Blue Dart Express Limited · NSE:BLUEDART
Blue Dart Express — Investor Presentation (January 2026)
30 slides from Blue Dart Express's investor presentation, Feb 3, 2026
Slide 1: Cover letter to stock exchanges
BLUE DART EXPRESS LIMITED CfRTIFIEP Blue Dart Center, Sahar Airport Road, Andoeri (East), Mumbai - 400 099, India Tel.: 022 • 69756444 CIN : L61074MH1991PLC061074 www.bluedart.com communications@bluedart.com February 3, 2026 To, To, SSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy
Slide 2: Blue Dart Express Limited Investor Presentation January 2026
BLUE DART EXPRESS LIMITED INVESTOR PRESENTATION January, 2026
Slide 3: Disclaimer
DISCLAIMER BlUE DART 1-'JOHLJ This presentation has been prepared by Blue Dart Express Ltd. (Blue Dart or the "Company") solely for your information and for your use and may not be taken away, distributed, reproduced, or redistributed or passed on, directly or indirectly, to any other person (whethe
Slide 4: Vision Statement
VISION STATEMENT [niue peer aSARZN To be the best and set the pace in the express air and integrated ¥ transportation and distribution industry, with a business and human conscience. We commit to develop, reward and recognize our people who, through high quality and professional service, and use of
Slide 5: Blue Dart Directors & Key Managerial Personnel
BLUE DART DIRECTORS & KEY MANAGERIAL PERSONNEL BLUE DART Prakash Apte Balfour Manuel Florian Bomberger Kavita Nair R.S.Subramanian Chairman & Independent Director Managing Director Director Independent Director Director Divisional CHRO,DHL eCommerce, SVP/Country Manager, Member of the DPDHL OHL Expr
Slide 6: Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY Market leader in India Express & Parcels Delivery Clear strategic direction, investing for growth 3 BLUE DART Sustainable growth momentum, unique position for B2B express & eCommerce Enhancing Shareholders Wealth = —Bte-Part Express | InvestorPresentation | = 5
Slide 7: Knowing Blue Dart - Introduction
KNOWING BLUE DART - INTRODUCTION BlUE DART I _..:IIIL I BLUEDART _.:,,1:14.,_ r ..\ • • e • - • • • w ti• Started Operations in Maiden public DP-DHL acquired Blue Dart Aviation Ltd & Operates six Boeing 757- 1983 by three Indian issue and listing Blue Dart in 2005 Concorde Air Logistics 200 and entr
Slide 8: Blue Dart at a Glance
BLUE DART AT A GLANCE I BLUE DART 1-.:IIIL. Capability • • 56,400+ Locations covered Integral part of DHL Group, • 6 Boeing 757-200 Unparalleled Integrated world's leading mail and � • 2 Boeing 737-800 Air and Ground Network logistics company • Over 12,814 employees • Subsidiaries • Blue Dart Aviati
Slide 9: Blue Dart's Leadership in India
BLUE DART’S LEADERSHIP IN INDIA ‘sive oar (ESA See — Blue Dart is a premium market leader in India qd Own Aviation Network & a | Market Leading Transit Times fe ep q Reliability & High Service Quality g os | Extensive Reach & Network G Best —[n—Class Technology 06 | Strong Brand Equity & Satiency GE
Slide 10: Blue Dart's Leadership in India (contd.)
BLUE DART'S LEADERSHIP IN INDIA (CONTD..) BLUE DART All investments made in light of customer requirements • Investments in building a robust infrastructure to meet increasing demands of a growing economy • Blue Dart invests in engaging and retaining the best talent • Domestic Expertise at globally
Slide 11: Integrated Air and Ground Pan-India Network
INTEGRATED AIR AND GROUND PAN-INDIA NETWORK [ BLUE DART .Al.NL= :� Guwahati ,. � We provide clear Customer Value t:fj Proposition vis our competitors Kolkata • Extensive reach Optimized flight scheduling facilitating late pick-ups and early deliveries • Market leading transit times � 2,760+ Faciliti
Slide 12: Blue Dart Investment Case Summary
ee ——— BLUE DART INVESTMENT CASE SUMMARY ‘eve parr aR Market leader in India Sustainable growth momentum, Express & Parcels Delivery unique position for B2B express & eCommerce Clear strategic direction, Enhancing investing for growth Shareholders Wealth ——--~ — lL
Slide 13: Maintain Market Leadership
MAINTAIN MARKET LEADERSHIP BIUE DART -.D##4 Blue Dart has a market leading position and has identified key levers to protect and grow the sow Product Focus • Surface: Vertical based solutioning and pricing. • - • eCommerce: Strengthen surface small packages. • Vertical Focus • Dedicated task force f
Slide 14: Growth Foundation for eCommerce
GROWTH FOUNDATION FOR eCOMMERCE a —— eCommerce Customer Requirements Blue Dart eCommerce Product Features Competitive pricing Real-time Differentiated Enhanced ground Blue Line Slotted & transit time tracking & updates service offerings product: eCommerce (real time visibility) deliveries Lite Surfa
Slide 15: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY ‘bur oapr SAAN) Sustainable growth momentum, unique position for B2B express & eCommerce Market leader in India Express & Parcels Delivery Clear strategic direction, Enhancing investing for growth Shareholders Wealth — a a Express | Investor Presentation | 14 eA EXD
Slide 16: Structural Market Trends
STRUCTURAL MARKET TRENDS ‘HUE pant asa INDIA REMAINS RESILIENT AMID THE GLOBAI, ECONOMIC VOLATILITY + India's economy will grow at a robust 7.4% in FY 2025-26, according to the first advanced estimates of GDP released by the NSO higher than the 6.5% growth in previous financial year. (09% Jan’26) *
Slide 17: Digital Interface: Enabling Better Customer Experience
DIGITAL INTERFACE: ENABLING BETTER CUSTOMER EXPERIENCE (Btve part (aay) Introducing Blue Dart’s new Digital Account Pioneered ‘Contactless Digital Account Opening Opening (DAO) Deliveries’ (DAO) Here's how it works: Customer interface = Digital billing i API's Co) & collections Create} picka ff comp
Slide 18: Blue Dart - Drone Delivery Services
BLUE DART - DRONE DELIVERY SERVICES i commitment to cutting-edge logistics solutions. BIUE DART AS part of our commitment to innovation and efficiency, drones \ are currently operational for deliveries in Gurugram, bringing numerous advantages, including: QO Lower Carbon Footprint: Reduced CO, emiss
Slide 19: Impact of CSR Activity
IMPACT OF CSR ACTIVITY I BlUE DART I l •.,�•.:t. ,l' CONNECTING PfOPlf, IMPROVING UVfS 00 � , . � e,_ - 0 �� (((�))) � 8,88,000 l,77,60,000 20,387 10,000+ 6,248 Trees Planted Kilograms of Carbon/year Children Impacted through Individual Awareness Children Empowered offset on maturity Science Educat
Slide 20: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY BlUE DART ...IHL- MEDIUM TERM INITIATIVES ♦ • With increasing urbanization, focus on centres of production which will change post pandemic as the new growth areas. • Focus on FMCG, Automotive, Consumer Durables and Ready Made Garments for accelerated surface growth. • Inc
Slide 21: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY • • Achieve and maintain leadership status and pole position in both Air and Ground express segments • Air fleet enhancement • Leverage improved infrastructure including Freight Corridors/Logistics Parks • Pursue product and service innovation • Digitally enabled solution
Slide 22: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for 828 express & eCommerce BLUE DART Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Expr� resentation I 21 �
Slide 23: Financial Track Record
FINANCIAL TRACK RECORD BLUE DART l}f/7* ,.,:fh, Hi I • High returns to shareholders and Debt free structure � • Dividend of Rs. 25/- per share paid to Shareholders for the F.Y. 2024-25 • Dividend of Rs. 25/- per share paid to Shareholders for the F.Y. 2023-24 • Dividend of Rs. 30/- per share paid to
Slide 24: Shareholding Pattern: December 30, 2025
SHAREHOLDING PATTERN: DECEMBER 30, 2025 BlUE DART '.Cr- 5.5% Derive Trading & Group 2.08% Major Mutual Funds HDFC 6.13% Kotak Mutual Fund 1.86% 3.3% MajorFPI 2.1% First Sentier Investors 0.5% Vanguard 0.8% Ishares 0.3% Major Insurance Companies ICICI Pru Life 2.2% '""- 7 5.0% HDFC Life 0.6% Bajaj Al
Slide 25: Consistent Profitable Growth Track Record
CONSISTENT PROFITABLE GROWTH TRACK RECORD BlUI DART -F'D� l'Mn • Total Income • EBITDA �.�75 32,924 �I - 6,828 5,893 5,739 Revenue and 2020-21 2021-22 2022-23 2023-24 2024-25 Profitability EBDITA 11.0% 15.7% 13.1% 11.0% 9.9% Margin ------------------��*��-------------------------------------�-------
Slide 26: Quarter-wise Performance (Standalone)
QUARTER-WISE PERFORMANCE (STANDALONE) BlUE DART .:,eL- fMn 2025-26 II Year 2024-25 Ql Q3 II 9M II Q4 Ql Q2 QJ (Jul-Se p) Particulars 9M (Apr-Jun) Q2 Revenue from operations t•ma•m1•tHa•m11H11a�. (Apr-Jun) 15,493 (Jul-Sep) I (Oct-Dec) (Apr-Dec) 1,765 1 13,427 14,485 15,117 15,117 14,173 57,202 14,419
Slide 27: Quarter-wise Performance (Consolidated)
QUARTER-WISE PERFO Particulars RMANCE (CONSOLIDATED) 2024-25 Mn Revenue from operations 13,427 14,485 15,117 14,173, 57,202 15,493 EBITDA (before exceptional 2,113, 2,267, 2,512 2,512 | 9,146 2,055 2,616 2,914 7,585 items} | | | | Margin 15.63%) 15.56% 16.49% 16.49% 15.77% 15.87% 14.15% 16.78% 17.92
Slide 28: Way Forward: Opportunities Galore
WAY FORWARD: OPPORTUNITIES GALORE “bive oaRr RZD (Py Government focus on multi-modal = £2 & connectivity to boost logistics sector Dedicated Corridor — Road Aatma Nirbhar Bharat, Benefits from GST- better compliances, Make In India thrust SS centralization of distribution Tey Drone deliveries f& Mul
Slide 29: Leadership, strong position and focus on profitable growth
Leadership in Air & Blue Dartisina Strong focus on Profitable Growth, Ground Express strong position — cash flow and balance sheet strategically and allows healthy balance of growth financially investments & shareholder returns Blue Dart Express | Investor Presentation | 28
Slide 30: Thank You
BLUE DART —=Payz. ee 1 Me sur ont A \ : “ THANK YOU
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