Mr. Patash · Research desk
directWhat were the damage and number of parcels transported this quarter?
The number of parcels was 94.1 million. The damage was 340,068 tons.
BLUEDART / Q1-FY26 / claim-ledger
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Mr. Patash · Research desk
directWhy are margins weaker and are there one-off costs?
The EBITDA margin has been 15.63% in the last year's same quarter, which is now 15.15%. There is a drop of about 1.5% there. What we see is more of a change in the product or the customer mix. There is no one-off that has impacted the quarter.
Mr. Patash · Research desk
directIs the new Delhi facility dragging margins due to ramp-up costs?
That's not a reason. I mean, yes, there is a new investment that has come in. In the overall scenario, it is not as significant as it will impact the margin as a percentage of.
Mr. Patash · Research desk
directWhat is the B2B and B2C growth for the quarter?
In B2C, we see revenue growth of about 20%, and in B2B, it's about 2.4% for the quarter.
Mr. Asam · Research desk
directHow many freighters are owned vs leased and how is tonnage computed?
We have a total of eight freighters. We have six 757s and two 737s. One 757 is leased, whereas the rest of the seven are owned ones. ... damages is including all the products that we bill to the customers.
Mr. Asam · Research desk
directWhat is the growth in surface vs air revenue for the quarter?
The surface growth, which includes both retail as well as the surface B2B, the growth has been 13% in sales, whereas in air, it has been 2.2%.
Mr. Guru · Research desk
directWhat is the B2B and B2C mix as a percentage of sales?
For this quarter, it is 71% and 29%. B2B is 71% and B2C is 29%.
Mr. Guru · Research desk
partialWhat is the margin differential between B2B and B2C?
Margin across the quarters would be more or less the same, on the same lines as I would say. The yield would be different, but the margin percentage would be similar.
Mr. Guru · Research desk
partialWhy is B2B growth so low and what is the outlook?
We do have plans to grow the B2B business as well, especially driven by the surface. ... There will be plans to ramp up that business along with, of course, B2C on ground.
Mr. Nirmal · Research desk
directWhat is the reason for the decline in shipment growth rate?
Yes, that is where if the higher kilos per shipment, heavier parcels grow faster. ... If your kilos grow faster as compared to shipments in a given period, there can be some dilution in the margin.
Mr. Anto · Research desk
directWhat is the B2B and B2C growth numbers for the quarter?
Yeah, for B2B, the revenue growth was 2.4% and B2C was 20.2% in revenue.
Ankita · Research desk
directWhy does profitability not change with mix if margins are similar?
When you look at the profitability, we have a network that is interconnected... Especially when your ground is growing faster as compared to air, the variable margin on the air... will be relatively lower as compared to ground.