Blue Dart Express Limited · NSE:BLUEDART
Blue Dart Express — Investor Presentation (May 2026)
30 slides from Blue Dart Express's investor presentation, May 14, 2026
Slide 1: Blue Dart Express Limited – Exchange Filing Cover Letter
BLUE DART EXPRESS LIMITED Blue Dart Center, Sahar Airport Road, Andheri (East), Mumbai - 400 099, India Tel.: 022 - 69756444 CIN : L6107 4MH1991PLC06107 4 www.bluedart.com communications@bluedart.com May 14, 2026 To, To, BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exc
Slide 2: Investor Presentation May 2026
INVESTOR PRESENTATION May, 2026
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 (
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 f CJ 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 f!!!!F1allL,_ Florian Bumberger Balfour Manuel Kavita Nair R.S.Subramanian Director Managing Director Independent Director Director Divisional CHRO,DHL eCommerce, Member of the DPDHL SVP/Country Manager, Group HR Board. OHL Express India Dr. V
Slide 6: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BIUE DART -DIIL-- Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for B2B express & eCommerce BLUE DART -al'IL- Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I I 5
Slide 7: Knowing Blue Dart - Introduction
KNOWING BLUE DART - INTRODUCTION BlUE DART -'DIIL-- • • • • • • • • . • • Started Operations in Maiden public DP-OHL 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 entrepreneurs as in 1994 and current
Slide 8: Blue Dart at a Glance
BLUE DART AT A GLANCE .. .. Capability .. .. · ·» • 56,400+ Locations covered Integral part of OHL Group, .- Unparalleled Integrated A • 6 Boeing 757-200 world's leading mail and Air and Ground Network ■·. • 2 Boeing 737-800 logistics company • Over 14,600 employees Subsidiaries _: >> • Blue Dart Av
Slide 9: Blue Dart's Leadership in India
BLUE DART'S LEADERSHIP IN INDIA a: Own Aviation Network Cl. a Market Leading Transit Times a Reliability& High Service Quality � a Extensive Reach& Network � Best- In - Class Technology � Key Differentiators a - Stro�g Brand Equity & Saliency � tf a: Responsiveness to Customer Passionate& Committed
Slide 10: Blue Dart's Leadership in India (Contd.)
BLUE DART'S LEADERSHIP IN INDIA (CONTD..) 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 benchmarke
Slide 11: Integrated Air and Ground Pan-India Network
INTEGRATED AIR AND GROUND PAN-INDIA NETWORK 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 Superior control over operations
Slide 12: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUE DART _.'.iill-¥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 I
Slide 13: Maintain Market Leadership
• MAINTAIN MARKET LEADERSHIP BlUE DART -.:!1-¥££!!!!! 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 t
Slide 14: Growth Foundation for eCommerce
GROWTH FOUNDATION FOR eCOMMERCE Competitive pricing Real-time Differentiated Enhanced ground Blue Line Slotted & transit time tracking & updates service offerings product: eCommerce (real time visibility) deliveries Lite Surface '' \ I I I Extended reach, Reverse pickup/ COD/POS 56,400+ Open & close
Slide 15: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUE DART -1011£.,,,. Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for B2B express & eCommerce Clear strategic direction, Enhancing investing for growth Shareholders Wealth
Slide 16: Structural Market Trends
STRUCTURAL MARKET TRENDS BlUE DART e:ZIIIL.!!!!!!!. ♦ The fallout of the crisis in West Asia on India's economy • The war has disrupted energy supply chains (crude oil, natural gas, fertilisers) due to production, storage, and transport constraints, compounded by a partial blockade of the Strait of
Slide 17: Digital Interface: Enabling Better Customer Experience
DIGITAL INTERFACE: ENABLING BETTER CUSTOMER EXPERIENCE •· ·• Shipping In just 10 minutes Introducing Blue Dart's new Digital Account Pioneered 'Contactless Opening (DAO) Deliveries' Digital Account Opening •· ·• (DAO) 1■·1:·· ■· · · Here's how it works: Customer interface Digital billing APl's & col
Slide 18: Blue Dart - Drone Delivery Services
BLUE DART- DRONE DELIVERY SERVICES 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. □ Seamless Deliv
Slide 19: Impact of CSR Activity
IMPACT OF CSR ACTIVITY Jr1 CONNECTING PEOPLE, ,U.J IMPROVING LIVES 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 Activities through Blue Edge 4,509 60 2,
Slide 20: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY BlUE DART -1011/L- • 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 code coverage a
Slide 21: Corporate Business Strategy
CORPORATE BUSINESS STRATEGY BlUE DART -.Z,IIL- • 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: Blue Dart Investment Case Summary
BLUE DART INVESTMENT CASE SUMMARY BlUE DART -Zl-¥L!!E!! Sustainable growth Market leader in India momentum, unique position Express & Parcels Delivery for 828 express & eCommerce BLUE DART -11711L- Clear strategic direction, Enhancing investing for growth Shareholders Wealth Blue Dart Express I Inve
Slide 23: Financial Track Record
FINANCIAL TRACK RECORD • 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 • Dividend of Rs. 25/- per share paid to Share
Slide 24: Shareholding Pattern: March 31, 2026
SHAREHOLDING PATTERN: MARCH 31, 2026 BlUE DART -10.l'.IL-- .. . . . . . .. .. . . ... .. . . ... .... . . .. . . .. I . ....... .. ..... .........._. Derive Trading & Group 2.10% I Major Mutual Funds HDFC 7.62% Kotak Mutual Fund 1.86% 3.3% Major FPI � 2.1% Vanguard 1.0% Robeco Capital 0.5% Ishares 0
Slide 25: Consistent Profitable Growth Track Record
CONSISTENT PROFITABLE GROWTH TRACK RECORD f Mn • Total Income • EBITDA Y. !!ii Revenue and 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26 Profitability EBDITA 15.7% 13.1% 9.9% 9.7% Margin • OCF • Capex • FCF 6-·- j: Consistent Cash Flow Generation and Growth Investment 2020-21 2021-22 2022-23 2023
Slide 26: Quarter-wise Performance (Standalone)
QUARTER-WISE PERFORMANCE (STANDALONE) BlUE DART s/DIILsa f Mn 2024-25 2025-26 Particulars Q1 Q2 Q3 Q4 Year Q1 Q2 Q4 Year Q3 (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Mar) (Apr-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Mar) (Apr-Mar) Revenue from operations 13,427 14,485 15,117 14,173 57,202 14,419 15,493 16,
Slide 27: Quarter-wise Performance (Consolidated)
QUARTER-WISE PERFORMANCE (CONSOLIDATED) BlUE DART -Z,IIL- f Mn 2024-25 2025-26 Particulars Q1 Q2 Q3 Q4 Year Q1 Q2 Q3 Q4 Year (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Mar) (Apr-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Mar) (Apr-Mar) Revenue from operations 13,427 14,485 15,117 14,173 57,202 14,419 15,493 16
Slide 28: Way Forward: Opportunities Galore
WAY FORWARD: OPPORTUNITIES GALORE BlUE DART !=!"274'#L.,,... rv> :i Government focus on multi-modal � connectivity to boost logistics sector Ii Dedicated Corridor - Road Aatma Nirbhar Bharat, @ Benefits from GST- better compliances, Make in India thrust �rf centralization of distribution � V Drone d
Slide 29: Wrap-Up
WRAP-UP BlUE DART _.:,IIL- 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
THANK YOU BLUE D: WHO CRABE9 ART —aPsIZ,—