| 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
- ₹541.35
- Market cap
- ₹9,391 Cr
- Revenue (annual)
- ₹947.3 Cr
- Net profit (annual)
- ₹247.8 Cr
- P/E (TTM)
- 40.0×Sector 47.3×
- 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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