Investor Presentation for the "Earning Conference Call" scheduled to be held on August 8, 2026

Date: August 08, 2026 BSE Limited National Stock Exchange of India Phiroze Jeejeebhoy Towers, Limited Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Mumbai – 400 001 India Bandra (E), Mumbai – 400 051 India Scrip Code: 543529 Symbol: DELHIVERY Sub: Investor Presentation for the ‘Earnings Conference Call’ scheduled to be held on August 08, 2026, by Delhivery Limited (‘the Company’) Dear Sir/ Madam, In furtherance to our earlier communication dated July 31, 2026 w.r.t. Earnings Conference Call and pursuant to the provisions of Regulation 30 and 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of the Investor Presentation, on Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended June 30, 2026, proposed to be presented by the Company at the upcoming Earnings Conference Call scheduled to be held today, i.e., Saturday, August 08, 2026, at 06:00 P.M. (IST). This presentation will also be hosted on the Company’s website at www.delhivery.com. You are requested to take the same on your record. Thank you. Yours sincerely, For Delhivery Limited Madhulika Rawat Company Secretary & Compliance Officer Membership No: F8765 Encl.: As above Earnings Presentation Q1FY27 Safe harbour and disclaimer This Presentation is prepared by Delhivery Limited (“Company”) and is for information purposes only without regards to specific objectives, financial situations or needs of any particular person and nothing in it shall be construed as an invitation, offer, solicitation, recommendation or advertisement in respect of the purchase or sale of any securities of the Company or any affiliates in any jurisdiction or as an inducement to enter into investment activity and no part of it shall form the basis of or be relied upon in connection with any contract or commitment or investment decision whatsoever . This Presentation does not take into account, nor does it provide any tax, legal or investment advice or opinion regarding the specific investment objectives or financial situation of any person . This Presentation and its contents are confidential and proprietary to the Company and/or its affiliates and no part of it or its subject matter be used, reproduced, copied, distributed, shared, or disseminated, directly or indirectly, to any other person or published in whole or in part for any purpose, in any manner whatsoever . Certain statements in this communication may be ‘forward looking statements’ within the meaning of applicable laws and regulations . These forward -looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward -looking statements . Important developments that could affect the Company’s operations include changes in the industry structure, significant changes in political and economic environment in India and overseas, tax laws, labour laws, import duties, litigation and labour relations etc. Investment in equity and equity related securities involve a degree of risk and investors should not invest any funds in this Company without necessary diligence and relying on their own examination of Delhivery Limited along with the equity investment risk which doesn't guarantee capital protection . Q1FY27 financial highlights Continued growth momentum 322 Mn 542K MT ₹2,931 Cr Express parcel shipments PTL freight tonnage Revenue from services YoY: 55.2% / QoQ: 5.2% YoY: 18.4% / QoQ: (1.4%) YoY: 27.8% / QoQ: 2.9% ₹3,045 Cr ₹156 Cr / 5.3% ₹62Cr / 2.0% Total income EBITDA / EBITDA margin PAT / PAT margin(1) YoY: 25.6% / QoQ: 5.1% Q1FY26: ₹149 Cr / 6.5% Q1FY26: ₹91 Cr / 3.8% Q4FY26: ₹231 Cr / 8.1% Q4FY26: ₹87 Cr / 3.0% Note: Excludes impact of Ecom Express related integration cost 1 1) Prior to exceptional items Q1FY27 t ransport highlights Continued growth momentum Transport (Express+ PTL) Express parcel shipments Express parcel revenue revenue (₹ Cr) (Mn) (₹ Cr) YoY: 30.9% YoY: 55.2% YoY: 33.2 % 1,869 2,502 322 1,403 1,912 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Transport (Express + PTL) PTL freight tonnage PTL freight revenue Adj. EBITDA (1)(2) (₹ Cr,%) (‘000 MT) (₹ Cr) 5.3% 5.1% YoY: 18.4% YoY: 24.5% 128 542 508 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 1) Excludes impact of Ecom Express acquisition 2) Transport adjusted EBITDA = Transport Service EBITDA –Allocable corporate overheads 2 Service line - wise profitability ₹ Cr Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 FY25 FY26 Transport (Express + PTL) Revenue 1,912 2,157 2,417 2,453 2,502 7,207 8,939 Adjusted EBITDA 102 87 177 194 128 264 561 % margin 5.3% 4.1% 7.3% 7.9% 5.1% 3.7% 6.3% Supply Chain Services Revenue 205 170 171 185 199 907 729 Adjusted EBITDA (3) 3 2 (1) (8) (64) (4) 0 % margin (1.4%) 1.6% 1.1% (0.7%) (4.1%) (7.1%) 0.0% Others (1) Revenue 174 209 197 191 197 816 770 Adjusted EBITDA (10) 8 (11) (15) (12) (46) (28) New initiatives (2) Revenue 4 10 13 20 32 1 47 Adjusted EBITDA (14) (15) (20) (26) (32) (6) (76) Overall Revenue 2,294 2,546 2,798 2,848 2,931 8,932 10,486 Adjusted EBITDA (3) 75 83 147 151 76 148 457 % margin 3.3% 3.3% 5.3% 5.3% 2.6% 1.7% 4.4% Note: Adjusted EBITDA = Service EBITDA –Corporate overheads allocable to respective services 1) Others includes Full truckload and Cross border 2) New Initiatives includes Delhivery Local, Rapid and Financial services 3) Excludes impact of Ecom Express integration costs –₹90 Cr for Q2FY26, ₹35 Cr for Q3FY26, ₹22 Cr for Q4FY26 , ₹17 Cr for Q1FY27 and ₹148 Cr for FY26 4) One-time impact of provisions on account of contractual matters Note: Due to rounding off, totals may not correspond with the sum of individual figures Quarterly Income Statement ₹ Cr Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 (mgt. est.) (1) (mgt. est.) (1) Income Revenue from services 2,294 2,850 2,931 2,848 2,931 Other income 130 59 114 48 114 Total income 2,424 2,909 3,045 2,897 3,045 Expense Total freight, handling and servicing costs 1,638 2,006 2,152 1,995 2,151 Employee benefit expense 353 417 429 411 428 Employee benefit expense excl. share based payments 331 390 403 385 402 Employee benefit expense: share based payments 22 26 26 26 26 Other expenses 155 214 207 211 195 Finance costs 34 34 34 33 33 Lease liabilities 33 34 33 32 32 Other than lease liabilities 1 0 0 1 0 Depreciation and amortisation expense 147 183 189 174 175 Property, plant and equipment 60 82 89 84 83 Right-of-use assets 80 87 87 83 85 Amortization of intangible assets 8 14 13 8 6 Total expenses 2,327 2,853 3,012 2,824 2,981 Profit before exceptional items, share of profit / (loss) of associate and tax 97 56 33 73 63 Share of profit / (loss) of associate (net) (8) 9 (3) 9 (3) Tax expense / (credit) (1) (5) (2) (5) (2) Profit after tax before exceptional items 91 71 32 87 62 Exceptional items - 1 - 1 - Profit after tax 91 72 32 89 62 1) Excludes impact of Ecom Express related integration cost Note: Due to rounding off, totals may not correspond with the sum of individual figures Appendix Key operational metrics At the end of / for the period Q1FY26 Q4FY26 Q1FY27 Pin-code (1) 18,857 18,830 18,810 Countries and territories served (2) 220+ 220+ 220+ No. of active customers (3) 43,022 52,226 54,096 Infrastructure (in million sqft) 20.4 22.9 23.3 Gateways 119 129 136 Automated sort centres 45 47 48 Sorters count 64 73 73 Freight service centres 125 140 141 Processing centres 161 158 157 Express delivery centres 3,607 4,088 4,266 Partner centres 853 760 694 Team size (4) 65,849 73,477 75,074 Partner agents (5) 52,225 71,362 82,768 Fleet size –daily average 17,509 20,160 20,663 1) Number of unique pin -codes out of 19,500 pin -codes as per India Post on which at least one shipment was delivered 4) Includes permanent employees and contractual workers (excluding partner agents, daily wage manpower and security during the period guards) as of the last day of the relevant period 2) Through Delhivery and partne [Showing first 8,000 characters — download PDF for full document]