Delhivery shares jump 9.5% after Q2 results; JPMorgan, Jefferies, Kotak, Citi maintain buy calls

Delhivery, India's largest integrated logistics and express parcel operator, saw its shares rise 9.5% following the release of its second-quarter results, with brokerages including JPMorgan, Jefferies, Kotak Institutional Equities and Citi reiterating their buy recommendations. The move reflects an equity re-rating channel: a positive earnings surprise shifts investor expectations for near-term margins and volume growth, drawing risk-appetite-driven inflows into a stock that had been trading on a weaker outlook. Analyst consensus maintained at buy strengthens the signalling effect, since sell-side endorsement after a results print tends to anchor institutional positioning and reduce downside skepticism. The exposure is concentrated in Delhivery itself and in Indian logistics and e-commerce-linked names, where sensitivity to parcel volumes and fulfilment costs drives correlated repricing. JPMorgan, as the assets flagged, is relevant as a foreign brokerage whose maintained rating influences global institutional flows into Indian mid-cap industrials. Traders should watch the next quarterly volume and yield-per-shipment disclosures

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