| Revenue growth | Q2 revenue ₹376 Cr, +28% QoQ; H1 +29% YoY. |
|---|---|
| Margins | Q2 gross margin 49%, down 4ppt QoQ; H1 51%, down 3ppt YoY. |
| Order book | Not quantified; management cites strong visibility from innovator relationships. |
| Demand visibility | Management cites good order visibility; no quantified outlook given. |
| Management confidence | Balanced-to-defensive; repeatedly declined forward numerical guidance. |
Growth
Q2 +28% QoQ; contrast media +25%, PI/API +52%, sweetener -30%. H1 revenue ₹669 Cr, +29% YoY.
Outlook
No numerical guidance given. Phase-one WISAC capex ~₹1,000 Cr, timing unspecified; Mahad unit on stream H2 FY27.
Risks
Gross margin down 4ppt QoQ to 49%; price hikes only from Q3; crude-linked costs unpredictable; no growth guidance.
Last quarter's promises, checked
Delivered
- Hyderabad R&D 'operational this month' → operational (= BEAT)
- PI/API 'strong order book, 3–4 qtrs visibility' → PI/API +52% QoQ (= BEAT)
Partly delivered
- ~₹30 Cr goods-in-transit to book in Q2 → uplift not quantified (= PARTIAL)
- 2 high-conviction programs due FY27–28 → still clinical, unquantified (= PARTIAL)
Missed
- Raw-material cost pass-through 'with a few-quarter gap' → GM 53%→49%, hikes only from Q3 (= MISS)
- Mahad 'slightly ahead of' H2 FY27 schedule → on stream H2 FY27 (= 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
- ₹553.80
- Market cap
- ₹9,607 Cr
- Revenue (annual)
- ₹947.3 Cr
- Net profit (annual)
- ₹247.8 Cr
- P/E (TTM)
- 33.7×Sector 43.0×
- 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 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.
Blue Jet Healthcare Other Announcement
Blue Jet Healthcare Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, as required by regulatory norms.