Blue Dart Express Limited — Investor Meet, 07-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Blue Dart reported Q1 FY26 revenue of Rs. 1,441.9 Cr and PAT of Rs. -16.9 Cr. EBITDA margin decreased to 14.15% from 15.63% YoY, primarily due to a shift in product mix towards heavier, surface-based shipments. B2C revenue grew 20.2%, significantly outpacing B2B's 2.4% growth. The company enhanced network capabilities with the Bijwasan facility and Guwahati flying location. Blue Dart operates 8 freighters with 85% utilization. Management emphasized maintaining profitable revenue growth and service quality, noting the business's ~50% fixed costs offer operating leverage as volumes expand.