Blue Dart MD bets on chips, data centres and Tier-II push to power India's next logistics leap

MD Balfour Manuel says AI, semiconductors, data centres, FTAs and airport build-out will reshape Indian logistics. E-commerce now contributes 30% of Blue Dart's business with over 50% share of the air logistics e-commerce market, as the firm channels more than a third of capex into technology.

— Source publishedWed, 17 Jun, 2026, 07:05 IST·First seen Wed, 17 Jun, 2026, 07:11 IST·Source Business Standard · Companies

What happened

Blue Dart MD Balfour Manuel sees AI, semiconductors, data centres, FTAs and airport expansion driving logistics growth. E-commerce contributes 30% of business

Key facts

  • 8 Boeing aircraft
  • 74 locations
  • 165 airports
  • 250 airports by 2030
  • 400-500 airports by 2047
  • 30% e-commerce share of business
  • >50% air logistics e-commerce market share
  • >1/3 capex on technology

Why this matters

Blue Dart's tech-heavy capex and Tier-II expansion thesis opens M&A and partnership windows in regional last-mile, data-centre logistics, and semiconductor supply-chain enablement.

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