Blue Dart Express Limited · NSE:BLUEDART
Blue Dart Express — Investor Presentation (November 2025)
30 slides from Blue Dart Express's investor presentation, Nov 3, 2025
Slide 1: Exchange filing cover letter
November 03, 2025 To, BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G Dalal Street, Bandra Kurla Complex, Bandra East, Mumbai – 400 001 Mumbai – 400 051 Scrip Code - 526612 NSE Symbol - BLUEDART Dear Sir/ Madam, Please find attached performanc
Slide 2: Blue Dart Express Limited Investor Presentation
BLUE DART EXPRESS LIMITED INVESTOR PRESENTATION October, 2025 / I/tt/ 16 /,-.·, ��,'. --:·:
Slide 3: Disclaimer
DISCLAIMER j a&UE 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 withi
Slide 4: Vision Statement
VISION STATEMENT BlUE DART _.,NL- \. - 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
Slide 5: Blue Dart Directors & Key Managerial Personnel
BLUE DART DIRECTORS & KEY MANAGERIAL PERSONNEL ( BLUE DART Prakash Apte Balfour Manuel Florian Bumberger 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 DHL Ex
Slide 6: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUE DAR 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 Express I Investor Pr:esentation I 5
Slide 7: Knowing Blue Dart - Introduction
KNOWING BLUE DART- INTRODUCTION BLUE DART I �.1114 • • • • -�= � • • • e ,. 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 200and entrepreneurs as in 1994 and current
Slide 8: Blue Dart at a Glance
- BLUE DART AT A GLANCE BlUE DART Capability •- • 56,400+ Locations covered Integral part of OHL Group, Unparalleled Integrated - • 6 Boeing 757-200 world's leading mail and A » • 2 Boeing 737-800 Air and Ground Network logistics company • Over 12,814 employees • Subsidiaries B Bl. • >> _.- • Blue D
Slide 9: Blue Dart's Leadership in India
BLUE DART'S LEADERSHIP IN INDIA I BlUE DART -illllL, • Own Aviation Network • Market Leading Transit Times * � • Reliability & High Service Quality a � • Extensive Reach & Network � � • Best-ln-ClassTechnology � Key Differentiators • Strong Brand Equity & Saliency � � • Responsiveness to Customer �
Slide 10: Blue Dart's Leadership in India (Contd.)
BLUE DART'S LEADERSHIP IN INDIA (CONTD.. ) BlUE DART ..Z,.##4 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 DART 1-ZI� ii Guwahati � 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 � 2,760+ Facilities Superio
Slide 12: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY I BlUE DART 1-Dl#L- Sustainable growth momentum, Market leader in India unique position for B2B express Express & Parcels Delivery &eCommerce BLUE DART Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I Investor Present
Slide 13: Maintain Market Leadership
MAINTAIN MARKET LEADERSHIP (!au1 DART _;;;,114 Blue Dart has a market leading position and has identified key levers to proted and grow the sow Product Focus • Surface: Vertical based solutioning and pricing. • - • eCommerce: Strengthen surface small packages. • Vertical Focus • Dedicated task force
Slide 14: Growth Foundation for eCommerce
GROWTH FOUNDATION FOR eCOMMERCE BLUE DART cD� 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 a � i 0 d) � � �© � � � � Extended reach, Re
Slide 15: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY [a1uE DART 1-iDl#L- Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for B2B express & eCommerce BlUI DARTI ..a,114,,_ Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I Inv
Slide 16: Structural Market Trends
STRUCTURAL MARKET TRENDS I BLUE DART ..,,..IHL, ♦ INDIA REMAINS RESILIENT AMID THE GLOBAL ECONOMIC VOLATILITY • India is expected to remain the world's fastest-growing major economy, underpinned by continued strength in consumption growth, according to World Bank's biannual South Asia Development Up
Slide 17: Digital Interface: Enabling Better Customer Experience
DIGITAL INTERFACE: ENABLING BETTER CUSTOMER EXPERIENCE I BLUE DART =.I.NL, •· Shipping in Just 10 mlnutu Introducing Blue Dart's new Digital Account Pioneered 'Contactless Opening (DAO) Deliveries' Digital Account Opening •· � (DAO) Here's how lt works: Customer interface Digital billing APl's � & c
Slide 18: Blue Dart - Drone Delivery Services
BLUE DART- DRONE DELIVERY SERVICES BIUEDART 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 CO emissions 2 compared to conventional delivery methods. □ Seam
Slide 19: Impact of CSR Activity
IMPACT OF CSR ACTIVITY BLUE DART I _.'a.#14 �r, IMPffOVING a.I�• CONNECTING PEOPI.E, LIVES & 00 , 0 �. � �� ((<@>)) 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
Slide 20: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY BIUE DART ..1IIIIL, 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. • I
Slide 21: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY ♦ • Achieve and maintain leadership status and pole position in both Air and Ground express segments • Airfleet enhancement • Leverage improved infrastructure including Freight Corridors/Logistics Parks • Pursue product and service innovation • Digitally enabled solutions
Slide 22: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUE DART -wDIIJ. Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for 828 express & eCommerce f BLUI DARTI �IIL- Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I Investor
Slide 23: Financial Track Record
FINANCIAL TRACK RECORD BLUE DART :(J�ft Aft;, l fit • 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: September 30, 2025
SHAREHOLDING PATTERN: SEPTEMBER 30, 2025 BLUI DART 1-'DHL. 5.2% 4.9°/4 \ Derive Trading & Group 2.08% /_ Major Mutual Funds 9.3% HDFC 5.53% Kotak Mutual Fund 1.95% Major FPI 3.5%. First Sentier Investors 1.3% 2.1% / Vanguard 0.3% !shares 0.3% 75.0% Major Insurance Companies ICICI Pru Life 2.3% HDFC
Slide 25: Consistent Profitable Growth Track Record
CONSISTENT PROFITABLE GROWTH TRACK RECORD BIUI DART �� fMn • Total Income • EBITDA 44,375 32 ,924 !f.1 6,963 - 6,828 5,893 5,739 Revenue and 2020-21 2021-22 2022-23 2023-24 2024-25 Profitability EBDITA I 11.0% 15.7% 13.1% 11.0% 9.9% Margin ------------------��*-�-------------------------------------
Slide 26: Quarter-wise Performance (Standalone)
QUARTER-WISE PERFORMANCE (STANDALONE) BlUE DART f Mn 2025-26 QI I Q2 _I HI (Jul-Sep) (Apr-Sep) 14,419T 1s,493T 29,913 operations EBITDA 1,286 1,409 2,695 1,658 1,3861 5,739 1,208 1,765 2,974 Margin 9.44% 9.60% 9.52% 10.83% 9.64% 9.90% 8.26% 11.25% 9.81% EBT 693 820 1,513 1,064 782 3,359 632 1,066 1,
Slide 27: Quarter-wise Performance (Consolidated)
QUARTER-WISE PERFORMANCE (CONSOLIDATED} I BLUE DART -10HL, +- f Mn 2024-25 2025-26 •- - Particulars Ql Q2 Hl Q3 Q4 Year QI Q2 • HI - (Apr-Jun) (Jul-Sep) (Apr-Sep) (Oct-Dec) (Jan-Mar) (Apr-Mar) (Apr-Jun) (Jul-Sep)=t (Apr-Sep) 13,427 14,4851 27,9121 15,1171 14,1731 �-� 57,202 14,4191 - 15,4931 29,913
Slide 28: Way Forward: Opportunities Galore
WAY FORWARD: OPPORTUNITIES GALORE llUE DART -ZI� (� Government focus on multi-modal � connectivity to boost logistics sector §> Dedicated Corridor- Road Aatma Nirbhar Bharat, � Benefits from GST- better compliances, Make in India thrust �� centralization of distribution V Drone deliveries � Multiple
Slide 29: Wrap-up
WRAP-UP BLUE DART 1-D� �:�*- .. \.. ' 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 \ � ..� ::·· .:.��-���- , , ,,t
Slide 30: nOA>INVHl i1ro1n11
nOA>INVHl i1ro1n11
Blue Dart Express — Investor Presentation (November 2025) on 6ix