| 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
- ₹542.95
- Market cap
- ₹9,418 Cr
- Revenue (annual)
- ₹947.3 Cr
- Net profit (annual)
- ₹247.8 Cr
- P/E (TTM)
- 40.1×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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