Model Portfolio Articles- 2500 items

Due to the cyclical nature of the business of the company, QoQ comparison of revenue is not fruitful as the revenue for Q1 is always lower as compared to Q4.

Company faced supply side challenges due to power shutdown and import for china was closed due to lockdown and major of the port were shutdown in China including Shanghai Port.

Delhivery Ltd is the largest and fastest growing fully-integrated logistics services player in India by revenue. Company provides supply chain solutions to a diverse base of 29282 Active Customers.

Plans remain to strengthen the density in focus cities. The 5 focus cities of the company and adjoining areas bring close to 60% of the total revenue to the company.

Pipeline and order book for Q1FY23 looks strong. The track record for order book execution is 2-3 years.

QoQ decline -On a sequential basis, revenues were down for the quarter by 32.16%. On a sequential basis, there was a sharp fall in the infrastructure projects which almost halved in top line.

The dip in India business is mainly due to considerable decline in Saffola edible oil sales on account of high base & edible oil consumption shifting to economy brand & smaller SKUs due to extremely high inflation. Domestic volume de-grew 6% on account of double digit decline in Saffola Edible oil

Titanium dioxide and monomers are important raw materials for the company. Titanium dioxide prices have corrected 20% from their peak in September 2021. The monomer prices have also started to soften in the last 40 days.

In India chemicals still continue to be the biggest sector, And going forward, the company hopes that pharmaceuticals will also pick up.

ta Coffee reports strong topline and bottomline growth on YoY basis due to improved performance of Eight O' Clock Coffee, superior performance of Instant Coffee business both in India and Vietnam and higher sales realisations in Coffee Plantation business.