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Earnings Call

Blue Jet Healthcare Earnings Call: Key Takeaways

Blue Jet Healthcare reported FY26 revenue of ₹9,473 mn with 31% EBITDA margin. Strong growth in Contrast Media was offset by declines in Pharma Intermediates & API due to customer inventory normalization.

Why this was an Alfa AlertNot a filter event. Results showed a YoY decline and no evidence of beating prior guidance by >10%.
Highlights
Revenue growthFY26: -8% YoY; Q4 FY26: -31% YoY.
MarginsFY26 EBITDA margin 31% vs 37% YoY.
Order bookReceived trial orders in Advanced Contrast Media from Japan.
Demand visibilityPI segment de-stocking complete; robust orders expected.
Management confidenceStrong visibility on underlying demand; expecting normalization.

Growth

FY26 revenue fell 8% YoY; PAT dropped 19% to ₹2,478 mn. Q4 FY26 showed QoQ recovery with revenue up 22%.

Outlook

Ground-breaking for Vizag project; R&D center completion by Sept 2026. Expect normalization and robust PI segment orders.

Risks

Declining revenues in PI & API segment (-35.6% YoY) and increased operating costs impacting EBITDA margins.

Source

Earnings Call filed with BSE, NSE: BLUEJET. Summary written with AI assistance from the document.

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Blue Jet Healthcare Ltd: key numbers

Share price
₹570.65
Market cap
₹9,899 Cr
Revenue (annual)
₹947.3 Cr
Net profit (annual)
₹247.8 Cr
P/E (TTM)
42.1×Sector 50.4×
Promoter holding
73.15%-6.66% QoQ
FII holding
0.63%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Blue Jet Healthcare Annual General Meeting

Blue Jet Healthcare held its 58th AGM, approving audited financials, a Re 1.20 dividend, and director re-appointments. No material amendments were noted.