Blue Dart Express Ltd (NSE:BLUEDART)

Q2 2025 Blue Dart Express Ltd Earnings Call Transcript

Nov 13, 2024 / 11:00 AM GMT

Release Date Price: ₹7440.7 (-3.11%)

Transcript

Key Points

Positve

Blue Dart Express Ltd (BOM:526612) reported a profit after tax of INR 608 million for the quarter ended September 2024.
The company achieved a revenue from operations of INR 14,485 million for the same period.
Utilization of new aircraft has improved, with a reduction in unutilized expenses from 11 crores to 8 crores.
The company expects better performance in the festive quarter, indicating potential revenue growth.
Surface business has been a growth engine, with the segment growing at around 14%.

Negative

Consolidated margins have not improved despite an 11% growth in volumes, remaining around 15% compared to 17% last year.
The shift towards surface transport, which is margin dilutive, is impacting overall margins.
There is competitive pressure in the e-commerce segment, affecting pricing and margins.
The company faces challenges in achieving the ideal utilization rate of 90-92% for new aircraft.
There is uncertainty regarding the ability to fully implement planned price hikes due to potential customer resistance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BLDT.NS - Blue Dart Express Ltd
Q2 2025 Blue Dart Express Ltd Earnings Call
Nov 13, 2024 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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So good afternoon, everyone and welcome to the interaction with the management of Dora Express. So firstly, I would like to thank the management for giving us the opportunity to host the call. So today we have with us Mr Sua Pai, CFO B Express, Mr Tushaar, head of legal and Compliance and Company Secretary Board Express and Mr Sagar Patel, the head of corporate Accounts Do Express. So I would now hand over the call to the management team to provide some opening remarks on the Q2 performance and then we can start with the Q&A session. Thank you and over to you, sir.

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Unidentified_2 [2]
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