NJ Krupashankar · Spark Capital Advisors
directWhat were tonnage and parcels for the quarter?
Yes, so the shipments were 106.28 million shipments, and the tonnage was 363,974 tons. For the quarter.
BLUEDART / Q2-FY26 / claim-ledger
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Blue Dart · Analyst questions, management answers, and the quality of the response where the ledger is available.
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NJ Krupashankar · Spark Capital Advisors
partialIs margin improvement due to operating leverage and sustainability?
This quarter, we had a growth of 10% in number of shipments and 5.9% in the weight... It is largely, I would say, attributable to the favorable change in the mix of both customers' products.
NJ Krupashankar · Spark Capital Advisors
directWhat was B2C growth this quarter?
B2C growth would have been close to about 17%+ for quarter and quarter. I mean, for the year-on-year same quarter compared to last year.
NJ Krupashankar · Spark Capital Advisors
partialWhat is the mix of air vs ground and growth in ground?
Growth continues to be a, I mean, ground continues to be the main contributor to the growth... For this quarter also, the shipments have grown by 23%.
Speaker 8 · Research desk
directWhat new customer acquisition engines deployed since 2023?
This has been more of an automation of the expedition of the customer additions... We have seen even earlier this year, in the last quarter itself, we have launched a digital account opening.
Speaker 8 · Research desk
directHow do margins move with mix and pricing approach?
The pricing is not typically on a cost-plus basis... it is based on a pricing matrix... the effort is always to variabilize the cost as much as possible.
Achal Lohade · Nuvama Wealth
partialWhat is the sectoral mix of end-user industries?
Not exactly, I would say... BFSI is a big segment that we focus on... electronic, retail, automotive, garments.
Achal Lohade · Nuvama Wealth
directHow large is documents as a percentage of revenue?
It would be close to 25%-30%.
Achal Lohade · Nuvama Wealth
directAre there any one-off expenses this quarter?
No, there are no one-offs or there are no extraordinary elements in this quarter.
Achal Lohade · Nuvama Wealth
partialCan margins sustain at current 7% PBT level?
Yes. As I said, it's a question of the mix of customer lanes. So yes, if favorable or better conditions or mix prevails, there can be favorable movement or sustenance of these margin levels.
Dhruv Jain · Ambit Private Limited
directWhat is the B2B/B2C split and growth rates?
Between B2B and B2C, it remains for this quarter 70/30, 70% B2B and 30% B2C revenue. Growth. For this quarter, overall B2C would be 18%, B2B about 2.5%.
Anshul Agrawal · Emkay Global Financial Services Ltd
directWhy did blended yields inch up despite surface growing faster?
Surface this time, we had an increase in the number of shipments versus the number of... the realization per kg, there will be an increase because we have moved more lighter shipments.