Logistics stock hits 20% upper circuit after its net profit increases by 66%

Synopsis: A small cap company’s shares hit a 20 percent upper circuit in today’s trading session after announcing Q2 results.

A small cap company that is involved in transportation and door-to-door distribution of time-sensitive shipments, through an integrated ground and air transportation network is in the spotlight today after posting Q2FY26 results. Read the article below for detailed insights into its performance.

With a market capitalization of Rs. 15,767.21 crore, the shares of Blue Dart Express Limited were closed at Rs. 6,645, hitting an upper circuit of 20 percent from its previous closing price of Rs. 5,537.50. 

Q2FY26 Results

Blue Dart Express Limited reported Rs. 1,549.33 crore in revenue for the second quarter of FY26, a 6.96 percent increase over the Rs. 1,448.46 crore for the same period in FY25. It increased by 7.45 percent as compared to Rs. 1,441.92 crore in Q1 FY26.

The company’s EBITDA for Q2 FY26 stood at Rs. 251.96 crore, up by 28.81 percent from Rs. 195.61 crore in Q1 FY26, and rose by 15.55 percent from Rs. 218.05 crore in Q2 FY25.

The consolidated net profit for the second quarter of FY26 was Rs. 81.38 crore, which was 66.66 percent higher than the Rs. 48.83 crore reported in the previous quarter and increased by 29.5 percent from Rs. 62.84 crore in Q2 FY25. Profit growth was also reflected in earnings per share (EPS), which increased to approximately Rs. 34.30 in Q2 FY26 from Rs. 20.58 in Q1 FY26 and Rs. 26.49 in Q2 FY25. 

Other Highlights

Looking ahead, the company stated that the third quarter is traditionally its strongest period, supported by festive season demand and increased year-end shipments. Additionally, Blue Dart announced an annual price revision of 9–12 percent effective January 2026 to offset cost inflation and sustain its high service standards.

According to Balfour Manuel, Managing Director of Blue Dart, the company’s quarterly performance demonstrates resilience and agility in a rapidly changing environment, highlighting the strength of its business model. He expressed optimism about India’s logistics sector, supported by rising consumption, increased manufacturing localisation, and growing adoption of organised supply chain solutions. He added that the rollout of GST 2.0 is expected to further boost public consumption and strengthen Blue Dart’s position as a key facilitator of trade and connectivity. 

As part of its growth strategy, the company launched a Digital Account Opening platform to help businesses start shipping within 10 minutes and inaugurated a Green Integrated Ground Hub in Pataudi, Haryana, aimed at enhancing its express network through sustainable, tech-driven infrastructure. These initiatives, he said, underscore Blue Dart’s commitment to digitalisation, green logistics, and customer-focused innovation, reinforcing its role as a leading logistics partner in India’s growth story.

About the company

Blue Dart Express Ltd. is South Asia’s leading express air and integrated transportation and distribution company, delivering to over 56,400 locations across India. As part of the DHL eCommerce division of the OHL Group, it benefits from access to a global logistics network spanning over 220 countries and territories. The company offers a wide range of services, including air express, freight forwarding, supply chain management, and customs clearance, supported by advanced technology, dedicated infrastructure, and a strong customer-centric approach that reinforces its leadership in the logistics sector.

Blue Dart has received several recognitions for its excellence, innovation, and employee-friendly culture. It has been named among India’s Best Companies to Work For, Best Multinational Workplaces in Asia, and has also been voted as a Superbrand and Reader’s Digest Most Trusted Brand. It has been featured in Fortune 500’s list of India’s Largest Corporations and Forbes India’s Super 50 Companies.

It is also known for promoting diversity and inclusion, being recognised as one of India’s Best Workplaces and Best Organisations for Women. In 2024–25, Blue Dart received the Best In-House Legal Team award in the logistics category at The Economic Times Global Legal Awards. The company also contributes to society through its Go Green, Go Help, and Go Teach programs, which focus on environmental protection, community welfare, and education.

As of September 2025, the company’s shareholding pattern shows that promoters hold 75 percent of the total equity, indicating strong promoter ownership. Foreign Institutional Investors (FIIs) hold 5.04 percent, while Domestic Institutional Investors (DIIs) own 13.13 percent. The public shareholding stands at 6.82 percent, reflecting a healthy level of retail and institutional participation in the company.

Written By Akshay Sanghavi

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