Any view on yesterday’s result.. Today the stock has reduced about 8%.The stock down is only because of profit reduction ? but sales rise about 17 % ?
I don’t think the results were very bad to warrant such a sell-off. Except for the integration cost, Delhivery has shown +ve PAT and has considerable growth over Q2 FY 2025.
With the express parcel business back on track, the key monitorable would be how they scale up their Supply chain solutions business from here on.
Discl: Invested from a lower level.