₹4480.0
-2.13% today
· 30d -1.75%
as of 2026-11-09
Price · Daily Candles
“Blue Dart navigates profit headwinds as DIIs trim stakes and FIIs follow suit.”
Blue Dart Express experienced a Q4 FY26 net profit decline of 11.42% YoY to ₹49 Cr, despite an 8.2% YoY revenue growth to ₹1533 Cr. While the company's 5-year revenue CAGR stands at a healthy 13.31%, the 3-year net profit CAGR has fallen by 12.6%. The stock trades at a TTM PE of 43.66x, with a low dividend yield of 0.47%.
BULL CASE
+Q4 FY26 revenue grew by 8.2% YoY to ₹1533 Cr.
+5-year revenue CAGR is strong at 13.31% (from FY21 to FY26).
+ML predictions indicate strong sales growth, with the 1-year sales growth rank across recent 2y, rolling 4y, and stable 7y models at 0.838, 0.77, and 0.751 respectively.
+The company's profitability score is high at 78 out of 100.
BEAR CASE
−Q4 FY26 net profit declined by 11.42% YoY to ₹49 Cr.
−The 3-year net profit CAGR has seen a significant decline of 12.6% (from FY23 to FY26).
−FIIs and DIIs both decreased their holdings by 0.07% and 0.06% QoQ respectively as of June 30, 2026.
−The TTM PE of 43.66x is higher than peer TCI (15.35x) and TVSSCS (51.19x), while ROCE of 17.0% is lower than TVSSCS (26.25%) and TCI (22.53%).
⟳ What Changed
₹ Latest Earnings · Q ending 2026-09-30
REVENUE
₹1774 Cr
+14.5% YoY
NET PROFIT
₹104 Cr
+27.66% YoY
OPM
16.92%
+0.15pp YoY
EPS
₹43.79
PE 43.66
Intrinsic value · DCF ₹1526.72 · Margin of safety -65.9% (overvalued) · FCF yield 4.66%
◇ Sector Position
Blue Dart's TTM PE of 43.66x positions it above sector leader TCI (15.35x) and below DELHIVERY (229.9x), while its ROCE of 17.0% lags peers like TVSSCS (26.25%) and TCI (22.53%).
PEERPEROCE %
BLUEDART43.6617.0
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ML Forward Growth Predictions 🔒
48
SCORE / 100
Overall
6-axis composite of the sections below.
Performance
UNDERPERFORMER
20
Valuation
FAIR
40
Growth
STEADY
50
Profitability
HIGH
78
Technicals
WEAK
47
Risk
MODERATE
50
Key Stats
TTM PE
43.66
P/B
7.07
52W HIGH
₹7036.0
OFF HIGH
-36.33%
DIV YIELD
0.47%
MKT CAP
₹10633 Cr
◉ Active Signals
MACDNeutral45.5044
RSI(14)Neutral50.2
Near 52W LowBearish8.19
Street Consensus
5 analysts₹5805.4
mean target
Low ₹4577.0Now ₹4480.0High ₹7350.0
⧉ Strategy Fit 🔒