My personal experience – I ordered via jiomart and it was delivered by Delhivery. Because of a size issue, I placed a return order within 10 mins of delivery. Generally, with Amazon/Flipkart, it is picked the next day/few days in case of Flipkart. With Delhivery, he picked up within the next 5-10 mins. I asked the delivery boy and he said he got an alert – that talks about technology use.
Having said that, Delhivery always had FII investment. With the last month FII selling and the lower reported numbers from consumption/industrial, expect weak set of Sep Qrtr numbers. This should pick up in Q3 for e-commerce/PTL. Supply chain services is also a growing area. Overall, good managements – waiting to hear Q2 company concall.
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