ALFA Finder| Revenue growth | 25% QoQ growth driven by PI & API category traction. |
|---|---|
| Margins | EBITDA margin improved to 33% from 30.4% QoQ. |
| Demand visibility | Contracted sales volumes account for ~70% of total sales. |
| Management confidence | High; successful ₹8,000mn QIP and project execution on track. |
Growth
Revenue grew 25% QoQ; EBITDA increased 38% QoQ to ₹981mn with 33% margins. YoY revenue declined 17% due to lower PI sales.
Outlook
R&D center in Hyderabad operational by Sept’26; Vizag project commenced; raised ₹8,000mn via QIP for expansion.
Risks
YoY performance impacted by lower sales in Pharma Intermediates category; exposure to global pharmaceutical regulatory changes.
Last quarter's promises, checked
Delivered
- Mahad Unit 3 backward integration → Onstream in FY27 (= BEAT)
- Vizag Greenfield project → Groundbreaking completed/underway (= BEAT)
- Debt-free status → Remained debt-free (= BEAT)
Partly delivered
- Contrast Media growth → 23% FY26 growth vs double-digit guide (= PARTIAL)
Missed
- FY26 Revenue → INR 947cr vs flat expectation (= MISS)
- FY26 EBITDA margin → 31% vs 37% FY25 (= MISS)
- PI/API Q4 Revenue → INR 2.4cr vs INR 196cr YoY (= MISS)
Earnings Call Transcript filed with NSE, NSE: BLUEJET. Summary written with AI assistance from the document.
Blue Jet Healthcare Ltd: key numbers
- Share price
- ₹543.85
- Market cap
- ₹9,434 Cr
- Revenue (annual)
- ₹947.3 Cr
- Net profit (annual)
- ₹247.8 Cr
- P/E (TTM)
- 33.1×Sector 43.8×
- Promoter holding
- 73.15%-6.66% QoQ
- FII holding
- 0.81%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Blue Jet Healthcare Ltd
All →Blue Jet Healthcare Earnings Call Transcript: Key Takeaways
Record Q2 FY27 revenue of about ₹376 Cr (+28% QoQ), but gross margin fell 4ppt to 49% on West Asia raw-material costs. Management gave no numerical forward guidance; margin recovery depends on price hikes from Q3.
Blue Jet Healthcare Other Announcement
Blue Jet Healthcare filed CARE Ratings' monitoring agency report for the QIP proceeds for the quarter ended 30 September 2026. The report shows nil deviation from the offer objects on the ₹800 crore issue.
Blue Jet Healthcare Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs3,757mn (record, +127% YoY), EBITDA Rs1,188mn (31.6%), PAT Rs1,025mn (27.3%). H1 FY27 revenue Rs6,689mn, PAT Rs1,808mn. Growth led by pharma intermediates and API.
Blue Jet Healthcare Q2 FY27 Results: Net Profit ₹102.5 Cr, Up 96.7% YoY
Blue Jet Healthcare reported standalone financial results for the quarter ended September 30, 2026. Revenue from operations reached Rs.375.74 Crore with a net profit of Rs.102.52 Crore.
- Key figure
- Net profit ₹102.5 Cr · +96.7% YoY
Blue Jet Healthcare Board Meeting Date
Blue Jet Healthcare scheduled a board meeting on November 5, 2026, to consider Q1 FY27 unaudited results. No financial figures are disclosed.
Blue Jet Healthcare Other Announcement
Blue Jet Healthcare Limited filed its quarterly shareholding pattern for the period ended 30 September 2026 under Regulation 31(1)(b). Promoter and promoter group hold about 73.15% of the equity.