Delhivery leans on network scale and EV expansion to counter captive logistics rivals
CEO Sahil Barua says Delhivery’s low-cost national network, freight and warehousing push, and EV fleet expansion will help defend against in-house e-commerce logistics. Fuel-indexed contracts may lag cost increases by up to two quarters.
Delhivery CEO Sahil Barua said its low-cost nationwide network shields it from captive e-commerce logistics rivals. The company is expanding into freight, warehousing and technology, while fuel-indexed contracts, larger trucks and a rapidly expanded EV fleet limit fuel-inflation margin risk.