Blue Jet Healthcare Limited has informed the Exchange about Investor Presentation
BLUEJET · price
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Blue Jet Healthcare reported Q4 FY26 revenue of Rs. 2,347 million with EBITDA of Rs. 713 million (30% margin) and PAT of Rs. 643 million (27% margin). Year-over-year, revenue declined 31% and PAT fell 42%, impacted by negligible sales in the Pharma Intermediates (PI) vertical and customer inventory normalization. Full-year FY26 revenue came in at Rs. 9,473 million (down 8% YoY) with EBITDA margin contracting to 31% from 37% in FY25. Sequentially, Q4 showed strong improvement with 22% revenue growth and 52% EBITDA growth versus Q3 FY26. Gross margin improved to 56% in Q4 driven by favorable product mix and higher contrast media sales. The company has started its Vizag project and Hyderabad R&D center construction, targeting completion by September 2026. PI de-stocking is completed with robust revenues expected going forward, and trial orders were received from a new Japanese customer in Advanced Contrast Media.
The stock faces pressure from the 8% annual revenue decline and margin contraction, though the sequential recovery in Q4 and management's positive commentary on PI normalization and new customer wins provide some optimism. The expansion projects (Vizag, R&D center) signal long-term growth investments but may weigh on near-term free cash flow.