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ICICI Securities Report
We hosted Ajith Pai, COO of Delhivery for a fireside chat.
Delhivery's journey has been characterised by constant drive to improve supply-chain efficiencies through better aggregation of data, refined choices of network, drive viability of service offerings while making yields competitive and trying to stay asset-light.
One of the significant takeaways was the possible flexibility of network choices, driven by technology investments.
Fixed networks, without recognising the demand pattern increases the scope of disruption.
Express/less than truckload industry is yet to experience any meaningful investments from incumbents towards the same.
Has technology really allowed to overcome the issue of low country transaction density and self-logistics of large e-commerce players and paved way for a profitable mix of B2B and B2C across first mile, line haul and last mile - Delhivery believes so.
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