Delhivery Ltd Q4 2023 Earnings Call Transcript - Thomson StreetEvents

Delhivery Ltd Q4 2023 Earnings Call Transcript

Delhivery Ltd Q4 2023 Earnings Call Transcript - Thomson StreetEvents
Delhivery Ltd Q4 2023 Earnings Call Transcript
Published May 20, 2023
24 pages (15948 words) — Published May 20, 2023
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About This Report

  
Abstract:

Edited Transcript of DELH.NS earnings conference call or presentation 20-May-23 10:30am GMT

  
Brief Excerpt:

...Good afternoon, everyone. Good day, and welcome to Q4 FY '23 Earnings Conference Call of Delhivery Limited hosted by Citi Research. This is Vijit Jain. So before we start Delhivery would like to point out that some of the statements made in today's call may be forward looking in nature and a disclaimer to this effect has been included in the earnings presentation shared with you earlier. Kindly note that this call is meant for investors and analysts only. If there are any representatives from the media, they're requested to drop off this call immediately. To discuss the results, I'm pleased to welcome Mr. Sahil Barua, the MD and CEO; Mr. Sandeep Barasia, ED and Chief Business Officer; Mr. Amit Agarwal, Chief Financial Officer; and Mr. Varun Bakshi, the Head of Investor Relations. (Operator Instructions) I thank the management team for providing us the opportunity to host this call, and I invite Mr. Sahil Barua to take us through the key highlights of the quarter, post which we will open...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Delhivery Ltd
Ticker
DELH.NS
Time
10:30am GMT
Format:
PDF Adobe Acrobat
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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: Abhijit Mitra - ICICI Securities Limited, Research Division - Analyst : Yes. I hope I'm audible.

Question: Abhijit Mitra - ICICI Securities Limited, Research Division - Analyst : Yes, I might have missed this point earlier, but the drop in PTL realization is almost 4% Q-on-Q. What are the factors behind that? Because I see some of the other peers also reporting 4%, 5% sequential drop. So is it because the raw material or the ingredient costs have not reduced for the industry, per se? So how to look at this reduction?

Question: Abhijit Mitra - ICICI Securities Limited, Research Division - Analyst : Got it, got it. That's helpful. Second question is, regarding your unbilled receivables, again, this is the guess by looking at your other financial assets, it seems to have gone up significantly. And if I add, again, estimated number of unbilled receivables and receivables, the days as a percent -- as the ratio of sales seems to have jumped a lot in this year. How to look at that?

Table Of Contents

Delhivery Ltd Q2 2025 Earnings Call Transcript – 2024-11-14 – US$ 54.00 – Edited Transcript of DELH.NS earnings conference call or presentation 14-Nov-24 12:30pm GMT

Delhivery Ltd Q1 2025 Earnings Call Transcript – 2024-08-02 – US$ 54.00 – Edited Transcript of DELH.NS earnings conference call or presentation 2-Aug-24 12:30pm GMT

Full Year 2024 Delhivery Ltd Earnings Call Transcript – 2024-05-17 – US$ 54.00 – Edited Transcript of DELH.NS earnings conference call or presentation 17-May-24 12:30pm GMT

Delhivery Ltd Q2 2024 Earnings Call Transcript – 2023-11-04 – US$ 54.00 – Edited Transcript of DELH.NS earnings conference call or presentation 4-Nov-23 11:30am GMT

Delhivery Ltd Q1 2024 Earnings Call Transcript – 2023-08-05 – US$ 54.00 – Edited Transcript of DELH.NS earnings conference call or presentation 5-Aug-23 10:30am GMT

Delhivery Ltd Q3 2023 Earnings Call Transcript – 2023-02-11 – US$ 54.00 – Edited Transcript of DELH.NS earnings conference call or presentation 11-Feb-23 10:30am GMT

Delhivery Ltd Q2 2023 Earnings Call Transcript – 2022-11-14 – US$ 54.00 – Edited Transcript of DELH.NS earnings conference call or presentation 14-Nov-22 11:00am GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Delhivery Ltd Q4 2023 Earnings Call Transcript" May 20, 2023. Alacra Store. May 02, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2023-Delhivery-Ltd-Earnings-Call-T15601945>
  
APA:
Thomson StreetEvents. (2023). Delhivery Ltd Q4 2023 Earnings Call Transcript May 20, 2023. New York, NY: Alacra Store. Retrieved May 02, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2023-Delhivery-Ltd-Earnings-Call-T15601945>
  
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