| Revenue growth | 25% QoQ growth driven by PI & API category. |
|---|---|
| Margins | EBITDA margin improved to 33.5% due to operating leverage. |
| Order book | 70% of total sales backed by contracted volumes. |
| Demand visibility | PI & API segments showing good traction this quarter. |
Growth
EBITDA grew 37.6% QoQ to ₹981mn with a 33.5% margin. PAT increased 21.6% QoQ to ₹783mn.
Outlook
R&D center in Hyderabad operational by Sept'26. Raised ₹8,000mn via QIP for expansion and Vizag project.
Risks
YoY revenue decline driven by lower sales in Pharma Intermediates (₹1,210mn vs ₹2,120mn).
Last quarter's promises, checked
Delivered
- Guided 3-4 new Contrast Media launches → delivered 19 additional intermediates (= BEAT)
- Guided Vizag groundbreaking → delivered project activities commenced (= BEAT)
- Guided PI segment normalization → delivered 5,046% QoQ surge in PI & API (= BEAT)
Partly delivered
- Guided ₹400mn capex for FY27 → delivered ₹8,000mn QIP for accelerated expansion (= PARTIAL)
Missed
- Guided flat FY26 revenue → delivered 8% YoY decline in FY26 (= MISS)
Investor Presentation 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 Earnings Call Transcript: Key Takeaways
Blue Jet Healthcare reported Q1 FY27 revenue of ₹2,931mn, up 25% QoQ but down 17% YoY. Management is focusing on capacity expansion and forward integration into advanced contrast media intermediates.
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.