CEO Sahil Barua argues captive networks deprioritise third-party shipments and run costlier, dismissing Amazon's India 3PL expansion as repackaged. Delhivery posted Q4 FY26 revenue of Rs 2,850 cr (+30% YoY) and Rs 72 cr profit; shares fell 4% to Rs 456, valuing it at Rs 34,175 cr (~$3.7B).

Entrackr · Newsletter · 5/18/2026, 9:52:52 AM

Vertex Ventures is steering its $540M fifth fund toward semiconductors, robotics and batteries, writing $2-10M cheques for 15-20% stakes. Meanwhile, consumer bets are harvesting: Kuku FM targets a $200M IPO this year and beauty brand Pilgrim is IPO-ready within 24 months, signaling a maturing exit window for India's D2C cohort.

Mint · Companies · 5/15/2026, 12:08:17 PM