Blue Dart Express Limited · NSE:BLUEDART
Blue Dart Express — Investor Presentation (August 2018)
30 slides from Blue Dart Express's investor presentation, Aug 21, 2018
Slide 1: Cover letter to stock exchanges
BLUE DART (@ EXPRESS LIMITED 5 <8) Blue Dart Center, Sahar Alrport Road, Andheri (East), Mumbal - 400089, India Tel: 2839 6444 Fax: 2824 4131 CIN : L81074MH1891PLC061074 www.bluedart.com communications@bluedarLcom. Date: August 20, 2018 To, To, BSE Limited National Stock Exchange of India Ltd Phiroz
Slide 2: Investor Presentation, August 2018
SF a a _ Jenuepyucg pue seni Ayaiys | 8102 ‘Isnbny UO!NCJUSSS1g JOJSSAU| pew sseidxy peg enig
Slide 3: Disclaimer
“ssauMmo aAyoedsar aout Jo Apedosd oy) uewes uoWeyuaseid sy) Ul Oo} pexidyer SeWeU Jonpoid pue ‘soBo) 10 soweU AuedwoO ‘syeWapE.) JeYIO [ty *HEWEPeD parelsiBa e st WEG enIg, “sIy] Sjda0oe Japeos ay) ‘uoHe}uasaid Siu} Busseoor Ag “awes ay) J8A0 UoaIpsyn] aney (J2YS ‘synod JeyjO OU pur ‘}eQUINW Ui Sun
Slide 4: Vision statement
Sper ss, a £661 U) SI@BEUEL 909 Jan Aq pajjeso Ajajeuojsseg — arene abe «Alqeyyoud suoieyoedxea Japjoyaye}s pue sawiojsno peeoxe pue yao |JIM ‘Abojouyda} pajyeonsiydos jo asn pue ‘aolAdas [euoissajoid pue Ayjenb y6iy yBnoiyy ‘oum a|doad ino eziubooad pue piemad ‘dojanap 0} UWWOD ayy *99ua19SUOD UBWI
Slide 5: Blue Dart: leading logistics provider
aud ania 's0sdj Aq paionpuos Asaing 1102 Aynba purig (1) Wea] jJuawebeuey Joluas peouaiiedxg Aguaijyes pue Aynby puelg Buoys wv Lusuely Bulpee7 jayey YIOMJON UOHeIAY Ae JOJEAOUU] PUL JBBUC!d diysuspee7 Bunaaijeq :weg enig
Slide 6: Stock and shareholding information
Jawa ania 7e81'0~eqoI5 puny %200 — PAINT (BUOREUDIN) suaMYseAu) ateIg 1s11J —_daqaNC Ng UBL "££ ~ Pung Xepu YoOS 1e %S6°0- 09 snUNeYY 5Ie> %660~ Pung xepu, Seuag VW ‘PUNY XBPUL YOOIS SIOHEW, $900 — Od 18) sojuedWog JejTeUS JeIEHD YSHIODg Oy, 64970 ~ ung ueURUEDGNS UeIPLI BFEIS 15114 %99'L — PUR EIPU
Slide 7: Company history and growth
Jaya ania 2 paonponyut yoeoddy aGieyoung jane J9}OWOld JEN PEINPOsUjs qHO alopeGueg ul wayshs Gunes) ‘yl Bouel|e SuBISe THG-HEG nig paresBeu| i augow paseq “Spiepuels asueg, 002-2529 Uly s¥onpu SWS peyoune ys 0002-1006 OSI au 0} veg enig ay) oF ABaqesg onsewiag eIpuls S002-252 Sujsog alya9-91 Bq 0}
Slide 8: Business model and services
yaeouddy aaneynsuog SOUBLIZADD uoyewoyny a@yesodiog 2109g Ja]OWOIg JON aoe pue Aouesedsuesy 991049 SII aWUaD JaWO}sND aunjonssedjuy SHO Cy, saomnes 1yBjel4 ay uONe}UWAaTG sewoIsND BOR) YON Sun) -/eoy uoneacuty seo1as pappy-anje,, Anaeiey dua AuRjapdog puzig sGuuayO sadjuas ssaidx3, 89U8}99xg ad1AIag
Slide 9: Network and infrastructure
Guo, 0} enp sawnsuod pue ay) 0} AleAyep eiojeq pawnies ( | S| UBUIYS BY! ary Ssacaid (O14) UIBYO OF Wray Peyydun L 8 ( JeUsO}SND BY} JO AWiqeeACUL)' PEsnjeH jweWwdIUS ‘ssaippy | TequINYY Uy eIgeWeAR AuEUND s{ eduEs SIL) ‘SOdiM1S eIKL 188) Oy) VaY|GuENIS OF aaWWAs Poppe ENIEA ‘@ULL 10) BaYAIBS JevOIT
Slide 10: Air and ground network
Ao sasodind aanonsry{ 10) somne! OREN, 6 8102 YareHY 01 2102 Iudy two poved ynuow 24 ay) 104 @GeLaRE Ae (2) (298 01 10u deur expu Bupaei pue uogenasay; uowzooly luaweBsUEW seeds :LUvRS (1) Ayiqewes soyases say6yy ut Suyinsa: suojesado Jeno joHUOD JOWadNg =e sawp ysuen Guypesj jeey © salentep Alsee p
Slide 11: Technology and customer tools
or ao104 sees = =o suvniov = eS quawabeuey sjunoooy 2] [ Buryoes) pue uoyenasoy | [ houked pue SWH ] [ Bursjoauy ‘Gugunosay jeoueuls | [ wajsig aouabljajuy ssauisng | [ wayskg uoqeWwo;ny } Juieyshg. uonerseiddy / sjure|dwog uoyeooy juawaBeuey aoedg dda suopeiedo Wed enig fF wavaHs | VINK / wSSSHVO p
Slide 12: Operations and delivery process
ldva ania @ynoJ payeuBisep 40) sdoys JO J@qUINU 40} SUONIPUOD Jas Sdjay eujGue Gujuueld ajqeziuojsng « Buyuueid sno} a1weutp 0} anp s}soo ‘ 104 94 Ua aust eID) aAEIENS yodsuey) pug suo|ssjwia saonpay » ews) yoni, Hews) auold-J01a $si Oye pue ssagoid punoqui suoresado jo All Asanyeq pue dn-y914 ,JUE6
Slide 13: Sustainability
rai 5| ~ EL y s f] (Auqisuodsay Bua] tepun) HOWS.LOD PUP d1SHOD ‘N3SYDO8 Jo siejid Qn au) 64) Japun auwe.Boud Ayyqeure|sns Guons & eAey Hq pue Leg anig Ylog Aunqeureysng J (" BOYD JO 10}SaAu] Pue ‘Bd10YD Jo JeXojduHy ‘a2!049 Jo saplAoig Buleq ) J aanzelgo s,dnoip ayy ym pauBye s! yoIyM ‘o}@ 'syoN| W
Slide 14: Shareholding pattern and equity fund holdings
sosd| Aq pajonpuey punoy 1102 Ainby pug {unos faye ania et 2 dutog, 9 duuog g doy Bureg Jawojsna 7 paueg yS9 Buons 7 49el-1H 7 a AypomjsniL 2 dug arqelisy 7 Auedwog jeuoieusazu| 7 ‘Bulaq se payejoosse 8] ueq enig puelg ‘SOSdl Jed sy ee [ s1y6yy6ipy hey f (ay) Aunby reuipniiny "sided sj sHuowe JsoybI
Slide 15: Customer satisfaction survey
bi . awd ania sa102§ paludiany Ly “sosd] Aq 9102 Aanung uoNaeysyeg sewoIsNg : e03nIg i} ae ee ee 7 iva ania / 6s ap \ SSaUISNg Jo a2 esee10U] 0} poo\EN! suvaama! 65 £9 Lv $s Ls] | Suis anunuog 0} pooyyieyt) dav ania 19 6b os 9g [ vz | | Gujpuewiuosay Jo pooyyjex 7 zawa ants | I nawaamig) ee ee “ zy
Slide 16: Awards and recognition
12002 - vaVo @ul Aq prem wey {euRiTy OAD) 286, Bip JOLOIRIEKD OOD < 2102 ‘ee, ou po s0RUBKO OLED IW -OS1a < Jaya ania SI cr ren eumrena ss ar erer te cers ean ete a TS ‘vORmAY NEG Ong Ay ‘BipUy BaqiO Aq Saqrodwog OF JedNg 3,e~PL} JC OUD Fe po! « \ 5002 ‘Sumedoy repueuiy ut sauna 10) put J sueiUndozy
Slide 17: Business strategy
Jawa ania z: S: Qe DWd» ‘sioypny [Buje] < - dT1 sere|ossy ¥ loqineg y's :ssoypny AicineIS < SPFEPURIS S102-1006 OSI [eqo|6 mau ay; 0) suzaA £40} 20g isnBny u) pay)ies-a1 pue 946} souls spyepue}s L006 OSI Jed se paylued - OSI- VOUT < SIOUPNY / UOHEIINED OST siseq Snonuyuoo B UO Spsau s,;9UIO}sNO ayy
Slide 18: Leadership team
Bipuy ‘swojaq JO UBWUIEYD Ose SeM pue| IYO] JO Wepisaid Ajsnoineid Sueyunosoy paispeyo soyauig epies espuaen ssaidxg eq anig uw sieak +6} ‘I]eseA0 gouaredxe jo sieak Je aoueldwen 9 ee - peay 9 Aiejaivag Auedwop BLepuny seysny Lt sseidxg eg anig ym suBak +6, ‘eJeao eoUsuadxa Jo suBAA EZ seoyO jetoueu
Slide 19: Operational overview
cls E102 “FE YOIEW ol Z10z 't Arenuer wou) SipuoW LoS 10) a7e G}-2Z402 JO saunGy ayy se 200K {weuino/S186K snojAeid OYt Jo BsoUN O| aiqesedued you aie £}-Z10Z jO SeINBY Oy “YOIEW ISLE O} JequIODaG 151g Woy} J8aK CuUNodoy fo ebueYo eYI O} JUBNbESUOD -B}ON “spiny sso1dx3 THO epnyou} jou op pus pus see
Slide 20: Market position and strong growth
te yaw uo sy (2) PET | ct 2t02 be equeneg uo sy (1) wy _ — 8102 LOZ 910e SLOS FLOe E10% ZLOz 1 LOZ OL0% B00e B00e 2002 900¢ %9'S8 S190 z9 u Gs gb uw oseL $sn oze uu 26. $Sn deo yey deg jayey z8s | (2102) (%) aseyg layey sseidxz puncig peziuebig- BESS | s13430 | (2102) (9%) ares jeysey sseudxz any pe
Slide 21: Financial performance
‘lava ant 0z uonexe| pue uoeleideq ‘jse1e}uy e10jog Wold (£) ‘a.ania i “AWODU] JEYIO PUE UOISs}LUWWOD ‘sabieyo aovuag Bursydwioa awoouy je10, (Zz) ww * siseq @UO|EPURIS B UO ate sjefpuUeUY jy (1) ~spodey jeroueur Aueduion peypny :eanog (wei) Choe Hue Stapua poyod Sujpus poyed GLICZAA —LMOTAA MHOZAA
Slide 22: Capital employed and cash flow
Iz “pahoidwg jedeg aBerany / 1193 se payeinajes 4904 (z) “siseq BUOJEpUe]g B UO (t) “spoday jeloueul4 Auedwo payipny :eaunos (st) €10z Yue 9L-SLOz St-vloz yi-e10e 6Supus poved BISUEUIA 489A [FIDUEUI4 4EO, |GIOUEUIA skOA TeISUEULA Jee, le|queUty Bupunodoy i Wee 6E wy ee OED oD @(a90u) pekojdwiy jeyde
Slide 23: Debt and borrowing
ware woo ama ex (UomLH 1991 SH — Burpuejsino ‘uo ZzEE sty — ezIs enssi) “seijuaqag e\qewaepey ‘pesnoasun sAUedWod O} .WW GNI, ‘PIT led yueesey 9 SHuyey eIpu| pue VY [WYOI], PeuBisse sey HO! < (nu — Bulpuesino) UOHIIL OOE “SY Jo euWeIBold }qap WWe}-YOYs peded jeln1euIWICO seg ang JO} a ‘PIT Vad BIpUu
Slide 24: Consolidated financial performance
1uwa ania Oe ‘UOREXE| puE LoguIDEdeg "}seva1U) O10}0R NOL, “AWODU| JBYIO pure UOKsSRUUIOD ‘seBIEYD e9yueg Gusudwoo eLIODUI JEIO | * BISEQ PSIEPIOSUCD & LO Bie SpEOUELY jy “syodeyy repoueul4 Aveduiog peupny :aanog e10g (ws) Buipue poured cloz yoeyy BLLOZAS —LEHOTAG —HSLOZA A «SI-WIOZAS —HEELOZAY —-Gm
Slide 25: Consolidated cash from operations
x4 by “SISEq PaEPI|OSUCD e LO saniAoy Guyesado Woy Ysed (1) Va “suoday yejoueul4 Aueduo9 paypny :aounog (wg 1) e102 uoreN, Sujpue poyod BLLOTAA LL-OLOTAS M-SLOZAS Si-vlozAd vi-cLozAa Bupunossy | ebb HDvO” i = Sese sesh oszz 2gle OLlse (uu *sy) (ySeNIANoy Buryesedg wo. yseg ~ [ ssepjoyeseys 0} susnje
Slide 26: Consolidated debt and net worth
“SISEq PA]EPIOSUOD B UO VOM JON PU Iqeq (1) *suoday |eiueui4 Aueduio5 payipny :asunag YHOMjeun = dep e OL-Z102 Ad Zb9L08 Ad OLSLOZ Ad [: Loop U GIS zee eles S6c¥ egy | ( (uw -sy) YOM J2N Pur Iqeq Pe}JeP!|OSUOdD - -(,) aanyonsys jeydeo iqeq°"
Slide 27: Corporate strategy
Suypurasing sajeg sheq (6) ony sad 1809 Sugeiedo (2) :anoyy 49d 1805 Bune1ado (1) pe “uoIssiuls 09 Sie paca ee eee ae | Gubiew:ties)iA O1 (| ed 90d Wi} ple S]UEID|}J9/ 8820010 'BALip. Font N05 % ee no at) as 1S3e Jeunsu “$30)08S Ul aouesaid Sos neni diyssapee7 jaye Mo15 pue ulEyUEYY _ ABayesg ssouis
Slide 28: Key challenges and mitigants
Jawa ania Be Widojanap 8u} JONUOU suojeinBey Jy eyeiay pue joy Ajng dweis exejeuey ‘2002 ‘Joy PeOY Aq sheen ‘WWI1g |eIsOq ‘JUaWUOI|AUY AloyeinBoy ul sabuey9, juauRINIO9: 4 R rai JamModue||| Sulq-JUOIY Palys jo Aiqeyeay a] sainjeyy Ansnpu| se sisAe]_y peziuebig mayN fo Aug paseq afer DUBLIND PUB |OS8
Slide 29: Company financial reports
Taya int sf HOM IeNASIUEeAINDy YseD = YSED — 199q WHE, GUO) = NEL AuNbe iqaq paisnipy (0) “BUODUE J8U1IO JO BASN/OU) G18 (LAIGd) UOHEXe| PUB VoITE}esdEq "}Sa/E}U] BIO}ER WIG ‘euooU) Buyeradg JeyIQ pue suOHeIEdC LOY suCQUYSEIES IN BuIsudUIGD ewoODU) [EOL IN “BIpUT U! SUONBIEdo SH Woy} BHUBAL a1)WUS S
Slide 30: Slide 30
Blue Dart Express — Investor Presentation (August 2018) on 6ix