In response to India’s growing appetite for quick commerce and same-day delivery, Delhivery has stepped into the hyperlocal logistics arena with the launch of Delhivery Direct, its new on-demand delivery platform. With rapid urban consumer shifts and increasing expectations for instant gratification, Delhivery’s move marks a strategic pivot beyond its core B2B2C logistics framework into the direct-to-consumer (D2C) battleground.
Moving Where the Market Is
Delhivery Direct promises 15-minute pickup windows for hyperlocal shipments—serving both personal and business needs—through two-wheelers for small parcels and larger vehicles for bulkier deliveries. Now live in NCR and Bengaluru, the service will expand rapidly to other metros. The company is targeting 18,000 pin codes, directly competing with Porter, Uber, Rapido, Borzo, and Shiprocket Quick.
While others like Blitz and Zippee have been fine-tuning hyperlocal deliveries for years, Delhivery’s aggressive foray follows the acquisition of Ecom Express for $165 Mn, a deal that boosted investor confidence and pushed the stock up by 41% in April 2025.
Profit Meets Pressure
After four straight quarters of profitability and a Q4 FY25 net profit of ₹72.6 Cr, Delhivery is under pressure to sustain margins in a low-margin, high-burn space. With competition from Uber Courier XL, Shiprocket Quick, and potentially Zomato or Swiggy’s delivery fleets, Delhivery’s challenge lies in balancing innovation and cash flow.
The success of Delhivery Direct will hinge on scaling quickly, minimizing costs, and possibly acquiring smaller players for faster market penetration. Whether it can translate its B2B logistics strength into D2C dominance remains to be seen.