Blue Dart Express Limited — Investor Meet, 10-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Blue Dart reported revenue of **₹1549.3 Cr** and PAT of **₹79.5 Cr** for the financial results for the quarter and half-year ended September 30, 2025, showing positive growth and improved margins from yield and cost actions. Total shipments hit 106.28M, with tonnage at 363,974 tons. B2C revenue grew 18%, while B2B was up 2.5%. Ground logistics, including B2C e-commerce (up 30%), remains a key growth driver. Strategic initiatives include a Digital Account Opening platform and a new green ground hub for enhanced efficiency. Management is focused on margin improvement through yield and network optimization. Air capacity utilization is strong at over 85%, and capex remains in its normal range.