Delhivery majorly depends on few ecom players for its express parcel business. I already mentioned in my previous post, how the other two ecom players are entering this space, which would dampen’s delhivery’s growth.
Below is a classic example, of how another ecom player with 100% of logistics outsourced is seeing the future:
Link
This will result in a price war atleast in the mid mile. Delhivery may still be competitive in the first and last mile, but in the mid mile space expect a lot of players with spare capacity.
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