Blue Dart Express Limited — Investor Meet, 04-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Blue Dart reported revenue of Rs. 14,173 million and PAT of Rs. 532 million, handling 91.94 million shipments and 3,331 tonnes. Volume grew ~11% YoY in both B2B and B2C segments. EBITDAR margin dipped to 8.3% due to new freighter costs and seasonal slowdown. Management is investing in aircraft and facilities, aiming for margin gains via better transit times and utilization. Freighters run near 85–90% capacity, boosting network efficiency. The outlook is cautiously optimistic on steady volume growth and margin improvement from operational leverage and service enhancements.