Blue Jet Healthcare Limited has informed the Exchange about Presentation
BLUEJET · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Blue Jet Healthcare shared its Q1 FY26 (ended June 30, 2025) earnings presentation. Revenue from operations stood at Rs. 354.8 crore, up 4.2% sequentially and 117.8% year-on-year, driven by strong sales in the Pharma Intermediates & API segment. However, profitability weakened on a sequential basis — EBITDA fell 13.6% QoQ to Rs. 121 crore with margin contracting 701 bps to 34.1%, and PAT declined 17.2% QoQ to Rs. 91.2 crore. The company attributed the QoQ margin dip to a shift in product mix and lower inventory levels, which hurt overhead absorption. On a YoY basis, both EBITDA (up 173.3%) and PAT (up 141.3%) more than doubled. For full-year FY25, revenue grew 44.6% to Rs. 1,030 crore with EBITDA margin of 36.7% and PAT of Rs. 305 crore. The company remains debt-free with cash and treasury investments of Rs. 285 crore and recently commissioned Plant 6 at Ambernath.
The QoQ margin compression and decline in profits may concern short-term investors, especially given the sharp drop in gross margin. However, the strong YoY growth, zero-debt balance sheet, and ongoing capacity expansion (Plant 6) suggest the business remains on a solid long-term growth path, particularly in the high-growth Pharma Intermediates & API segment.