Blue Dart Express Limited · NSE:BLUEDART
Blue Dart Express — Investor Presentation (February 2025)
30 slides from Blue Dart Express's investor presentation, Feb 18, 2025
Slide 1: Blue Dart Express Limited filing letter
BLUE DART EXPRESS LIMITED Blue Dart Center, Sahar Airport Road, Andheri (East), Mumbai - 400 099, India Tel.: 2839 6444 Fax: 2824 4131 CIN: L61074MH1991PLC061074 www.bluedart.com communications@bluedart.com February 18, 2025 To, To, BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy
Slide 2: Investor Presentation February 2025
BLUE DART EXPRESS LIMITED INVESTOR PRESENTATION February, 2025
Slide 3: Disclaimer
DISCLAIMER BLUE DART _Z,1#£.,,,,, 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 (wh
Slide 4: Vision Statement
VISION STATEMENT BlUE DART 1-DIIL= To be the best and set the pace in the express air and integrated \ iJJ-- transportation and distribution industry, with a business and human - ··-----=m ➔ -------------� conscience. We commit to develop, reward and recognize our people who, through high quality an
Slide 5: Directors & Key Managerial Personnel
BLUE DART DIRECTORS & KEY MANAGERIAL PERSONNEL BlUE DART .,,.,,10.IIL,,,,, Prakash Apte Balfour Manuel Florian Bumberger Kavita Nair Chairman & Independent Director Managing Director Director Independent Director Divisional CHRO,DHL eCommerce, Member of the DPDHL Group HR Board. R.S.Subramanian Dr.
Slide 6: Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BLUE DART 1-DIIL.- Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for B2B express & eCommerce BLUE DART Clear strategic direction, Enhancing investing for growth Shareholders Wealth IMl:l�l:C!!,t,inn I s
Slide 7: Knowing Blue Dart - Introduction
KNOWING BLUE DART- INTRODUCTION BlUE DART I _Z,IIL= • • BLUE DART -DIIL- . • • • � • • Started Operations in Maiden public DP-OHL 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
Slide 8: Blue Dart at a Glance
BLUE DART AT A GLANCE BIUE DART =;allL= Capability • • 56,400+ Locations covered Integral part of OHL Group, Unparalleled Integrated A.i» • 6 Boeing 757-200 world's leading mail and Air and Ground Network • 2 Boeing 737-800 logistics company • Over 12,590+ employees \ • •. '- 'r.i' •. Subsidiaries B
Slide 9: Blue Dart's Leadership in India
BLUE DART'S LEADERSHIP IN INDIA llUE DART -illllL- • 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 fl • Responsiveness to Customer
Slide 10: Blue Dart's Leadership in India (Contd.)
BLUE DART'S LEADERSHIP IN INDIA (CONTD..) llUE DART =1illlL= 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 BlUE DART _Z,IIL.,.,,, :� t:t1 � We provide clear Customer Value Proposition v/s our competitors Ahmedabad • Extensive reach Optimized flight scheduling facilitating late pick-ups and early ■ A,r l·letworl<: deliveries ■ Ground r letwork Market leading tra
Slide 12: Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUE DART 1-iallL= Sustainable growth momentum, Market leader in India unique position for B2B express Express & Parcels Delivery &eCommerce BLUE DART C ......____ Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I Inve
Slide 13: Maintains B2B Market Leadership
MAINTAINS B2B MARKET LEADERSHIP BlUE DART I =al.IL- Blue Dart has a market leading position and has identified key levers to protect and grow the sow in Air & Ground Emerging Markets • 1000+ tier II & Tier Ill towns identified for growth opportunity. • - • Revenue Contribution to All India over LY i
Slide 14: Growth Foundation for eCommerce
GROWTH FOUNDATION FOR eCOMMERCE BlUE DART =ZIIIL- ID -- 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 � ®}) = ' , ' E@J � � ,, ' '' g d ��dl
Slide 15: Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUE DART I =ill.NL= Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for 828 express & eCommerce BlUI DART ZU"IL. Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I Investo
Slide 16: Structural Market Trends
STRUCTURAL MARKET TRENDS BlUE DART I =Z,IIL= INDIA REMAINS RESILIENT AMID THE GLOBAL ECONOMIC VOLATILITY • The January 2025 edition of the World Bank's Global Economic Prospects (GEP) report projects India's· economy to grow at a steady rate of 6.7% in both FY26 and FY27. • At a time when global gro
Slide 17: Digital Interface: Enabling Better Customer Experience
DIGITAL INTERFACE: ENABLING BETTER CUSTOMER EXPERIENCE BlUE DART ,,,,,..:,,1114,,,""" •· ·•.A BLUE DART CM·hil Ilii:i¢1 Pioneered 'Contactless Cttifft#\M·\th*:i What 3 Words Deliveries' I Digital 'sorry cards' .a. -·� Digital billing & collections �- • One·1top cu!.tome-r Platform � !:.1a:nup d1g1U,
Slide 18: Blue Dart - Drone Delivery Services
Blue Dart - Drone Delivery Services BlUE DART t =1allL= 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 meth
Slide 19: Sustainability @ Blue Dart
Sustainability @ Blue Dart BlUE DART I ,,,,,.allL= &•lj', CONNECTING PEOPLE, ,�J, ' IMPROVING LIVES 00 , 0 �- � �� ((<®>)) � 7,77,000 1,55,40000 20,387 10,000+ 5,259 Trees Planted Kilograms of Carbon/year Children Impacted through Individual Awareness Children Empowered offset on maturit Science Edu
Slide 20: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY BlUE DART -Z,IIL= -----==------- 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
Slide 21: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY BLUE DART .,,,,..:,4114,_,,,,,, • 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 innovatio
Slide 22: Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUE DART _;,1_14,,= Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for B2B express & eCommerce I BLUE DAR!J -'DI.IL. Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I In
Slide 23: Financial Track Record
FINANCIAL TRACK RECORD BlUE DART I =.:,IIL= x;/,,._fJ>fr lPI fr;, • High returns to shareholders and Debt free structure �""B • Dividend of Rs. 25/- per share paid to Shareholders for the F.Y. 2023-24 • Dividend of Rs. 30/- per share paid to Shareholders for the F.Y.2022-23.Total dividend (Interim &
Slide 24: Shareholding Pattern: December 31, 2024
SHAREHOLDING PATTERN: DECEMBER 31, 2024 BlUE DART I ..,,,Z,,##LES Major Body Corporates 5.9% Derive Trading & Group 2.09% Major MutualFunds 8.9% HDFC 4.4% Kotak Mutual Fund 2.0% 3.4% ___ Nippon Life 0.8% 1 MajorFPI First Sentier Investors 2.0% 75.0% Vanguard 0.9% Fidelity 0.4% Major Insurance Compan
Slide 25: Consistent Profitable Growth Track Record
CONSISTENT PROFITABLE GROWTH TRACK RECORD BlUE DART I _11'.IIL= f Mn • Total Income • EBITDA Y. 31,804 3 2,924 6,963 6,828 5,893 1,378 - 3,634 Revenue and 2019-20 2020-21 2021-22 2022-23 2023-24 Profitability EBDITA 4. 3 % 11.0% 15.7% 13.1% 11.0% Margin • OCF • Capex • FCF 5,827 -·- 'j: 3 ,668 Cons
Slide 26: Quarter-wise Performance (Standalone)
QUARTER-WISE PERFORMANCE (STANDALONE) BlUE DART _10,IIL.,,,,, fMn 2024-25 Vear QI - -- 02 II -� Q3 - -- 9M - (Apr-Jun) (Jul-Sep) (Oct-Dec) (Apr-Dec) (Jan-Mar) (Apr-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) (Apr-Dec) Revenue from 12,376 13,245 13,829 39,450 13,229 52,678 13,427 14,485 15,117 43,029 operatio
Slide 27: Quarter-wise Performance (Consolidated)
QUARTER-WISE PERFORMANCE (CONSOLIDATED) BlUE DART .,,,,,,%1.#IL- fMn 2024-25 ·1 Vear Ql -- Q2 II ..JL Q3 -- 9M - (Apr-Jun) (Jul-Sep) (Oct-Dec) (Apr-Dec) (Jan-Mar) (Apr-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) (Apr-Dec) Revenue from 12,376 13,245 13,829 39,450 13,229 52,678 13,427 14,485 15,117 43,029 , op
Slide 28: Way Forward: Opportunities Galore
WAY FORWARD: OPPORTUNITIES GALORE BlUE DART I ,,,,,;;,1_14,,_= (�J Government focus on multi-modal � connectivity to boost logistics sector I Dedicated Corridor- Road V Aatma Nirbhar Bharat, Make in India thrust @ Benefits from GST- better compliances, �rP centralization of distribution � V Drone de
Slide 29: Wrap-Up
WRAP�UP BLUE DART I ""':DI#£,,,,, ' ---- · -== - - -·······' 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 .. . ""
Slide 30: Thank You
BLUE DART aceon onda 20 mvt one? THANK YOU
Blue Dart Express — Investor Presentation (February 2025) on 6ix