Delhivery Shares Drop 6% Following Q2 Loss Announcement and CFO Transition

Published On: 06/11/20252.1 min read

Delhivery, one of India’s leading logistics and supply chain companies, witnessed a notable 6% dip in its shares after announcing a net loss for the second quarter and revealing a change in its Chief Financial Officer (CFO) position. This development has caught the attention of investors and market watchers amid ongoing volatility in the stock markets.

According to the latest financial results, Delhivery reported a net loss amounting to approximately Rs 50 crore in Q2. This loss reflects the challenges the company faced in the quarter, stemming from various operational and economic factors that continue to impact the logistics sector broadly. Despite the loss, Delhivery is focusing on strategic moves to strengthen its position in the competitive market.

Alongside the financial announcement, Delhivery also declared a change in its senior management. Vivek Pabari is set to take over from Amit Agarwal as the new CFO effective January 1, 2026. The transition signals a fresh chapter in the company’s management strategy, with hopes pinned on Pabari’s expertise to steer the financial health of the company more firmly amid fluctuating market conditions.

The announcement of the Q2 loss and the CFO change came at a time when the overall stock market was seeing mixed performances across sectors, with investors wary of both domestic and global economic cues. Delhivery’s shares tumbling 6% reflects investor caution driven largely by short-term economic pressures and operational hurdles.

Delhivery has been actively adapting to a dynamic environment, indicated by recent initiatives such as launching new logistics solutions and optimizing its service network. However, like many players in the logistics space, the company faces cost pressures due to inflation, fuel price fluctuations, and regulatory changes including GST rate adjustments.

Industry experts suggest that while the Q2 loss is a setback, it is not entirely unexpected given the broader market constraints. The appointment of Vivek Pabari as CFO could be a strategic move aimed at navigating financial challenges and unlocking growth opportunities in the long run.

Investors and analysts will be closely monitoring Delhivery’s upcoming earnings reports and management commentary to gauge the company’s turnaround potential. The market will be looking for signs of improved operational efficiency, cost control, and revenue growth to restore confidence.

In summary, Delhivery’s recent quarterly performance and leadership change highlight the complex interplay of market realities faced by logistics companies today. While the 6% share price drop signals immediate concerns, the company’s response and strategic shifts could pave the way for a rebound in investor sentiment as it adapts to a competitive and evolving landscape.

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