Blue Dart Express Ltd (NSE:BLUEDART)

Q4 2026 Blue Dart Express Ltd Earnings Call Transcript

May 13, 2026 / 10:30 AM GMT

Release Date Price: ₹5102 (-1.27%)

Transcript

Key Points

Positve

Blue Dart Express Ltd (BOM:526612) reported a 7% year-on-year revenue growth, indicating a steady growth trajectory.
The company achieved a revenue from operations of Rs. 6,141 crore for the financial year, up from Rs. 5,720 crore in the previous year.
E-commerce and B2B Surface Express solutions continue to be significant growth drivers for the company.
The company has successfully implemented price hikes from January, which have positively impacted revenue realization.
Freighter utilization remains strong at around 85%, with main sectors achieving over 90% utilization.

Negative

There was a 17% drop in comparable EBT before exceptional items for the quarter, indicating pressure on profitability.
The EBITDA margin has fluctuated between 13.5% to 17.5% over the last four quarters, showing volatility.
Ground shipments, while a growth engine, have lower per kilo realization compared to air shipments, impacting overall profitability.
The company faces challenges in maintaining consistent profitability due to variable costs associated with ground operations.
Higher freight costs have led some customers to opt for non-express shipments, affecting express service demand.

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

BLDT.NS - Blue Dart Express Ltd
Q4 2026 Blue Dart Express Ltd Earnings Call
May 13, 2026 / 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 senior management of BlueRat 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 Patil, CFO and Mr. Tushar Bundevi, Head of Legal Compliance and Company Secretary, BlueRat Express. I would now hand over the call to the management for some opening comments and then we can take up the Q&A.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Yeah.

Thank you so much,

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