Delhivery is building drones, and there is nothing abt this on internet and media - Imagine that!

- I was researching on the company and learned that in July 2024, Delhivery quietly incorporated a subsidiary: Delhivery Robotics India Private Limited.

- The core business purpose was explicitly defined as "Manufacturing of Drones and Freight Air Transport services"

This is a massive signal. They are moving beyond just software and road transport ops into hard manufacturing.

This is a capital-intensive, and basis the success of it, high-tech play could separate the company from every other low-margin road logistics player in the country.

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And see, this is important for another reason.

Usually, logistics companies are asset-light. They rent planes, lease trucks, and rely on others.

Therefore, the decision to develop drones is quite a significant one. Based on what I could gather from their annual or quarterly reports and conference calls, they are actively working to make this venture succeed.

- They have completed the second prototype of their heavy-lift drone.

- Flight trials have been carried out in India and the US.

This demonstrates that the technology is already being tested, and by owning the IP and manufacturing capabilities, they can eliminate the need for costly third-party air cargo carriers.

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But, the strategic alpha is "Dual-Use" capability.

I mean, this pivot obviously isn't just about delivering shoes or phones faster to a pincode in Bihar. It is about the monetisation of Drone-as-a-Service (DaaS).

Once you master heavy-lift drone tech (which they are indeed working on), the use cases explode beyond e-commerce. We are talking about:

- Mining operations (transporting samples/tools)

- Agriculture surveillance

- Critical infrastructure monitoring

- And the big one: DEFENSE.

This "dual-use" nature of their tech positions them to bid for massive Govt and industrial contracts.

Crazy, no? Plus, zero media coverage on any of this? Strange, isn’t it?