Blue Dart Express (526612) Q1 25/26 earnings summary

Executive summary

• Revenue from operations for the quarter ended 30 June 2025 was INR 14,419 million (₹144,192 lakhs), up from ₹134,271 lakhs year-over-year and ₹141,732 lakhs sequentially.

• Profit after tax for the quarter was INR 469 million (₹4,883 lakhs), compared to ₹5,342 lakhs in Q1 FY25 and ₹5,515 lakhs in Q4 FY25.

• EPS for the quarter stood at INR 20.5 (₹20.58) per share, reflecting healthy growth in revenue, kilos, and shipments.

• The company operates a single segment: integrated air and ground transportation and distribution, with all revenue generated in India.

• Major milestones include the launch of India's largest integrated operating facility at Bijwasan, New Delhi, and network expansion to Guwahati.

Financial highlights

• Revenue from operations reached INR 14,419 million (₹144,192 lakhs) for the quarter ended 30 June 2025.

• Profit after tax was INR 469 million (₹4,883 lakhs) for the quarter.

• EPS for the quarter was INR 20.5 (₹20.58) per share.

• Number of parcels transported was 94.1 million, with total damage (tonnage) at 340,068 tons.

• Total expenses increased to ₹138,585 lakhs from ₹127,976 lakhs in Q1 FY25.

Outlook and guidance

• Management is focused on improving margins and profitability, with seasonality expected to influence results.

• No specific forward-looking volume or revenue guidance provided, but the company aims to maintain stable growth and service quality.

• Results were reviewed and approved by the Board on July 29, 2025, with no qualifications in the limited review report.