そうなんだ！4人集めるのは大変なので3PLのつもりで人を集めようかと思います…………(弱気)

3PLですが後から4PL版も出たので、どちらでも大丈夫とされる

3PL合わせ立ち絵

童話系だ〜ｯｯ たのしそう！ただあの本当に日程が、来年とかになりかねないため　それでも許されるなら…ですが…😭😭　 3PLに飢えているためもしかしたらいずれ靴を舐めるにまいるかもしれません👟💋

────────ஜ۩۞۩ஜ──────── 𝒞ℴ𝒞𝟔『オプソフォビア・ランド』 🎡遊園地×人外🎠 ✧3PL ✧新規限定 ✧ドリームランドの遊園地のキャストになって、人間のお客様をお迎えするシナリオ 「ずっとここに居たっていいのにね」 #ポトラ企画シナリオ告知2026

📈 Earnings Deep Dive, Delhivery Ltd #Q4FY26 #Nifty #DELHIVERY Delhivery achieves profitability and ₹10,000 crore revenue in FY26, delivers a billion parcels! 🚀💰 A deep dive into their Q4 FY26 Concall ⬇️ Delhivery Ltd marked a significant FY26, crossing ₹10,000 crore in revenue from services and delivering over a billion parcels, alongside 2 million metric tons of freight in PTL. Q4 also saw strong sequential growth in Express volumes. The company achieved a notable turnaround in profitability, with FY26 adjusted EBITDA reaching 7.3% (₹764 crore) and PAT at ₹347 crore. Critically, it became free cash flow positive with ₹89 crore, a year ahead of its initial target. This robust performance, coupled with a strong balance sheet of over ₹4,500 crore in cash, positions Delhivery for disciplined reinvestment into new growth pillars while maintaining capital efficiency and improving returns on invested capital. 🔹 Outlook & Guidance 🎯💡 - Management anticipates e-commerce industry growth of 15-20% in the medium term. - The competitive landscape is seen as more rational, favoring scaled 3PL providers over 1PL. - SCS projects must pass an internal hurdle rate, ensuring margin-accretive growth. - Capex intensity is projected to remain low at around 4%, with AI/robotics not altering this trajectory. - Transport ROIC is targeted to reach 25% driven by profitability improvement towards 10% adjusted EBITDA. - Significant investment of ₹130–160 crore is planned for FY27 into new growth pillars, notably intracity logistics. 🔹 Q4 Performance Highlights 📊💰 - FY26 revenue from services reached ₹10,486 crore, with Q4 contributing ₹2,848 crore. - The company delivered over a billion parcels in FY26, with Q4 Express volumes at 306 million parcels. - PTL freight volumes hit 2 million metric tons in FY26, and Q4 saw ~549k tons, reflecting 20% growth. - FY26 adjusted EBITDA stood at 7.3% (₹764 crore), and PAT was ₹347 crore (3.2%). - Free cash flow turned positive at ₹89 crore, achieving this milestone one year ahead of schedule. - Express business maintained normative margins of 16–18%, while PTL gross margins expanded from 14% to 28%. - Supply Chain Services (SCS) revenue was ₹729 crore with a 10.9% service EBITDA margin, marking a decisive turnaround. - Net working capital days materially improved to 11 days from 38 days three years ago, due to enhanced billing and client selection. 🔹 Management Tone & Strategy 🧭🛡️ - Management attributes strong performance to structural cost advantages and operating leverage. - Strategic calls included exiting specific non-scalable businesses, like mother warehousing for quick commerce, and renegotiating client contracts. - Working capital improvement stemmed from faster billing through AI/systems and disciplined client selection based on payment philosophies. - AI is strategically deployed for operational efficiency in areas like claims automation and PTL paperwork reduction, without increasing tech team size. - In-house developed AGVs are scaling up in mega gateways to enhance facility movement and address labor market tightness. - Reinvestment into new growth pillars, particularly Delhivery Direct (intracity/intercity SME logistics), aims to externalize internal capabilities. - CEO emphasizes a disciplined approach, rejecting past industry "burn/capex frenzy" and focusing on sustainable, profitable growth.

0 to $10K/day | Day 58 Meta finally let us spend the full ad budget. I also relocated to a spot where I’ll be locked in for the rest of the summer. 100k/days incoming…🔒 What do y’all do when you get closer to 100 orders? I want to customize the product, and move on from current agents, need someone hungry a reliable 3pl, I heard that Bestfulfill are good. Would appreciate any advice🙏🏼 Back to work now🫡

RT @in_coc_mom: CoC『死すべき騎士の定め』 高校３年生、秋。 残り少ない学園生活をいつも通りに過ごしていた。 季節外れの転校生に、こう声をかけられるまでは。 「──お迎えに上がりました、我が主」 3PL｜高校生スタート｜3章構成 ボイセ KP90h・PL…

最近はソロシ大好きムーブをよくしているけどそれはそれとして2PLも3PLも4PLも好きだし当然タイマンも好きだし5PL以上も好きってワケ

โครงการฝากลูกไว้กับไออุ่น ไม่ผ่านอนุมัติ!!! โดนดุกันทั้งแม่ทั้งลูกเลยงานนี้ 👉 ดูย้อนหลัง #รักเติมเต็มFinalEP ย้อนหลังที่ 3Plus > bit.ly/4tkwwOF #รักเติมเต็ม #FulFillTheSeries ดูละครย้อนหลังครบทุก EP. ที่ #3Plus . #ดูทีวีกด33ดูออนไลน์ที่3Plus

HO2も5PLだの3PLだの混ざっていますね。 凶夢も3PLや、んも～！

3PLの夢があるから影射とリップス 今かなり気になってる🫢

Moving the 3PL from the garage to the new location has been fun. (i drive a 2 seat convertible) We have not even fully moved in and we've already outgrown this space. Fortunately, upgrading to a larger space next month. Big things coming.

3PLシナリオで3時間〜長くても5時間以内に収まって、ほどよく楽しめるシナリオをずっと探している