Conference Call with Blue Jet Healthcare Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 1 month 1 week ago

Pharmaceuticals company Blue Jet Healthcare announced Q4FY26 & FY26 results Q4FY26 Financial Highlights: Revenue from Operations: Stood at Rs 2,347 million in Q4FY26, compared to Rs 1,924 million in Q3FY26 (up 22% QoQ) and Rs 3,404 million in Q4FY25 (down 31.1% YoY). EBITDA: Stood at Rs 713 million (30% margin), compared to Rs 469 million (24% margin) in Q3FY26 (up 52% QoQ) and Rs 1,400 million (41% margin) in Q4FY25 (down 49.1% YoY). Profit After Tax (PAT): Stood at Rs 643 million (27% margin), compared to Rs 402 million (21% margin) in Q3FY26 (up 60% QoQ) and Rs 1,101 million (32% margin) in Q4FY25 (down 41.6% YoY). Gross Margin: Stood at 56.4% in Q4FY26, compared to 51.7% in Q3FY26 and 54.9% in Q4FY25. FY26 Financial Highlights: Revenue from Operations: Stood at Rs 9,473 million, compared to Rs 10,300 million in FY25 (down 8% YoY). EBITDA: Stood at Rs 2,941 million (31% margin), compared to Rs 3,777 million (37% margin) in FY25 (down 22.1% YoY). Profit After Tax (PAT): Stood at Rs 2,478 million (26% margin), compared to Rs 3,052 million (30% margin) in FY25 (down 18.8% YoY). Gross Margin: Stood at 54% in FY26, compared to 55.2% in FY25. Other Income: Increased to Rs 687 million in FY26 from Rs 463 million in FY25, primarily driven by foreign exchange gains. Business Highlights: Segment Performance: Contrast Media Intermediates: Contributed 52.50% to total revenue in FY26. The company supplies critical starting intermediates and advanced intermediates, holding relationships with 3 of the largest global manufacturers. Pharma Intermediates & APIs: Contributed 31.60% to total revenue in FY26. Performance in FY26 was impacted by lower sales, though the company noted that de-stocking and inventory normalization by customers is now complete. High Intensity Sweeteners: Contributed 13.90% to total revenue in FY26, serving over 300 customers globally. Strategic Updates: Projects: The ground-breaking ceremony for the Vizag project is completed, and project activities have commenced. Civil construction for the new R&D; centre in Hyderabad has started, with completion expected by September 2026. Commercial Wins: Received trial orders in Advanced Contrast Media from a new Japanese customer. Operational Focus: The company continues to focus on forward integration into more advanced intermediates for Contrast Media, operational efficiency, and maintaining long-standing customer relationships. Result PDF

• Trendlyne
• 1 month 1 week ago

The facility will integrate an advanced Effluent Treatment Plant (ETP) with marine discharge connectivity and incorporate Zero Liquid Discharge (ZLD) technologies

• Business Line
• 4 months 1 week ago