Blue Dart Express Ltd (NSE:BLUEDART)

Q1 2026 Blue Dart Express Ltd Earnings Call Transcript

Aug 1, 2025 / 11:00 AM GMT

Release Date Price: ₹5888 (-1.77%)

Transcript

Key Points

Positve

Blue Dart Express Ltd (BOM:526612) reported a revenue from operations of INR 14,419 million and a profit after tax of INR 469 million for the quarter ended June 30, 2025.
The company launched India's largest integrated operating facility in New Delhi, enhancing operational capabilities and service efficiency.
Blue Dart Express Ltd (BOM:526612) expanded its network by introducing Guwahati as a direct flying location, strengthening its presence in Northeast India.
The company was awarded the Best Express Logistics Provider in 2025 by the Institute of Supply Chain Management.
Blue Dart Express Ltd (BOM:526612) was certified as a Great Place to Work for the 15th consecutive year, highlighting its commitment to a positive work culture.

Negative

The EBITDA margin decreased from 15.63% in the same quarter last year to 14.15%, indicating a decline in profitability.
There was a significant drop in B2B revenue growth, which was only 2.4% compared to 20.2% growth in B2C.
The company's margins were impacted by a shift in customer and product mix, with heavier parcels affecting profitability.
Other expenses rose by about 25% this quarter, partly due to increased rentals and investments in automated tools.
The growth rate in shipments has slowed down over the past three years, with a decline from 24% to 5%.

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

BLDT.NS - Blue Dart Express Ltd
Q1 2026 Blue Dart Express Ltd Earnings Call
Aug 01, 2025 / 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 Blue 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 Patti, the CFO, and Mr. Tusha Bunda, 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 Q&A session.

Thank you and note to you, sir.

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Unidentified_2 [2]
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Yeah, thank you a lot, and

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