ALFA Finder| 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
- ₹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.