Thanks for summarising this.
I’m particularly quite excited about the platform OS1 which can be the real game changer. This will make Delhivery a logistics Saas company whose growth as well as profit potential will be much higher. They have been working on this for last 3+ years and seems like the full stack launch is still 3-4 quarters away.
If they are able to execute it well, this can be like what AWS is for Amazon.
Currently, it’s mentioned in the corners of the annual report. Hoping to see this occupy the main spaces in their reports in another year or so.
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