The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Aditya Suresh - Macquarie Capital - Analyst
: Sachin Salgaonkar.
Question: Aditya Suresh - Macquarie Capital - Analyst
: Vijit Jain.
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AUGUST 02, 2024 / 12:30PM, DELH.NS - Q1 2025 Delhivery Ltd Earnings Call
Question: Aditya Suresh - Macquarie Capital - Analyst
: Vijit, sorry to interrupt you (multiple speakers)--
Question: Aditya Suresh - Macquarie Capital - Analyst
: Gaurav Rateria.
Question: Aditya Suresh - Macquarie Capital - Analyst
: Sachin Dixit.
Unidentified Participant_1
Yes, hi. This is [Abhishek Banerjee].
Quickly on the question of quick commerce stores -- I mean of entering the quick commerce market, so the dark store network that -- see Zomato
is not talking about, it is about 2,000 dark stores by the end of FY26, right? So -- and you -- yourself spoke about the density that you need of your
store network in order to meet the -- make the unit metrics work. So if I think that you will build as denser network as say one of these people, then
you are basically having to build about minimum 1,000 dark stores over the next couple of years. And even if I take a CapEx cost of about INR1
crore, that means another addition (multiple speakers)--
Question: Aditya Suresh - Macquarie Capital - Analyst
: Sachin Dixit.
Question: Aditya Suresh - Macquarie Capital - Analyst
: Aditya Bhartia.
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AUGUST 02, 2024 / 12:30PM, DELH.NS - Q1 2025 Delhivery Ltd Earnings Call
Question: Aditya Suresh - Macquarie Capital - Analyst
: Mukesh Saraf.
Question: Aditya Suresh - Macquarie Capital - Analyst
: Manjeet Buaria.
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AUGUST 02, 2024 / 12:30PM, DELH.NS - Q1 2025 Delhivery Ltd Earnings Call
Question: Aditya Suresh - Macquarie Capital - Analyst
: Achal Lohade.
Question: Aditya Suresh - Macquarie Capital - Analyst
: Sahil, before we conclude the call from Macquarie, maybe I'll just ask you two questions, please.
The first is on the part truckload business, you've been constructive on the formalization opportunity. You spoke about impressive growth this
year. Maybe if you can just run through your thesis here again.
Question: Aditya Suresh - Macquarie Capital - Analyst
: And the (technical difficulty) question, Sahil, was that on freight cost in the fact that really this is integrated networks, so freight costs have declined
about 180, 190 basis points year on year. It's down again about 50 basis points sequentially as measured against revenue. As you scale your PTL
business, we'll see how the express parcel business shapes up. But should we expect further scale benefits here as you ramp up?
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AUGUST 02, 2024 / 12:30PM, DELH.NS - Q1 2025 Delhivery Ltd Earnings Call
Question: Aditya Suresh - Macquarie Capital - Analyst
: Thanks again. Are you able to provide guidance here whether service EBITDA margin level or any of the margin lines?
Question: Aditya Suresh - Macquarie Capital - Analyst
: Fantastic.
Sahil, I don't see any other questions in queue. If you had any closing remarks, please?
Question: Aditya Suresh - Macquarie Capital - Analyst
: Thank you. All the best.
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