Blue Jet Healthcare Limited — PPTs, 25-05-2026: Investor Presentation

Blue Jet Healthcare reported FY26 revenue of Rs 947.3 Cr (down 8% YoY), EBITDA of Rs 294.1 Cr (down 22%), and PAT of Rs 247.8 Cr (down 19%). Q4 FY26 showed strong QoQ growth with revenue up 22%, EBITDA up 52%, and PAT up 60%, largely driven by advanced Contrast Media sales. However, Q4 YoY performance declined significantly due to negligible sales in a Pharma Intermediate molecule and customer inventory normalization. Contrast Media continued robust growth (up 22.6% for FY26), while Pharma Intermediates & API saw a decline.

Strategically, the company is forward-integrating into advanced Contrast Media intermediates for higher realizations and expanding into niche Pharma Intermediate & API adjacencies using existing customer relationships. New developments include the Vizag project groundbreaking, an R&D Centre in Hyderabad, and new Advanced Contrast Media orders from a Japanese customer. Management expects normalization and robust revenues from Pharma Intermediates in coming quarters. FY26 EPS was Rs 14.3, with Rs 361.9 Cr in cash and investments.