Put yourselves in the shoes of Delhivery. What do you do when quick commerce and hyperlocal deliveries become the norm for most of India’s online shoppers? You move where the customers are going.

And that’s why, this week Delhivery did something that many think was a logical move, just a reaction to how the market is moving.

The listed logistics major entered the on-demand transportation and delivery services for both businesses and consumers with a new app, Delhivery Direct.

Under this, Delhivery will offer pickups within 15-minutes of booking for local deliveries using two-wheelers for parcels as well as three and four wheeler vehicles for larger consignments.

Taking on the likes of Pidge, Porter, Uber, Rapido, Borzo and others, Delhivery is targeting customers in 18,000 postal codes for intercity shipments of small and large parcels

After the Q4 FY25 results, Delhivery MD and CEO Sahil Barua had announced a pilot in Ahmedabad “We are now fully live with Delhivery Direct across NCR and Bengaluru – two of the largest markets for on-demand intracity service in India and will rapidly expand to key metros,” he added this week.

Delhivery is targeting the SME ecosystem, but the app is also available for consumers for personal parcels and not just for business deliveries. This is distinctly different from Delhivery’s previous core B2B2C model. In some ways, Delhivery is playing in a D2C territory that it’s not entirely familiar with.

A New Dawn At Delhivery

Coming hot on the heels of its acquisition of Ecom Express for $165 Mn (about INR 1,407 Cr), Delhivery’s new Direct app further thrusts it into the public limelight as now the company would be targeting consumers as well.

Although it was still in its pilot phase in the previous quarter, Barua said the addition of the new vertical brought growth in Delhivery’s partial truck load (PTL) service. Delhivery closed the fiscal year FY25 registering profits in all four quarters. In Q4 FY25, the company reported a consolidated net profit of INR 72.6 Cr and operating revenue grew 6% to INR 2,191.6 Cr in Q4 FY25 from INR 2,075.5 Cr in the year-ago quarter.

Delhivery’s entry into the........

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