Blue Dart shares gain 11% after announcing price hikes up to 12% from January 1, 2026

Shares of Blue Dart Express Ltd. nearly 11% on Tuesday, September 30, after the company on Monday announced a general price increase (GPI), with effect from January 1, with shipment prices set to increase by an average of 9% to 12%. At the highest point of the day, this was the biggest single-day gain for the stock since September 2024.

Blue Dart said the adjustment follows its annual review of the pricing structure, undertaken to ensure continued service excellence and to strengthen collaboration across its ecosystem.

The company said the revision is required to uphold its high standards of speed, reliability and customer-centric solutions, while addressing inflationary pressures, increasing airline costs and the complexities of global supply chains.

Blue Dart clarified that new customers, who sign up between October 1 and December 31, 2025 will not be impacted by the increase in price.

Also, the latest GST reforms slashed freight tax to 5%, and cut the tax rate on trucks and buses to 18% from the previous 28%. GST on third-party insurance on goods carriages was also reduced to 5% from 12%. For logistics companies, this means reduction in operating costs, cheaper fleet expansion and simpler compliance with fewer slabs.

Along with Blue Dart, Allcargo Gati also announced an average general price increase of 10.2%, which will also be effective from January 1, 2026.

BlueDart shares gained 10.6% to hit an intraday high of ₹6,169 apiece. The stock was up 7.8% at ₹6,015 apiece around 10.30 am. The stock has declined nearly 15.6% this year, so far.

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