Delhivery's Barua dismisses Amazon 3PL push as 'old wrapper', sees no XpressBees edge

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).

Delhivery CEO Sahil Barua calls Amazon's India 3PL push repackaged, sees no XpressBees edge as Q4 revenue rises 30% to Rs 2,850 cr.

Entrackr · Newsletter · 5/18/2026, 9:52:52 AM · Ask about this →

Delhivery + Amazon + Blue Dart + Ecom Express + Shadowfax + Xpressbees +