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Investor Presentation

Blue Dart Express Investor Presentation: Key Takeaways

Blue Dart reports FY26 revenue of ₹61,409 mn with 9.7% EBITDA margin. Strategy focuses on eCommerce growth, air fleet enhancement, and automation.

Highlights
Revenue growthFY26 revenue at ₹61,409 mn.
MarginsEBITDA margin at 9.7% for FY26; Q1 FY27 at 11.44%.
Order book404 million shipments handled in FY26.
Demand visibilityStrong, driven by eCommerce and MSME sectors.
Management confidenceHigh; emphasizing premium market leadership and zero-debt status.

Growth

FY26 Sales at ₹61,409 mn; EBITDA at ₹6,492 mn. Q1 FY27 Revenue rose to ₹16,577 mn.

Outlook

Focus on 98% GDP coverage via pin code expansion and multi-modal connectivity under Gati Shakti.

Risks

Exposure to energy shocks and competitive pricing in the express logistics sector.

Last quarter's promises, checked

Delivered

  • Guided 7-8% revenue growth → delivered 7% (= BEAT)
  • Implement Jan price hikes → delivered >4% realization impact (= BEAT)
  • Maintain 85% freighter utilization → delivered 85% (= BEAT)

Partly delivered

  • Guided recurring aircraft capex ₹100-150cr → delivered ₹200cr (= PARTIAL)

Missed

  • Guided 7-8% PBT margins → delivered ~4.5% FY26 / 2.8% Q4 (= MISS)
Source

Investor Presentation filed with BSE, NSE: BLUEDART. Summary written with AI assistance from the document.

Read 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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15:08 IST BSE
Board Meeting Correction

Blue Dart Express Board Meeting Correction

Blue Dart Express corrected a date typo in its board meeting outcome. The committee reconstitution effective date is changed to September 25, 2026.

14:16 IST NSE
Management Change

Blue Dart Express Management Change

Blue Dart Express reported director changes: Dobbie resigned, Paeßens appointed Chairman, and Nair's tenure completed. New independent directors Jain and Mukerji joined the board.

19:28 IST BSE
Annual General Meeting

Blue Dart Express Annual General Meeting

Blue Dart Express Ltd held its 35th Annual General Meeting on September 22, 2026. Members approved the financial statements, a dividend of Rs. 25 per share, and director appointments.

19:21 IST BSE
Management Change

Blue Dart Express Management Change

Blue Dart Express Ltd has announced the resignation of Managing Director Balfour Manuel, effective November 29, 2026, and appointed R.S. Subramanian as his successor.

11:32 IST NSE
Dividend

Blue Dart Express Dividend

Blue Dart Express set September 15, 2026 as record date for its ₹25-per-share FY26 dividend. Book closure runs September 16 to 22, 2026.