Delhivery

We are back with our second episode of Disruption Diaries, where we will deep dive on Delhivery, a disruptor company to the age old logistics business. From its founding in 2011 to becoming a $3 billion company and a market leader in the logistics space in India, where 1 in every 4 e-comm parcels are handled by Delhivery. Their vision is to be the "Operating System for Commerce."Broadly, in this episode, we deep dive on - Why is logistics important, - The founding story of Delhivery- Its business model and key products- The mesh network (vs hub and spoke) that sets them apart from competitors - Its financial performance and - What lies ahead for this companyHope you enjoy this. And, do let us know your suggestions on what other companies you would like us to coverKey timestamps for each major topic0:00 – IntroductionHosts (Shantanu & Jeenal) introduce themselves and the Delhivery episode.2:00 – Logistics industry context & importanceHow logistics contributes to GDP, the government’s targets, and India’s logistics cost.4:00 – Fragmentation and opportunity in Indian logisticsDiscussion of the unorganized sector, growth rates, and potential for organized players.6:00 – Delhivery’s founding storyOrigin in 2011 as a hyperlocal express service; founding team backgrounds (Sahil Barua, Mohit Tandan, Bhavesh Manglani, Surat Saharan, Kapil Bharti).11:00 – Delhivery’s business model and scaleFully integrated logistics, service reach (18,700 pin codes), “operating system for commerce”, and vision.14:00 – Key revenue streams & productsParcel/courier business (60%+ revenue), daily order volumes, part truck load, full truck load, supply chain solutions.18:00 – Growth opportunitiesWarehousing, cross-border logistics, reverse logistics, and the “fulfilled by Delhivery” analogy.23:00 – Cash flow challenges, payment cycleCredit terms with partners vs. clients, negative cash flows, and strategy for market share.26:00 – What sets Delhivery apartShift from hub-and-spoke to mesh network, technology focus, autonomous robotics in warehouses, investment in drones.30:00 – Spoton acquisition and integration2021 Spoton merger, synergy and challenges, impact on part truck load segment.32:00 – Rivigo vs. DelhiveryBusiness model and strategic differences: asset-heavy vs. asset-light, leadership stability, funding/dilution, last-mile “mesh” advantage.35:00 – Financials and profitabilityShift to profitability, revenue growth, improvement in customer concentration risk.38:00 – Current and future challengesCompetition from in-house logistics (Amazon/Flipkart), quick commerce, customer concentration, market risks, and cloud warehousing.42:00 – Technology trends and future opportunitiesCloud warehousing, making warehousing a variable cost, elastic demand fulfillment.44:00 – Sustainability and EVsRole of electric vehicles in logistics, cost savings, current barriers in “middle mile”.47:00 – Further opportunitiesQuick commerce as a service, regional/national shipping, “Delhivery One” platform as a tech enabler.50:00 – Closing thoughtsWhy Delhivery is strongly positioned, final host impressions, request for listener suggestions

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