Delhivery IPO: Company review in 10 points before applying for the IPO

May 12, 2022

By: bhakti.makwana@timesinternet.in

Credit: BCCL

Delhivery launches ₹5,000 crore IPO

Logistics and supply chain company Delhivery launched its ₹5,235 crore IPO on May 11 which will close on May 13. The price band is set at ₹462-487 per share.

Credit: BCCL

What does the company do?

Delhivery provides a full range of logistics services, including express parcel delivery, heavy goods delivery, PTL freight, TL freight, warehousing, supply chain solutions, and cross-border services among others.

Credit: BCCL

IPO money to be used for acquisitions and expansion

The company proposes to use the IPO proceeds to fund acquisitions and expansion plans, with an eye on future growth.

Credit: BCCL

It is not a profitable firm yet

Delhivery is a loss making firm with FY21 losses at ₹415 crore. On the bright side, the losses have come down by 76 percent from ₹1,783 crore in FY19.

Credit: BCCL

Meaningful growth in service offerings and revenue

The company's active customers grew four times to 16,741 in the last three financial years from 4,867 in FY19 along with good growth in pincode reach and delivery points.

Credit: BCCL

Market volatility impacted the IPO size

The company has reduced its issue size to ₹5,235 crore from ₹7,460 crore earlier, due to volatile market conditions, and competition with the LIC IPO.

Credit: BCCL

Analysts suggest investors to avoid the IPO

Despite an improvement in the revenue, Delhivery is still a loss making firm, disappointing analysts who also believe it’s aggressively priced.

Credit: BCCL

Analysts compare Delhivery to Zomato, Paytm

Analysts at BP Equities peg Delhivery with new age firms like Zomato, Paytm which disappointed investors and wiped out wealth on listing.

Credit: Canva

Grey market indicates a discounted listing

The grey market believes that the stock might list at a discount – below its lower price band of ₹462, due to weak market conditions.

Credit: Pixabay

On day 1, only 22 percent of the issue was subscribed

On the first day of subscription on May 11, 22 percent of the IPO was subscribed. The IPO will close tomorrow on May 13.

Credit: BCCL

L&T, PNB, Hindalco Industries among stocks to watch out for on May 12