Blue Dart Express Ltd (NSE:BLUEDART)

Q4 2025 Blue Dart Express Ltd Earnings Call Transcript

May 29, 2025 / 10:30 AM GMT

Release Date Price: ₹6660.5 (-1.42%)

Transcript

Key Points

Positve

Blue Dart Express Ltd (BOM:526612) reported a revenue from operations of INR57,202 million and a profit after tax of INR2,446 million for the year ended March 31, 2025.
The company was recognized for excellence in customer service, sustainability, compliance, and brand loyalty, and was awarded for its customer-centric approach and operational excellence.
Significant investments made in the previous year have been well operationalized, contributing to positive growth in both revenue and volumes.
The company has maintained a strong position in pricing, successfully implementing price increases with both large and small players.
Blue Dart Express Ltd (BOM:526612) has achieved optimal utilization levels for its freighters, indicating efficient use of resources.

Negative

Margins have decreased in the fourth quarter compared to the third quarter, attributed to the incremental costs of new aircraft and lower business days.
The EBITDA margin has declined from 10.5% in the previous year's fourth quarter to 8.3% in the current quarter.
The company's return on capital employed (ROCE) is at a decade low, excluding the COVID-19 period, due to investments in owned assets.
There is a noted contraction in gross margins from 43.2% to 41.4% year-over-year, despite price increases.
The volume growth has not fully translated into revenue growth, indicating challenges in price realization across the board.

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

BLDT.NS - Blue Dart Express Ltd
Q4 2025 Blue Dart Express Ltd Earnings Call
May 29, 2025 / 10:30AM 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. Sagar Patel, interim CFO, and Mr. Tusha Bundea, head of legal and compliance and company secretary. I will now hand over the call to the management team to provide some opening remarks on the performance, and then we can start with the QNA session.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Yeah. Yeah.

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