BSECompany Update5d ago · 5 Nov 2026, 04:04 pm

Investor Presentation on Financial Results for Quarter ended September 30, 2026

Blue Jet Healthcare Ltd · 544009

✦ AI Summary▲ PositiveResults

Blue Jet Healthcare Ltd has released its Q2 FY27 financial results, showing a 28% increase in revenue from operations, 21% increase in EBITDA, and 31% increase in PAT compared to Q1 FY27. The company has also reported a 127% increase in revenue from operations, 116% increase in EBITDA, and 97% increase in PAT compared to Q2 FY26. The increase in revenue is attributed to strong growth in PI & API category and Contrast Media.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment8/10

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Blue Jet Healthcare Ltd - 544009 - Announcement under Regulation 30 (LODR)-Investor Presentation

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November 5, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejebhoy Towers “Exchange Plaza” Dalal Street Bandra-Kurla Complex, Bandra (East) Mumbai - 400 001 Mumbai - 400051 Scrip Code (BSE): 544009 Symbol: BLUEJET Sub: Analysts/Investors Presentation on Financial Results for the quarter ended September 30, 2026. Dear Sir / Ma'am, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed Analysts/Investors Presentation on the Financial Results for the quarter ended September 30, 2026. You are requested to take the same on record. Thanking you, Yours faithfully, For Blue Jet Healthcare Limited Sweta Poddar Company Secretary & Compliance Officer Investor Presentation Q2 & H1 FY27 Disclaimer The Presentation is to provide the general background information about the Company’s activities as at the date of the Presentation. The information contained herein is for general information purposes only and based on estimates and should not be considered as a recommendation that any investor should subscribe / purchase the company shares. The Company makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information contained herein. This presentation may include certain “forward looking statements”. These statements are based on current expectations, forecasts and assumptions that are subject to risks and uncertainties which could cause actual outcomes and results to differ materially from these statements. Important factors that could cause actual results to differ materially from our expectations include, amongst others, general economic and business conditions in India and abroad, ability to successfully implement our strategy, our research & development efforts, our growth & expansion plans and technological changes, changes in the value of the Rupee and other currencies, changes in the Indian and international interest rates, change in laws and regulations that apply to the Indian and global pharmaceutical and chemical industries, increasing competition, changes in political conditions in India or any other country and changes in the foreign exchange control regulations in India. Neither the company, nor its Directors and any of the affiliates or employee have any obligation to update or otherwise revise any forward-looking statements. The readers may use their own judgment and are advised to make their own calculations before deciding on any matter based on the information given herein. No part of this presentation may be reproduced, quoted or circulated without prior written approval from Blue Jet Healthcare Ltd. Table of Content 1 Q2 & H1 FY27 Financials 2 Company at a Glance 3 Contrast Media Intermediates 4 High Intensity Sweeteners 5 Pharma Intermediates & API 6 R&D Capabilities 7 Growth Strategy 8 Management and Board of Directors Q2 & H1 FY27 Financials Q2 & H1 FY27 Earnings Highlights Business Updates Half Yearly Revenue Quarterly Revenue Growth Growth ✓ This quarter we clocked Highest Quarterly Sales at Rs 3,757mn. +28% +29% ✓ The R&D centre at Hyderabad facilities are operational now with 40 resources onboarded & activity started. QoQ YoY ✓ The Company have successfully delivered & validated a new Contrast Media Intermediate to an innovator. ✓ Company have successfully developed Amino Acid Derivatives for Peptide Fragments and the same would be commercialized / shipped during Q4 FY27. Q2 FY27 vs Q1 FY27 (QoQ) Earnings Highlights Financial Highlights ✓ Revenue from Operations in Q2 September 26 was Rs 3,757mn – Highest Quarterly Sales reported, EBITDA Rs 1,188mn (32% Margin) and PAT Rs 1,025mn (27% Margin) ✓ Revenue from Operations in Q1 June 26 was Rs 2,931mn, EBITDA Rs 981mn (33% Margin) and PAT Rs 783mn (27% Margin) ✓ QoQ comparison: Revenue from operations increased by 28%, EBITDA increased by 21% [Rs 207mn] and PAT increased by 31% [Rs 242mn] during Q2 September 26. ✓ The increase in Revenue from Operations during current quarter is due to strong growth in PI & API category (52%) as well Contrast Media (25%) ✓ Other Income increased by Rs. 110mn (72%) during Q2 September 26. Q2 FY27 vs Q2 FY26 (YoY) Earnings Highlights Financial Highlights ✓ Revenue from Operations in Q2 September 26 was Rs 3,757mn mn, EBITDA Rs 1,188mn (32% Margin) and PAT Rs 1,025mn (27% Margin) ✓ Revenue from Operation in Q2 September 25 was Rs 1,655mn, EBITDA Rs 549mn (33% Margin) and PAT Rs 521mn (32 % Margin) ✓ YoY comparison, Revenue from operations increased by 127%, EBITDA increased by 116% [Rs 639mn] and PAT increased by 97% [Rs.504mn] during Q2 September 26. ✓ The increase in revenue from operations during Q2 September 26 was due to higher sales in PI & API Category (322%) as well as Contrast Media (80%) H1 FY27 vs H1 FY26 Earnings Highlights Financial Highlights ✓ Revenue from Operation: H1 FY27 Revenue from Operation was Rs 6,689mn, EBITDA Rs 2,168mn (32% Margin) and PAT Rs 1,808mn (27% Margin). ✓ Revenue from Operation : H1 FY26 Revenue from Operations was Rs 5,202mn, EBITDA Rs 1,759mn (34% Margin) and PAT Rs 1,433mn (28% Margin) ✓ YoY comparison: Revenue from operations increase by 29%, EBITDA increased by 23% and PAT increased by 26% during H1 FY27 ✓ Other income: Other income increased in H1 FY27 by 27% [Rs 414mn] as compared to [Rs 325mn] mainly due to higher net foreign exchange gain . Q2 FY27 Vs Q1 FY27 Financial Performance – Key Metrics Revenue from Operations** – Growth Trends (₹ Mn) -30.3% 25.1% 51.6% 17.6% 28.1% Growth: Q1 FY27 Q2 FY27 3,738 2,917 1,833 1,450 1,159 1,210 397 277 152 178 High-intensity sweetners Contrast media intermediates Pharma intermediates and API Others* Total EBITDA EBITDA Margin (₹ Mn) PAT PAT Margin (₹ Mn) EPS (₹) i f o l i f D 33.5% T A T I 31.6% P 26.7% B 27.3% 981 1,188 783 1,025 4.5 5.5 Q1 FY27 Q2 FY27 Q1 FY27 Q2 FY27 Q1 FY27 Q2 FY27 • *Others include spent oils and industrial mix solvents and R&D services . • **Excludes Other Operating Revenue. Q2 FY27 Vs Q2 FY26 Financial Performance – Key Metrics Revenue from Operations** – Growth Trends (₹ Mn) -18.6% 79.6% 322.1% 184.3% 127.4% Growth: Q2 FY26 Q2 FY27 3,738 1,833 1,644 1,450 340 277 434 63 178 High-intensity sweetners Contrast media intermediates Pharma intermediates and API Others* Total EBITDA EBITDA Margin (₹ Mn) PAT PAT Margin (₹ Mn) EPS (₹) i f l i D T 33.2% 31.6% A P 31.5% I B 27.3% 549 1,188 521 1,025 3.0 5.5 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 1100 • *Others include spent oils and industrial mix solvents and R&D services . • **Excludes Other Operating Revenue. H1 FY27 Vs H1 FY26 Financial Performance – Key Metrics Revenue from Operations** – Growth Trends (₹ Mn) -2.2% 46.6% 19.1% 107.2% 28.4% Growth: H1 FY26 H1 FY27 6,655 5,181 3,043 2,609 2,554 1,779 689 674 159 330 High-intensity sweetners Contrast media intermediates Pharma intermediates and API Others* Total EBITDA EBITDA Margin PAT PAT Margin EPS 20.0 18.0 l i e f 33.8% l 27.5% 16.0 r 32.4% f o 14.0 r 27.0% A P 12.0 D T 10.0 T A 8.0 1,759 2,168 1,433 1,808 4.0 8.3 10.0 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 1111 • *Others include spent oils and industrial mix solvents and R&D services . • **Excludes Other Operating Revenue. Profit and Loss Statement Particulars (Rs. Mn) Q2 FY27 Q1 FY27 QoQ Q2 FY26 YoY H1 FY27 H1 FY26 YoY Revenue from Operations 3,757 2,931 28.2% 1,655 127.1% 6,689 5,202 28.6% Cost Of Goods Sold 1,933 1,371 579 3,304 2,408 Gross Profit 1,824 1,560 16.9% 1,076 69.5% 3,384 2,795 21.1% Gross Margin 48.5% 53.2% 65.0% 50.6% 53.7% Employee benefits expenses 204 201 186 405 360 Other expenses 433 378 341 811 676 Total Expenses 2,570 1,950 1,105 4,520 3,443 EBITDA 1,188 981 21.1% 549 116.1% 2,168 1,759 23.2% EBITDA Margin 31.6% 33.5% 33.2% 32.4% 33.8% Depreciation and amortization 69 67 59 136 116 PBIT 1,380 [Showing first 8,000 characters — download PDF for full document]