Delhivery Limited has announced a significant expansion of its international logistics capabilities with the launch of affordable Economy Air Parcel Service to three major markets. The company disclosed this development through a regulatory filing under Regulation 30 of SEBI regulations, marking a strategic milestone in its international operations.

Service Expansion Details

The expansion covers three key international markets, strategically selected to align with India's evolving trade relationships:

Strategic Market Timing

The service launch is strategically positioned to capitalize on transformative developments in Indian foreign trade. The expansion coincides with the expected implementation of the India-UK Free Trade Agreement in the coming months, alongside ongoing trade negotiations with Canada and Australia. This timing creates enhanced opportunities for Indian exporters to access these markets with reduced barriers.

The service specifically targets Indian MSMEs and enterprise exporters shipping to consumers in these large markets. Key export categories expected to benefit include apparel, handicrafts, and electronics, which are anticipated to see significant growth under the new trade agreements.

Technology-Enabled Features

Delhivery International provides comprehensive logistics solutions through its technology platform:

Jidesh Haridas, Senior Vice President & Head, International, Delhivery, emphasized the service's role in addressing MSME challenges: "While policy changes lower the entry barriers, MSMEs still face a hurdle of complex documentation and high shipping costs. Delhivery International provides a tech-enabled solution that simplifies shipping and documentation, ensuring 'Make in India' products reach global markets more efficiently."

Market Response and Growth

Since the December 2025 launch of services to the USA, Delhivery International has generated significant interest from its existing client base. The company serves hundreds of e-commerce sellers as well as traditional exporters, leveraging its domestic infrastructure to connect India's Tier 2 and Tier 3 cities to major international hubs.

Future Expansion Plans

This expansion represents part of a broader international growth strategy, with the company planning a series of corridor launches throughout 2026. The systematic approach to scaling international logistics capabilities demonstrates Delhivery's commitment to supporting Indian exporters' global reach.

Company Background

Delhivery operates as India's largest logistics services provider, serving over 51,000 clients across multiple service categories including e-commerce and express parcel transportation, on-demand logistics, freight services, warehousing and supply chain solutions, and data services with warehouse and transportation management systems.

Delhivery Limited has informed stock exchanges about a significant GST order received by its subsidiary Ecom Express Limited, involving a total demand of over ₹1.67 crore for the financial year 2019-20. The disclosure was made pursuant to Regulation 30 of the SEBI Listing Regulations on March 17, 2026.

GST Order Details

Ecom Express Limited received an order dated March 16, 2026, from the Office of the Deputy Commissioner, Lucknow, Uttar Pradesh, under Section 74 of the Central Goods and Services Tax Act, 2017 and the Uttar Pradesh Goods and Services Tax Act, 2017.

Nature of Violation

The GST demand has been raised on account of disallowance of input tax credit for the financial year 2019-20. The order was passed under the provisions of both central and state GST laws, indicating potential issues with the subsidiary's tax credit claims during that period.

Company's Response and Impact

Ecom Express Limited plans to file an appeal against the order with the appropriate appellate authority. The company has assessed that there will be no material impact on the financials, operations, or other activities of both Ecom Express and Delhivery Limited.

Regulatory Compliance

The disclosure was made by Company Secretary and Compliance Officer Madhulika Rawat in compliance with SEBI Listing Regulations. The information has also been hosted on the company's website at www.delhivery.com as part of transparency requirements.

This development represents a regulatory challenge for Delhivery's subsidiary, though the company maintains confidence in its position through the planned appeal process.