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Earnings Call

Blue Jet Healthcare Earnings Call: Key Takeaways

Blue Jet Healthcare reported FY26 revenue of ₹947cr (-8% YoY) and PAT margin of 26%. Management highlights transition from investment to commercialization phase via significant Vizag greenfield expansion.

Why this was an Alfa AlertNot a filter event. Revenue and EBITDA margins declined YoY; no material beat of prior guidance mentioned.
Highlights
Revenue growthFY26 -8% YoY; Q4 ₹235cr (-31% YoY).
MarginsFY26 EBITDA 31%; Q4 Gross Margin 56%.
Demand visibilityStrong visibility in CM segment; confirmed orders in select PI programs.
Management confidenceHigh for FY27; destocking in PI segment completed.

Growth

FY26 Revenue: ₹947cr (-8% YoY); EBITDA: 31% (vs 37% FY25); Contrast Media grew 23% full year.

Outlook

Planned ₹1,040cr capex (₹1,000cr Vizag, ₹40cr Hyderabad); guiding for double-digit growth in Contrast Media for FY27.

Risks

PI/API segment revenue fell 35% due to customer destocking; pricing pressure from imports in artificial sweeteners.

Source

Earnings Call filed with NSE, 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.