Blue Jet Healthcare Limited has informed the Exchange about Transcript
BLUEJET · price
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Blue Jet Healthcare reported a record FY'25 with revenue of Rs. 1,030 crore, up 45% year-on-year, EBITDA of Rs. 377.7 crore at 37% margin (up 65% YoY), and PAT of Rs. 305.2 crore, up 87% YoY. Q4 FY'25 revenue came in at Rs. 340.4 crore with EBITDA margin expanding sharply to 41% from 29% a year ago. The pharma intermediates & API segment grew nearly 4x year-on-year, led by scale-up of the cardiovascular intermediate. The company added 157 KL of new capacity at Unit-2 Ambernath, commissioned a new contrast media block, and committed Rs. 40 crore for a new R&D center in Hyderabad. The company remains debt-free with Rs. 285 crore in cash and treasury, and declared a dividend of Rs. 1.20 per share. Management highlighted ~20 new R&D opportunities, with 30% in late phase 3 or commercial, and plans for Mahad Unit-3 (H2 FY'26) and a new multipurpose plant (H2 FY'27), supported by CAPEX rising to ~Rs. 300 crore.
Record financial performance, debt-free balance sheet, and a strong capacity expansion pipeline driven by CDMO de-risking from China (including GLP-1 intermediates) point to a positive growth trajectory. However, management's repeated refusal to give forward guidance and unresolved details on the proposed Rs. 1,500 crore fund raise may keep near-term sentiment cautious.