Blue Dart Express Limited · NSE:BLUEDART
Blue Dart Express — Investor Presentation (July 2026)
30 slides from Blue Dart Express's investor presentation, Aug 4, 2026
Slide 1: Cover letter to stock exchanges
BLUE DART EXPRESS LIMITED m..,. Dart Cent-, Sahar Alfpo,t Road, '® f-1 Andherl (Eat). MurnlHII • 400 099, lndla Tel,:283'15444 Fax: 2424 4131 CIN : US1074MH1991PLCOG1074 www.btuedart.!.Ol11 ccmimunk:ationsOtituedart.com August 4, 2026 To, BSE Limited National Stock Exchange of India Ltd Phiroze Jeej
Slide 2: Investor Presentation July 2026
- ,. BLUE DART EXPRESS LIMITED INVESTOR PRESENTATION July, 2026 l�\ t
Slide 3: Disclaimer
DISCLAIMER BIUE DART 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 (whether within
Slide 4: Vision Statement
VISION STATEMENT 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 sophisticate
Slide 5: Blue Dart Directors & Key Managerial Personnel
BLUE DART DIRECTORS & KEY MANAGERIAL PERSONNEL BlUE DART Balfour Manuel Kavita Nair R.S.Subramanian Dr. Vandana Aggarwal Managing Director Independent Director Director Independent Director SVP/Country Manager, OHL Express India Sebastian PaeBens Mr. Charles Dobbie Sagar Patil Tushar Gunderia Direct
Slide 6: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUI DART -.D.H.I. Market leader in India Sustainable growth Express & Parcels Delivery momentum, unique position for 828 express & eCommerce BLUE DART .a'H'£. Clear strategic direction, Enhancing investing for growth Shareholders Wealth BlueDart Express I Investor�
Slide 7: Knowing Blue Dart - Introduction
KNOWING BLUE DART - INTRODUCTION ,_ • • (aLUEDijf] ,_ ---All�£-- - • • • = � ,•� - - - - - -�-=-=• 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 entrepreneu
Slide 8: Blue Dart at a Glance
BLUE DART AT A GLANCE [!iu1 DART -'ZIIIL-. capability • 56,400+ Locations covered Integral part of DHL Group, • Unparalleled Integrated (11 • 6 Boeing 757-200 • 2 Boeing 737-800 world's leading mail and logistics company Air and Ground Network • Over 13,300 BDE Employees I \ � Subsidiaries • Blue Da
Slide 9: Blue Dart's Leadership in India
BLUE DART'S LEADERSHIP IN INDIA BlUI DART Own Aviation Network * Market Leading Transit Times M Reliability & High Service Quality � Extensive Reach & Network � � � Best- In- Class Technology � Key Differentiators Strong Brand Equity & Saliency � • 'eyJ Responsiveness to Customer � • Passionate & Co
Slide 10: Blue Dart's Leadership in India (Contd..)
BLUE DART'S LEADERSHIP IN INDIA (CONTD..) BIUE DART I -.IN.t. 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
Slide 11: Integrated Air and Ground Pan-India Network
INTEGRATED AIR AND GROUND PAN-INDIA NETWORK BlUI DAIT :� Guwahati tir We provide clear customer Value � Proposition v/s our competitors Kolkata • Extensive reach Optimized flight scheduling facilitating late pick-ups and early deliveries • Market leading transit times � 2,500+ Facilities Superior co
Slide 12: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY Sustainable growth momentum, Market leader in India unique position for B2B express Express & Parcels Delivery &eCommerce BLUE DARI I -D.P-'4.= Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I Investor
Slide 13: Maintain Market Leadership
MAINTAIN MARKET LEADERSHIP BlUI DART 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. e • eCommerce: Strengthen surface small packages. • Vertical Focus • Dedicated task force formed t
Slide 14: Growth Foundation for eCommerce
GROWTH FOUNDATION FOR eCOMMERCE BIUE DART 1-ZIHL- -- - - � 0 � Competitive pricing Real-time Differentiated Enhanced ground Blue Line Slotted & transit time tracking & updates service offerings product: eCommerce (real time visibility) deliveries Lite Surface a ® g �" m � � ,, @© � L!. � Extended re
Slide 15: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY Market leader in India Sustainable growth Express & Parcels Delivery momentum, unique position for B2B express & eCommerce Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I Investor P
Slide 16: Structural Market Trends
STRUCTURAL MARKET TRENDS ♦ India's 2026 Macroeconomic Outlook: High Growth, Proven Resilience • India firmly retains its position as the world's fastest-growing major economy, with projected GDP growth of 6.4%-6.8% and a massive $666.9 billion forex reserve blanket. • Despite severe West Asian energ
Slide 17: Digital Interface: Enabling Better Customer Experience
DIGITAL INTERFACE: ENABLING BETTER CUSTOMER EXPERIENCE •· Shlppln9 In Just 10 minutes I ntroducing Blue Dart's new Digital Account Pioneered 'Contactless Digital Account Opening Opening (DAO) Deliveries' •· � (DAO) Here's how it works: Customer interface APl's -=- w Digital billing & collections Crt
Slide 18: Blue Dart - Drone Delivery Services
BLUE DART - DRONE DELIVERY SERVICES BlUE DART As part of our commitment to innovation and efficiency, drones are currently operational for deliveries in Gurugram, bringing numerous advantages, including: □ Lower Carbon Footprint: Reduced CO2 emissions compared to conventional delivery methods. □ Sea
Slide 19: Impact of CSR Activity
IMPACT OF CSR ACTIVITY �lf f8\ CONNECTING PEOPI.E, IMPROVINGUVES & 0 0 � 0 � c__ � -.. �� (<<®>)) 10,00,000 2,00,00,000 20,387 10,000+ 7,321 Trees Planted Kilograms of Carbon/year Children Impacted through Individual Awareness Children Empowered offset on maturity Science Education Project Activitie
Slide 20: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY BlUE DART 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. • Increase pi
Slide 21: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY BlUE DART �Ill'- • 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 e
Slide 22: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BIUE DART Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for 828 express & eCommerce BlUE DART ..a11t'�- Clear strategic direction, Enhancing investing for growth Shareholders Wealth BlueDart Express I Investor P1
Slide 23: Financial Track Record
FINANCIAL TRACK RECORD BlUE DART ""*" �r'-.'ffP* ''IJlf,1 • High returns to shareholders and Debt free structure � • Dividend of Rs. 25/- per share recommended for the F.Y. 2025-26, subject to Shareholders approval. • Dividend of Rs. 25/- per share paid to Shareholders for the F.Y. 2024-25 • Dividen
Slide 24: Shareholding Pattern: June 30, 2026
SHAREHOLDING PATTERN: June 30, 2026 BlUE DART 5.15% Derive Trading & Group I 2.10% 3.35% Major Mutual Funds HDFC 8.48% 11.79% Kotak Mutual Fund 1.86% Canara Robeco Mutual Fund A/C Canara Robeco Large And 1.02% 2.65% MajorFPI ' 2.06% Vanguard 1.0% Robeco Capital 0.50% !shares 0.55% r.1ajor Insurance
Slide 25: Consistent Profitable Growth Track Record
CONSISTENT PROFITABLE GROWTH TRACK RECORD BlUI DAIT f Mn ■ Total Income ■ EBITDA :%ii Revenue and 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26 Profitability EBDITA 11.0% 15.7% 13.1% 11.0% 9.9% 9.7% Margin ■ OCF ■ Capex ■ FCF 6-·-:t 5,827 Consistent Cash Flow Generation and Growth Investment 2020
Slide 26: Quarter-wise Performance (Standalone)
QUARTER-WISE PERFORMANCE {STANDALONE) l ■lUE DART f Mn 2025-26 2026-27 Particulars Q1 Q2 Q3 Q4 Year Q1 (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Mar) (Apr-Mar) (Apr-Jun) Revenue from operations 1 4,41 9 1 5,493 1 6, 1 62 1 5,335 61 ,409 1 6,577 EBITDA (before exceptional items) 1 ,208 1 ,765 2,089 1 ,429 6
Slide 27: Quarter-wise Performance (Consolidated)
QUARTER-WISE PERFORMANCE (CONSOLIDATED) IIUI DART f Mn 2025-26 2026-27 Particulars Q1 Q2 Q3 Q4 Year Q1 (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Mar) (Apr-Mar) (Apr-Jun) Revenue from operations 1 4,41 9 1 5,493 1 6,1 62 1 5,335 61 ,409 1 6,577 EBITDA (before exceptional items) 2,055 2,6 1 6 2,914 2,340 9,9
Slide 28: Way Forward: Opportunities Galore
WAY FORWARD: OPPORTUNITIES GALORE BlUE DART /� Government focus on multi-modal � connectivity to boost logistics sector § Dedicated Corridor- Road lt-t,. Aatma Nirbhar Bharat, @ Benefits from GST- better compliances, V• Make in India th rust �W centralization of distribution V Drone deliveries � Mul
Slide 29: Wrap-up
WRAP-UP • \. - ' Leadership in Air & Blue Dart is in a 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 . �--=-:---- . .,,, _. .,.,,, , .. rl- . �.·�.. ...•
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