Blue Dart Express saw its share price jump more than 9% on Thursday after a major tax relief for its aviation arm and a new price hike for shipments.
GST demand cut lifts the stock
The Goods and Services Tax adjudicating authority reduced the tax demand on Blue Dart Aviation from about ₹421 crore to just ₹64.98 lakh, plus a small amount of interest and penalty. The company paid the revised amount to avoid a drawn‑out legal battle. This surprise reduction sent the shares up 9.39% to an intraday high of ₹6,039.50 before settling around ₹5,727.50, a gain of roughly 3.7% by midday.
Shipment prices to rise 9‑12% from 2026
Alongside the tax news, Blue Dart announced a general increase in shipping rates. Average prices are expected to go up between 9% and 12% starting January 1, 2026. The exact rise will vary depending on the type of product and each customer’s shipping profile. The company says the hike is needed to keep services fast, reliable, and customer‑focused while coping with inflation, higher airline costs, and more complex global supply chains.
Stock’s longer‑term trend
Despite the recent jump, Blue Dart’s shares have fallen about 21% so far in 2025, extending a three‑year losing streak.
What this means for investors
- The tax reduction removes a big financial burden, which can improve profitability.
- Higher shipping rates may boost future revenue, but could also affect demand if customers look for cheaper alternatives.
- Short‑term price spikes may offer trading opportunities, but the longer‑term downtrend remains a concern.
Remember, this is perspective, not prediction. Do your own research before making any investment decisions.