Investor Presentation

Blue Jet Healthcare reported Q4 FY26 revenue of Rs. 2,347 mn (down 31% YoY) with EBITDA of Rs. 713 mn (30% margin) and PAT of Rs. 643 mn (27% margin). The YoY decline was primarily due to negligible sales of one molecule in the Pharma Intermediates vertical and customer inventory normalization. However, QoQ performance showed strong improvement with revenue up 22%, EBITDA up 52%, and PAT up 60% compared to Q3 FY26. For FY26, revenue was Rs. 9,473 mn (down 8% YoY) with EBITDA of Rs. 2,941 mn (31% margin) and PAT of Rs. 2,478 mn (26% margin). Contrast Media intermediates grew 22.6% YoY and now contribute 52.5% of revenue. The company has commenced the Vizag project and R&D center construction in Hyderabad, and received trial orders from a new Japanese customer in Advanced Contrast Media.