Blue Dart Express (526612) Q4 25/26 earnings summary

Executive summary

• Revenue from operations for FY 2026 was INR 6,141 crore, up from INR 5,720 crore in FY 2025, with profit after tax at INR 240 crore for the year and INR 43 crore for Q4 FY 2026.

• Growth was driven by e-commerce and B2B Surface Express, with continued investment in network and operational efficiency.

• The company focused on operational efficiency, network expansion, and adapting to regulatory changes, including new labour codes.

Financial highlights

• FY 2026 consolidated revenue: INR 6,141 crore; FY 2025: INR 5,720 crore.

• FY 2026 profit after tax: INR 240 crore; Q4 FY 2026: INR 43 crore.

• Standalone net profit for FY 2026: INR 239.7 crore; total comprehensive income: INR 263.2 crore.

• Earnings per share (consolidated, not annualised): INR 104.26 for FY 2026.

• Q4 FY 2026 revenue: INR 1,533 crore.

Outlook and guidance

• Focus remains on balancing capacity and demand to optimize profitability, with no specific forward-looking volume or margin guidance.

• Optimistic outlook supported by India's expanding consumption, infrastructure, digital adoption, and demand for time-definite logistics.

• Plans to invest further in network, technology, service quality, and sustainable logistics.