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Delhivery’s ₹1,400 crore purchase of Ecom Express in July has further lifted volumes during the festival period and strengthened its market position.
4 min read Last Updated : Oct 12 2025 | 10:49 PM IST
The surge in e-commerce transactions during the festival season is proving a tailwind for logistics companies and should be reflected in stronger 2025-26 (FY26) July–September quarter (Q2) results. The pickup in deliveries is lifting volumes, while higher operating leverage could improve margins. Among the key beneficiaries is Delhivery, India’s largest third-party express parcel logistics firm, with a market share of over 20 per cent.
The company recently said it handled a record 104.4 million e-commerce and freight shipments in its transport network and moved goods worth ₹19,500 crore in the first phase (September) of the festival period.
ICICI Securities, after