Investor Presentation for Financial Results for the quarter ended June 30, 2026

August 03, 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 first quarter ended June 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 first quarter ended June 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 Q1 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 recommendationthat any investor shouldsubscribe /purchasethecompany shares.The Company makesno representationor warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctnessofanyinformationcontainedherein. 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 economicandbusinessconditionsinIndiaandabroad,abilitytosuccessfullyimplementourstrategy,ourresearch&developmentefforts, ourgrowth&expansionplansandtechnologicalchanges,changesinthevalueoftheRupeeandothercurrencies,changesintheIndianand international interest rates, change in laws and regulations that apply to the Indian and global pharmaceutical and chemical industries, increasingcompetition,changesinpoliticalconditionsinIndiaoranyothercountryandchangesintheforeignexchangecontrolregulationsin India. Neither the company, nor its Directors and any of the affiliates or employee have any obligation to update or otherwise revise any forward-lookingstatements.Thereadersmayusetheirownjudgmentandareadvisedtomaketheirowncalculationsbeforedecidingonany matterbasedontheinformationgivenherein. Nopartofthispresentationmaybereproduced,quotedorcirculatedwithoutpriorwrittenapprovalfromBlueJetHealthcareLtd. Table of Content Q1 FY27 Financials Company at a Glance Contrast Media Intermediates High Intensity Sweeteners Pharma Intermediates & API R&D Capabilities Growth Strategy Management and Board of Directors Q1 FY27 Financials Q1 FY27 vs Q4 FY26 (QoQ) Earnings Highlights Financial Highlights  Revenue from Operations in Q1 June 26was₹2,931mn, EBITDA ₹981mn (33% Margin) andPAT ₹783mn (27% Margin).  Revenue from OperationsinQ4 March 26 was₹2,347mn, EBITDA ₹713mn (30% Margin) and PAT ₹643mn (27% Margin).  QoQ comparison: Revenue from operations increased by25%, EBITDA increased by38% (₹268mn) and PAT increased by 22% (Rs 140 mn) duringQ1 June 26.  The increase in Revenue from Operationsduring current quarter is due tohigher sales in PI & API category.  EBIDTA:stands at33% for the quarterhigher due to higher sales volume (25%)&benefit of operating leverage. Q1 FY27 vs Q1 FY26 (YoY) Earnings Highlights Financial Highlights  Revenue from Operations inQ1 June 26 was ₹2,931mn, EBITDA ₹981mn (33% Margin) andPAT ₹783mn (27% Margin).  Revenue from OperationinQ1 June 25 was₹3,548mn, EBITDA ₹1,210mn (34% Margin) andPAT ₹912mn (26% Margin).  YoY comparison, Revenue from operations decreased by 17%, EBITDA decreased by19% (₹229mn) andPAT decreased by14% (₹129mn) during Q1 June 26.  The decreaseinrevenue from operations during Q1 June 26 wasdue to lower sales inPI category i.e., ₹1,210mn vs ₹2,120mn inQ1 June 25. Q1 FY27 Earnings Highlights Business Updates  PI & API have shown good traction this qtr.  The R&D centerat Hyderabad facilities are on track & are expected to be operational on or before Sept’26. 1stPhase talent pool on boarded.  The Vizag project activities have been commenced with onboarding of technical consultants as well as company received approval for Consent to Establish.  The Company successfully completed fund raising aggregating to ₹8,000 million by allotting 1,58,10,276 equity shares of face value of ₹2 each to the eligible Qualified Institutional Buyers (QIB), at the issue price of ₹506 per equity share (including a premium of ₹504 per equity share).  The Company has been awarded with Silver Medal by EcoVadis for its outstanding sustainability environment management practices. This prestigious achievement places Blue Jet amongst the top 15% of companies with a 90thpercentile ranking in sustainability performance evaluated by EcoVadis. Q1 FY27 Vs Q4 FY26 Financial Performance – Key Metrics Revenue from Operations** –Growth Trends (₹Mn) 7.8% -39.9% 5,046.5% 1,203.3% 25.1% Growth: Q4 FY26 Q1 FY27 2,917 2,331 1,928 1,159 1,210 368 397 24 12 152 High-intensity sweetners Contrast media intermediates Pharma intermediates and API Others* Total (₹ Mn) (₹ Mn) EPS EBITDA EBITDA Margin PAT PAT Margin 30.4% 33.5% 27.4% 26.7% 713 981 643 783 3.7 4.5 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 eliforP ADTIBE eliforP • *Others include spent oils and industrial mix solvents and R&D services . • **Excludes Other Operating Revenue. Q1 FY27 Vs Q1 FY26 Financial Performance – Key Metrics Revenue from Operations** –Growth Trends (₹Mn) 13.7% 19.2% -42.9% 57.0% -17.5% Growth: Q1 FY26 Q1 FY27 3,537 2,917 2,120 1,159 1,210 349 397 97 152 High-intensity sweetners Contrast media intermediates Pharma intermediates and API Others* Total (₹ Mn) (₹ Mn) EPS EBITDA EBITDA Margin PAT PAT Margin -14.3% YoY -18.9% YoY -14.2% YoY 34.1% 33.5% 25.7% 26.7% 1,210 981 912 783 5.3 4.5 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 eliforP ADTIBE eliforP • *Others include spent oils and industrial mix solvents and R&D services . • **Excludes Other Operating Revenue. Profit and Loss Statement Particulars (₹ Mn) Q1 FY27 Q4 FY26 QoQ Q1 FY26 YoY Revenue from Operations 2,931 2,347 24.9% 3,548 -17.4% Cost Of Goods Sold 1,371 1,022 1,829 Gross Profit 1,560 1,325 17.8% 1,719 -9.2% Employee benefits expenses 201 185 174 Other expenses 378 427 334 Total Expenses 1,950 1,634 2,338 EBITDA 981 713 37.6% 1,210 -18.9% EBITDA Margin 33.5% 30.4% 34.1% Depreciation and amortization 67 65 57 PBIT 1,066 877 21.5% 1,236 -13.7% Exceptional Items - - - Finance costs 7 6 7 Other Income 152 229 83 PBT 1,059 871 21.6% 1,229 -13.8% Tax Expense 277 228 317 PAT 783 643 21.6% 912 -14.2% PAT Margin 26.7% 27.4% 25.7% 1100 Financial Performance over the years – Key Metrics Revenue from Operations** –Growth Trends (₹ Mn) CAGR: 5.9% 7.0% 48.1% 166.8% 13.8% 10,247 9,424 7,185 7,084 6,768 4,778 5,070 4,799 4,951 4,622 4,942 4,039 3,536 2,978 987 1,575 1,759 1,282 1,335 1,314 947 418 412 340 1.33 3 16 55 251 180 High-intensity sweetners Contrast media intermediates Pharma intermediates and API Others* Total FY21 FY22 FY23 FY24 FY25 FY26 EBITDA Profile PAT Profile EBITDA 41.3% 36.5% 30.4% 32.2% 36.7% 31.0% 27.2% 26.6% 22.2% 23.0% 29.6% 26.2% margin margin 3,777 3,052 ₹ Mn 2,941 ₹ Mn 2,478 2,493 2,061 2,191 2,292 1,816 1,600 1,638 1,358 FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 • *Others include spent oils, Industrial mix solvents and R&D 1111 • **Excludes Other Operating Revenue Financials for the last five years Summary Statement of Profit and Loss Summary Statement of Assets and Liabilities Particulars(₹Mn) FY21 FY22 FY23 FY24 FY25 FY26 Particulars(₹Mn) FY21 FY22 FY23 FY24 FY25 FY26 I. Assets Revenue from Operations 4,989 6,835 7,210 7 [Showing first 8,000 characters — download PDF for full document]