BLUEJETNSEBlue Jet Healthcare LimitedMediumNeutral
Announced Wed, 14 May · 17:22 IST

Blue Jet Healthcare Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

BLUEJET · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Blue Jet Healthcare reported a strong Q4 FY25 with revenue of Rs. 3,404 mn, up 85.1% YoY, and record quarterly EBITDA of Rs. 1,400 mn at a 41.1% margin (up 1,226 bps YoY). PAT for the quarter came in at Rs. 1,101 mn, up 177.7% YoY. For full-year FY25, revenue grew 44.7% to Rs. 10,300 mn, EBITDA rose 64.8% to Rs. 3,777 mn with margin expanding 446 bps to 36.7%, and PAT jumped 86.4% to Rs. 3,052 mn. Growth was driven mainly by Pharma Intermediates & API, which surged 350% YoY. The company has commercialized Gadolinium-based Contrast Media products, secured a 30,366 sq.mt plot at Dahej III, and announced a Rs. 1.2/share final dividend. Management has board approval to raise up to Rs. 15,000 mn via QIP/preferential/other routes.

Likely market impact

Sharp margin expansion and strong YoY earnings growth are positive signals, though the stock already trades at a Rs. 15,278 cr market cap. The proposed Rs. 15,000 mn equity raise could lead to dilution, and a Rs. 1,933.86 mn tax demand (partly already provided for) remains a risk overhang.