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Earnings Call Transcript

Blue Dart Express Earnings Call Transcript: Key Takeaways

Blue Dart reported Q1 FY27 consolidated revenue of ₹1,658 crore, a 15% YoY increase. Consolidated PAT rose 81% YoY to ₹88.49 crore, driven by disciplined execution and operational resilience.

Highlights
Revenue growth15% YoY for Q1 FY27
MarginsConsolidated profit before tax margin improved YoY
Demand visibilityMaintained momentum despite evolving market conditions
Management confidenceHigh; citing disciplined execution and trusted brand

Growth

Consolidated revenue grew 15% YoY; Standalone PAT rose from ₹46.93 Cr to ₹86.68 Cr (85% increase).

Outlook

Focus on network efficiency, digital enablement, and productivity. Dividend of ₹25/share recommended for FY26.

Risks

Challenging external environment and higher operating costs noted in management commentary.

Last quarter's promises, checked

Missed

  • Guided PBT margins 7%-8% → delivered 5.3% (= MISS)
Source

Earnings Call Transcript filed with NSE, 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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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

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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.