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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
₹4,505.30
Market cap
₹10,690 Cr
Revenue (annual)
₹6,141 Cr
Net profit (annual)
₹247.4 Cr
P/E (TTM)
34.5×Sector 32.3×
Promoter holding
75.00%+0.00% QoQ
FII holding
3.31%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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