| Revenue growth | 25% QoQ revenue increase driven by PI and API segments. |
|---|---|
| Margins | EBITDA margins at 33.5%; gross margins slightly pressured by raw materials. |
| Order book | Robust order book reported for existing and upcoming product verticals. |
| Demand visibility | Strong order book; PI/API demand normalized after customer destocking. |
| Management confidence | High confidence in PI/API visibility for next 3-4 quarters. |
Growth
Revenue grew 25% QoQ to INR 293 Cr; EBITDA margin improved to 33.5% from 30.4% QoQ.
Outlook
Planned capex of ~INR 1,000 crores over 3 years; Mahad unit commissioning expected H2 FY27.
Risks
Rising raw material costs due to geopolitical issues and transit delays for contrast media impacting revenue recognition.
Last quarter's promises, checked
Delivered
- Guided Mahad Unit 3 completion → delivered H2 FY27 commissioning timeline (= BEAT)
- Guided debt-free status → delivered remained debt-free (= BEAT)
- Guided PI/API inventory normalization → delivered demand normalized/growth led by PI/API (= BEAT)
Partly delivered
- Guided INR 400 Cr FY27 capex → delivered INR 250 Cr planned for FY27 (= PARTIAL)
Investor Presentation filed with BSE, 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 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 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.