| 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
- ₹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.
More from Blue Jet Healthcare Ltd
All →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.
Blue Jet Healthcare Investor Presentation: Key Takeaways
Blue Jet Healthcare reported Q1 FY27 revenue of INR 293 crores (+25% QoQ) and EBITDA of INR 98 crores. Management highlighted a shift toward higher-value PI and API verticals alongside significant upcoming capex.
Blue Jet Healthcare Investor Presentation: Key Takeaways
Blue Jet Healthcare reported Q1 FY27 Revenue of ₹2,931mn, up 25% QoQ but down 17.4% YoY. Strategy focuses on expanding R&D and CDMO adjacencies.
Blue Jet Healthcare Q1 FY27 Results: Net Profit ₹78.3 Cr, Down 14.1% YoY
Blue Jet Healthcare Ltd reported revenue from operations of ₹293.1 Cr (-17.4% YoY) and net profit of ₹78.3 Cr (-14.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹78.3 Cr · -14.1% YoY
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.
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.