Blue Jet Healthcare Limited — Investor Meet, 28-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Blue Jet Healthcare started FY'26 strongly: Q1 revenue at Rs 354.8 Cr (up 118% YoY), PAT at Rs 91.2 Cr (up 114% YoY). EBITDA was Rs 121 Cr (34% margin), explained by inventory adjustments. Management expects sustained growth across segments, driven by robust demand in Pharma Intermediates & API and Contrast Media. Unit-2's expansion is fully operational, and Unit-3 Mahad for backward integration is set for H2 FY'26 commissioning (Capex now Rs 300 Cr). Future plans include 1,000 KL capacity expansion over 2-3 years, with new blocks for Contrast Media and advanced sweeteners, plus development in peptide fragments. The outlook is confident, focused on customer partnerships and long-term value creation.