Current price is more than the intrinsic value

Intrinsic Value

Stock has been generating better return on equity than bank FD

ROE vs FD rates

Stock doesn't offer attractive dividend returns

Dividend Returns

Good time to consider, as stock is not in overbought zone

Entry Point

Stock not in ASM/GSM lists and not a lot of promoter holding is pledged

No Red Flags

Motilal Oswal recommended Neutral rating on Blue Dart Express with a target price of Rs 8110 in its research report dated November 23, 2022.

Neutral Blue Dart Express; target of Rs 8110 : Motilal Oswal

Speaking to ET NOW, Ketan Kulkarni, Chief Commercial Officer, Blue Dart discussed the company's strategy to tackle competition headwinds and how retail outlets in Tier I & II towns will help to scale up the business and reduce turnaround times. He also mentioned that the festive season contributed to the highest-ever number of shipments in Q2FY23. Additionally, he shared information about Blue Dart's market share in air packages and documents. To know more watch the full interview, only on ET NOW!
#etnow #ketankulkarni #bluedart

Blue Dart's Strategy To Tackle Competition Headwinds | Ketan Kulkarni | ET Now

Stocks to watch out for today: UltraTech Cement, Bajaj Auto, Nykaa, Bharat Electronics, Blue Dart, CSB Bank and more

Stocks in news: Nykaa, UltraTech, Bajaj Auto, Blue Dart and more

Skye Air serves businesses from Flipkart to Swiggy to Blue Dart through its last-mile drone delivery services. It has covered nearly 12,000 aerial kms.

Drone delivery start-up Skye Air Mobility raises seed funding from Chiratae Ventures, Mamaearth, Curefit founders

ICICI Direct recommended hold rating on BlueDart Express with a target price of Rs 7800 in its research report dated November 03, 2022.

Hold BlueDart Express; target of Rs 7800: ICICI Direct

Motilal Oswal recommended Neutral rating on Blue Dart Express with a target price of Rs 8110 in its research report dated October 29, 2022.

Neutral Blue Dart Express; target of Rs 8110: Motilal Oswal

Broker’s Call: Blue Dart Express (Neutral)

Sona BLW’s Q2 revenue, Ebitda and Ebitda margin were ahead of Bloomberg consensus estimates. High structural growth visibility and ROEs should continue to drive premium valuations, said Nomura India.

Stocks to buy: Maruti Suzuki, IOC, Sona BLW & Blue Dart

We believe intensifying competition in the price-sensitive market is likely to pose the major headwinds for the company.

Blue Dart Express Q2 Results Review - Lower Realisation, Higher Costs Dent Margins: ICICI Securities

Blue Dart Express’ consolidated net profit rose 3.4% to Rs 93.64 crore on 17.9% increase in revenue from operations to Rs 1,325.28 crore in Q2 FY23 over Q2 FY22.

Blue Dart Express Q2 PAT up 3% YoY to Rs 93 cr

Blue Dart Express consolidated net profit rises 3.41% in the September 2022 quarter

Blue Dart Express Ltd. is engaged in the business of integrated air and ground transportation and distribution of time sensitive packages to various destinations, primarily within India.

Blue Dart Express Ltd

Blue Dart Express Ltd

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Neutral Blue Dart Express; target of Rs 8110 : Motilal Oswal

News Video

Blue Dart's Strategy To Tackle Competition Headwinds | Ketan Kulkarni | ET Now

Stocks in news: Nykaa, UltraTech, Bajaj Auto, Blue Dart and more

Drone delivery start-up Skye Air Mobility raises seed funding from Chiratae Ventures, Mamaearth, Curefit founders

Hold BlueDart Express; target of Rs 7800: ICICI Direct

Neutral Blue Dart Express; target of Rs 8110: Motilal Oswal

Broker’s Call: Blue Dart Express (Neutral)

Blue Dart Express Ltd

Intrinsic ValueIntrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD ratesFixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend ReturnsA dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry PointHigh demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Neutral Blue Dart Express; target of Rs 8110 : Motilal Oswal

News Video

Blue Dart's Strategy To Tackle Competition Headwinds | Ketan Kulkarni | ET Now

Stocks in news: Nykaa, UltraTech, Bajaj Auto, Blue Dart and more

Drone delivery start-up Skye Air Mobility raises seed funding from Chiratae Ventures, Mamaearth, Curefit founders

Hold BlueDart Express; target of Rs 7800: ICICI Direct

Neutral Blue Dart Express; target of Rs 8110: Motilal Oswal

Broker’s Call: Blue Dart Express (Neutral)

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock