Divi's and Delhivery gain up to 11%; Here's how market guru Anil Singhvi views companies' earnings

Delhivery and Divi's lab delivered a major positive surprise to its investors this week. Both companies previously criticised for their mounting losses and high cash burn, have posted their first-ever full-year profit. This turnaround sparked a sharp rally in the stocks, which surged nearly 12 per cent 6 per cent on May 19 to hit the upper circuit on the BSE.

Market expert and Zee Business Managing Editor Anil Singhvi has given a big thumbs up to Divi’s Laboratories and Delhivery Ltd. following their Q4 FY25 results, which he called a “strong beat on estimates.” With both companies delivering solid numbers, Singhvi believes these stocks are poised for more upside.

Divi’s Laboratories: Margins expand, profits soar

Divi’s Labs reported a 12.3 per cent year-on-year increase in revenue in Q4 FY25, along with a robust twenty-three per cent growth in Profit After Tax (PAT) — a clear indicator of improved operational efficiency and demand strength.

One of the standout numbers was EBITDA, which came in at Rs 886 crore, marking a 21.2 per cent jump compared to the same period last year. Margins were also healthy, expanding from 31.7 per cent to 34.3 per cent.

Anil Singhvi praised the pharmaceutical major’s silent but consistent execution. “Companies like Divi’s don’t talk much, but they let their numbers do the talking. This is a quiet performer,” Singhvi said.

Looking ahead, Divi’s has guided for double-digit revenue growth in FY26, suggesting that the growth trajectory remains intact. Singhvi also expressed confidence that Divi’s stock could eventually reach a five-digit level, citing the company’s strong fundamentals and margin profile.

Anil Singhvi on Delhivery

Logistics and e-commerce infrastructure company Delhivery Ltd. surprised the Street with a solid performance, marking a turnaround from loss to profit in Q4.

Revenue rose nine per cent year-on-year, and the company posted a PAT of Rs 72.56 crore — a sharp reversal from a loss of Rs 68.5 crore in the same quarter last year. The biggest highlight, however, was the 159 per cent jump in EBITDA, which came in at Rs 119 crore compared to Rs 45.9 crore a year ago.

Singhvi noted that the operational strength was particularly impressive, and said that Delhivery is now positioned to attract more investor interest. “From loss to profit, and with a margin jump, this is a clear sign that Delhivery has entered a new phase of growth,” he said.

High potential stocks for FY26

With strong results from both companies, Singhvi sees high beta potential in these counters. Divi’s Labs continues to dominate with stable margins and clean execution, while Delhivery has impressed with its operational comeback.

“These are stocks to watch,” Singhvi emphasized, adding that both could show strong upside movement in the coming quarters.