| Revenue growth | 7% YoY for FY26; 8% for Q4. |
|---|---|
| Margins | Sequential EBITDA decline due to product mix shift to heavier shipments. |
| Demand visibility | Driven by e-commerce and B2B Surface Express solutions. |
| Management confidence | Steady growth trajectory despite challenging customer expectations and regulatory changes. |
Growth
FY26 revenue grew 7% YoY; tonnage grew 7.1%. Q4 revenue grew 8% with 4.6% tonnage growth.
Outlook
PBT margin guidance of 7-8% maintained. Capex focused on aircraft maintenance (₹200 Cr) and ground facilities.
Risks
Rising fuel (ATF) costs, shift towards lower-margin ground/heavy freight, and competitive pricing in e-commerce.
Earnings Call filed with BSE, NSE: BLUEDART. Summary written with AI assistance from the document.
Blue Dart Express Ltd: key numbers
- Share price
- ₹4,746.50
- Market cap
- ₹11,262 Cr
- Revenue (annual)
- ₹6,141 Cr
- Net profit (annual)
- ₹247.4 Cr
- P/E (TTM)
- 39.2×Sector 29.0×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 3.35%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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