| 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
- ₹545.50
- Market cap
- ₹9,463 Cr
- Revenue (annual)
- ₹947.3 Cr
- Net profit (annual)
- ₹247.8 Cr
- P/E (TTM)
- 40.3×Sector 47.4×
- 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.
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