Blue Dart Express Limited · NSE:BLUEDART
Blue Dart Express — Investor Presentation (August 2025)
30 slides from Blue Dart Express's investor presentation, Aug 1, 2025
Slide 1: Exchange filing cover letter
BLUE DART EXPRESS LIMITED Blue Dart Center, Sahar Airport Road, Andherl {East), Mumbai -400 099, India Tel.: 022 - 69756444 CIN: L61074MH1991PLC061074 www.bluedart.com communications@bluedart.com August 01, 2025 To, To, BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exch
Slide 2: Blue Dart Express Limited Investor Presentation August 2025
BLUE DART EXPRESS LIMITED INVESTOR PRESENTATION August, 2025
Slide 3: Disclaimer
DISCLAIMER 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 or outside
Slide 4: Vision Statement
VISION STATEMENT BlUE DART 1-DHL- �- To be the best and set the pace in the express air and integrated transportation and distribution industry, with a business and human \_ -� 9 "' conscience. We commit to develop, reward and recognize our people who, through high quality and professional service,
Slide 5: Directors & Key Managerial Personnel
BLUE DART DIRECTORS & KEY MANAGERIAL PERSONNEL llUE DART Prakash Apte Balfour Manuel Florian Bumberger KavitaNair R.S.Subramanian Chairman & Independent Director Managing Director Director Independent Director Director Divisional CHRO,DHL eCommerce, SVP/Country Manager, Member of the DPDHL DHL Expre
Slide 6: Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUE DART Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for 828 express & eCommerce BlUI DART Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I l�sentation I - S
Slide 7: Knowing Blue Dart - Introduction
KNOWING BLUE DART· INTRODUCTION llUE DART BLUE DART ,,a,1114. • Started Operations in Maiden public DP-DHL acquired Blue Dart Aviation Ltd & Operates six Boeing 757- 1983 bythree Indian issue and listing Blue Dart in 2005 Concorde Air Logistics 200 and entrepreneurs as in 1994 and currently Ltd. are
Slide 8: Blue Dart at a Glance
BLUE DART AT A GLANCE BIUE DART =al4'L, I Capability lntegr ��a of DHL Group, ;:adi g m • 56,400+ Locations covered . {j§} � n ail and . . Unparalleled Integrated o P.I • 6 Boeing 757-200 w logistics c mpany �lliii Air and Ground Network o • 2 Boeing 737-800 • • Over 12,725+ employees • Subsidiaries
Slide 9: Blue Dart's Leadership in India
BLUE DART'S LEADERSHIP IN INDIA BlUE DART 'N'L, • Own Aviation Network (i) • Market Leading Transit Times � • Reliability & High Service Quality � • Extensive Reach & Network � � � • Best- In - Class Technology � Key Differentiators • Strong Brand Equity & Saliency @I • Responsiveness to Customer �
Slide 10: Blue Dart's Leadership in India (Contd.)
BLUE DART'S LEADERSHIP IN INDIA (CONTD .. ) BLUE DAIT ,....JEJ'.N'L- 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 Exper
Slide 11: Integrated Air and Ground Pan-India Network
INTEGRATED AIR AND GROUND PAN·INDIA NETWORK I B1.UI DART ,..166�- � Guwahati t:6 � We provide dear Customer Value Proposition vis our competitors Kolkata • Extensive reach Optimized flight scheduling facilitating late pick-ups and early deliveries • Market leading transit times 2,675+ Facilities Che
Slide 12: Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY liBlUE DART ·= Sustainable growth momentum, Market leader in India unique position for 828 express Express & Parcels Delivery &eCommerce BlUI DART Clear strategic direction, Enhancing investing for growth Shareholders Wealth ... - ::t'� Blue Dart Express I Investor
Slide 13: Maintain Market Leadership
MAINTAIN MARKET LEADERSHIP BLUE DART �- Blue Dart has a market leading position and has identified key levers to protect and gr�w the sow Product Focus • Surface: Vertical based solutioning and pricing. e • eCommerce: Strengthen surface small packages. Vertical Focus • Dedicated task force formed to
Slide 14: Growth Foundation for eCommerce
GROWTH FOUNDATION FOR eCOMMERCE IIUE DART ... ID � - - Competitive pricing Real-time Differentiated Enhanced ground Blue Line Slotted & transit time tracking & updates service offerings product: eCommerce (real time visibility) deliveries Llte Surface � E@i i 0 d �� �� � � � � Extended reach, Revers
Slide 15: 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 f -DIIL- Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I lnvesto,P�sentation I .,,.
Slide 16: Structural Market Trends
STRUCTURAL MARKET TRENDS BIUE DART . ,,,.:,14'�- ♦ INDIA REMAINS RESILIENT AMID THE GLOBAL ECONOMIC VOLATILITY • Economy is expected to grow at 6.5% in the current financial year, despite geo-political tensions and trade policy uncertainties, Economic Advisory Council to the Prime Minister (EAC-PM).
Slide 17: Digital Interface: Enabling Better Customer Experience
DIGITAL INTERFACE: ENABLING BETIER CUSTOMER EXPERIENCE llUE DART BIUEDART Pioneered 'Contactless tit It* t: : I h'I What 3 words • Deliveries· Digital 'sorry cards' • Digital billing & collections Customer interface APl's • Vendors billing & payment digitally Automated dimension captures for volume
Slide 18: Drone Delivery Services
BLUE DART- DRONE DELIVERY SERVICES BIUE DAIT .,,..:,94,_ 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 met
Slide 19: Impact of CSR Activity
IMPACT OF CSR ACTIVITY BlUE DART r,r. CONNECTINGPEOPLE. �lJ IMPROVINGLIVES & 00 , -- 0 (<<®>)) � . c...... � �� 8,88,000 1,77,60,000 20,387 10,000+ 6,248 Trees Planted Kilograms of Carbon/year Children Impacted through Individual Awareness Children Empowered offset on maturity Science Education Pro
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 pin
Slide 21: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY IIUE DART -ZIIIIL- • 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
Slide 22: Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BIUE DART 1-DIIL- Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for 828 express & eCommerce BLUE DART I =.:IIIL- Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I Invest
Slide 23: Financial Track Record
FINANCIAL TRACK RECORD BIUE DART 1-ZIHL- ◊�* ""'*;, 1r n • High returns to shareholders and Debt free structure � • Dividend of Rs. 25/- per share for the F.Y. 2024-25, recommended by the Board of Directors subject to approval of the Shareholders at ensuing AGM • Dividend of Rs. 25/- per share paid
Slide 24: Shareholding Pattern: June 30, 2025
SHAREHOLDING PATTERN: JUNE 30, 2025 BIUE DART r ,.,.'all£, Major Body Corporates 5.5% 4.0% Derive Trading & Group 2.09% I! Major Mutual Funds 9.3% ,.�., � HDFC 4.8% Kotak Mutual Fund 1.9% 3.9% - \ Canara Robeco 0.7% MajorFPI 2.3% First Sentier Investors 2.0% 75.0% Vanguard 0.9% lshares 0.3% Major In
Slide 25: Consistent Profitable Growth Track Record
CONSISTENT PROFITABLE GROWTH TRACK RECORD BIUE DART fMn • Total Income • EBITDA 44,375 32,924 '111 !.L 3,634 - 6,828 5,893 5,739 Revenue and 2020-21 2021-22 2022-23 2023-24 2024-25 Profitability EBDITA 9.9% j 11.0% 15.7% 13.1% 11.0% Margin ------------------------------------------------------------
Slide 26: Quarter-wise Performance (Standalone)
QUARTER-WISE PERFORMANCE (STANDALONE) llUE DAIT s;;,114.= , Mn 2025-26 Year Ql - - -- (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Mar) (Apr-Mar) (Apr-Jun) Revenue from 13,427 14,485 15,117 14,173 57, 202 1 14,419 operations j � EBITDA --t- 1,286 � 1,409 - 1,658 - ----l,38c;t - 5,739 1,2oal ---• ... --- . - .
Slide 27: Quarter-wise Performance (Consolidated)
QUARTER-WISE PERFORMANCE (CONSOLIDATED) BLUE DART ,..:,� fMn 2025-26 [ Year -QI l I I - (Apr-Jun) I (Jul-Sep) J (Oct-Dec) l__(Jan-Mar) II (Apr-Mar) (Apr-Jun) ---t Revenue from 13,427 14, 485 15,117 14,173 57,202 14,419 --t = 1 operations + EBITDA 2,113 2,2671 2,512 2,254 9,1461 - 2,05 5 Margin 15.63
Slide 28: Way Forward: Opportunities Galore
WAY FORWARD: OPPORTUNITIES GALORE I BlUE DART �--·--� ·- � Government focus on multi-modal � connectivity to boost logistics sector I Dedicated Corridor- Road � Aatma Nirbhar Bharat, ® Benefitscentralization from GST- better compliances, V• Make in India thrust �(?' of distribution V Drone deliverie
Slide 29: Wrap-Up
WRAP-UP ,.,,,,. l+ ·- ., � � © 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 ,. , - " ... ....... ,. _;� / • -.y I\
Slide 30: Thank You
de BLUE DART THANK YOU — “ake aes,
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