHIVERY) Fair Value & Analysis
Industrials · IN · Market cap ₹348B
Fair value as of: Aug 2, 2026
From 21 valuation models · updated 11 days ago
Share price −8.2% over the past month.
A solid business, but screening 88% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (₹59.35). The favourable scenario is already priced in.
- Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (4 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.
How to read this chart
51‑month range ₹240.29 – ₹699.20 · fair‑value band ₹38.06 – ₹59.35 · the ₹470.25 price screens above the ₹54.37 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 2, 2026.
Analysis
Delhivery Limited (DELHIVERY) currently trades at ₹470.25, while our model-based Fair Value estimate is ₹54.37, implying the stock looks roughly 88.4% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Delhivery Limited generated revenue of ₹105B at a net margin of 1.5%. Revenue grew 30.0% year over year. It earns a return on equity of 1.6%. Net debt stands at ₹12.2B. Fundamentals as of Aug 2, 2026
Our scenario range runs from ₹38.06 (bear case) to ₹59.35 (bull case); at ₹470.25, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 4% below its 52-week high and 26% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at -88%, DELHIVERY screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 21 models by family
Widest divergence: Growth DCF (₹200.21) versus Earnings-Based (₹39.29). Highest evidence: Growth DCF (80).
Notify me when DELHIVERY reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 60 · Market factors (momentum, volatility) 60
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Delhivery Limited provides supply chain solutions in India. It offers express parcel services; part truckload services; supply chain services that provide integrated warehousing and transportation services; point-to-point and multi-point full-truckload services; and cross-border services comprising door-to-door and port-to-port parcel and freight shipping …
Full company description
Delhivery Limited provides supply chain solutions in India. It offers express parcel services; part truckload services; supply chain services that provide integrated warehousing and transportation services; point-to-point and multi-point full-truckload services; and cross-border services comprising door-to-door and port-to-port parcel and freight shipping services. The company also provides Delhivery Rapid, a network of shared in-city forward fulfillment centers, as well as Delhivery Direct, an on-demand intra-city pickup and delivery service. In addition, it offers SaaS and data solutions, such as the OS1 platform that provides APIs and SDKs; TransportOne, a transport management system solution; and LocateOne and RTOne data solutions for e-commerce companies. The company provides its services to e-commerce marketplaces, direct-to-consumer e-tailers, enterprises, FMCG, consumer durables, consumer electronics, lifestyle, retail, automotive, and manufacturing industries. Delhivery Limited was incorporated in 2011 and is based in Gurugram, India.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Delhivery Limited reported revenue of ₹105B in FY2026 versus ₹68.8B in FY2022, a compound +11.2%/yr. Reported net income was ₹1.5B in FY2026.
DELHIVERY screens 88% overvalued. Compare with United Parcel Service, Inc →
Peer Group
Integrated Freight & Logistics · 218 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Parcel Service, Inc UPS | $117.72 | $104.58 | -11% |
| FedEx Corporation FDX | $314.69 | $347.68 | +10% |
| Deutsche Post AG DHL | €57.22 | €53.18 | -7% |
| DSV A/S DSV | kr 1,660 | kr 712.57 | -57% |
| Kuehne + Nagel International AG KNIN | CHF 209.90 | CHF 147.92 | -30% |
| J.B. Hunt Transport Services, Inc JBHT | $291.41 | $133.80 | -54% |
| S.F. Holding 002352 | ¥31.91 | ¥48.64 | +52% |
| C.H. Robinson Worldwide, Inc CHRW | $193.50 | $86.56 | -55% |
| Expeditors International of Washington, Inc EXPD | $172.02 | $115.95 | -33% |
| ZTO Express (Cayman) Inc 2057 | HK$185.20 | HK$224.26 | +21% |
Compare Delhivery Limited with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Delhivery Limited (DELHIVERY) overvalued or undervalued?
What is the fair value of DELHIVERY?
What is the quality score of DELHIVERY?
What is the revenue of Delhivery Limited (DELHIVERY)?
What is the net profit margin of DELHIVERY?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Delhivery Limited and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.