Krupa Shankar · Research desk
directWhat are tonnage and shipment numbers for the quarter?
The tonnage for the quarter is 374,884 tons. Number of shipments are 107.4 million.
BLUEDART / Q3-FY26 / claim-ledger
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Krupa Shankar · Research desk
partialWhat is e-commerce growth rate and contribution?
E-commerce has continued to be the driver... eCom Surface Lite has been continuing to grow at a much faster rate as compared to eCom Air.
Krupa Shankar · Research desk
directWhat is B2C/e-commerce contribution and ground tonnage growth?
eCom has continued to be at around 31% in this quarter of the overall revenue and ground also this quarter slightly lower, that is at 28.6.
Krupa Shankar · Research desk
evasiveIs ground growth expected to be north of 20% given capacity additions?
Yes, ground will continue to be the growth driver and the facility that we bring in... Both these two products are expected to be the growth drivers.
Analyst · Research desk
partialWhat led to strong margins and are they sustainable?
The margins for this quarter were related to the festive period... we'll work towards maintaining or improving the margins.
Analyst · Research desk
declinedWhat is volume growth guidance and margin range?
We will not be able to forecast. However, we'll work towards improving the margins further.
Analyst · Research desk
directIs traditional business declining due to faster e-commerce growth?
The other products which are traditional documents or air products... also continue to grow, however, at a lesser rate.
Analyst · Research desk
partialIs the industry consolidating towards larger players?
Given some of the consolidation that has happened in the recent past, there will be... a better opportunity to realize better price points to charge for the value being delivered.
Analyst · Research desk
partialWhat is CapEx for this quarter and FY27?
Our CapEx is typically in the range of maybe INR 100-150 crores of rupees, expected to remain in the same kind of range.
Krupa Shankar · Research desk
evasiveWill air growth be flattish and capacity underutilized?
Our pallet utilization remains at around 85%-90%... Unless the air volumes grow very significantly at a very high level, we may not have to add any additional routes.
Krupa Shankar · Research desk
evasiveWhat is effective pass-through of January price hikes?
January, the price hike is part of this quarter. It of course sometimes takes some time to realize, but we'll get to see the clear picture at the end of this quarter.
Shivom Aggarwal · Research desk
evasiveWhat is demand outlook in B2B and B2C markets?
We see in general customers growing... it's difficult to estimate as to how the demand is panning out, but we see a lot of positivity.