Blue Jet Healthcare Limited · NSE:BLUEJET
Blue Jet Healthcare — Q1 FY27 Earnings Presentation
41 slides from Blue Jet Healthcare's earnings presentation, Aug 3, 2026
Slide 1: Exchange filing cover letter
August 03, 2026 To, 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
Slide 2: Investor Presentation Q1 FY27
Investor Presentation Q1 FY27 1
Slide 3: Disclaimer
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 i
Slide 4: Table of Content
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 3
Slide 5: Q1 FY27 Financials
Q1 FY27 Financials 4
Slide 6: Q1 FY27 vs Q4 FY26 (QoQ) Earnings Highlights
Q1 FY27 vs Q4 FY26 (QoQ) Earnings Highlights Financial Highlights Revenue from Operations in Q1 June 26 was ₹2,931mn, EBITDA ₹981mn (33% Margin) and PAT ₹783mn (27% Margin). Revenue from Operations in Q4 March 26 was ₹2,347mn, EBITDA ₹713mn (30% Margin) and PAT ₹643mn (27% Margin). QoQ compari
Slide 7: Q1 FY27 vs Q1 FY26 (YoY) Earnings Highlights
Q1 FY27 vs Q1 FY26 (YoY) Earnings Highlights Financial Highlights Revenue from Operations in Q1 June 26 was ₹2,931mn, EBITDA ₹981mn (33% Margin) and PAT ₹783mn (27% Margin). Revenue from Operation in Q1 June 25 was ₹3,548mn, EBITDA ₹1,210mn (34% Margin) and PAT ₹912mn (26% Margin). YoY compari
Slide 8: Q1 FY27 Earnings Highlights
Q1 FY27 Earnings Highlights Business Updates PI & API have shown good traction this qtr. The R&D center at Hyderabad facilities are on track & are expected to be operational on or before Sept’26. 1st Phase talent pool on boarded. The Vizag project activities have been commenced with onboarding
Slide 9: Q1 FY27 vs Q4 FY26 Key Metrics
Q1 FY27 Vs Q4 FY26 Financial Performance – Key Metrics Revenue from Operations** – Growth Trends (₹ Mn) QoQ 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 1,210 368 397 152 24 12 High-intensity sweetners Contrast media intermediates Pharma intermediates and API O
Slide 10: Q1 FY27 vs Q1 FY26 Key Metrics
Q1 FY27 Vs Q1 FY26 Financial Performance – Key Metrics Revenue from Operations** – Growth Trends (₹ Mn) YoY 13.7% 19.2% -42.9% 57.0% -17.5% Growth: Q1 FY26 Q1 FY27 3,537 2,917 2,120 972 1,159 1,210 349 397 152 97 High-intensity sweetners Contrast media intermediates Pharma intermediates and API Othe
Slide 11: Profit and Loss Statement
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
Slide 12: Financial Performance over the years – Key Metrics
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 1,575 1,759 1,282 1,335 1,314 987 947 418 412 340 1.33 3 16 55 251 180 High-inte
Slide 13: Financials for the last five years
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 7,116 10,300 9,473 Property, plant
Slide 14: Shareholder Information
Shareholder Information Shareholding as on 30th June 2026 Share Information as on 30th June 2026 NSE Ticker BLUEJET Others BSE Ticker 544009 17.1% Market Cap (₹ Cr) (BSE) 9,941 FII 0.6% % free-float 26.9% DII Free-float market cap (₹ Cr) 2,670 9.1% Cash & Cash Equivalents + Treasury 3,619 Investment
Slide 15: Company at a Glance
Company at a Glance 14
Slide 16: Our Journey
Our Journey • Established Jet Chemicals • Began manufacturing high- • Entered the X-ray contrast Private Limited with Shahad intensity sweeteners - media sector, with a basic facility (Unit I) saccharin and its salts building block (5- NIPA) 1968 1970 2000 • Commenced manufacturing of • Commenced se
Slide 17: Who we are
Who we are A specialty pharmaceutical and healthcare ingredient and intermediate company, offering niche products with an approach of “Collaboration, Development, Manufacturing” to CDMO business. 16
Slide 18: Blue Jet Healthcare at a glance
Blue Jet Healthcare at a glance 511 1,175.60 KL ₹ 9,473.2 mn ₹ 2,940.99 mn Commercialized product reaction capacity across Revenue (FY26) (13.7% EBITDA (FY26) (31.0% portfolio (FY26) 3 facilities (FY26) FY21-26 CAGR) margin) Key metrics 3.75x ₹ 3,619 mn 24.9% 19.9% Cash and Cash Equivalents + Fixed
Slide 19: Overview of our Product Categories
Overview of our Product Categories Contrast Media High Intensity Pharma Intermediates Intermediates Sweeteners & APIs Contrast media are agents used in medical High-intensity sweetener business involves Collaboration with innovator pharmaceutical imaging to enhance the visibility of body tissu
Slide 20: Contrast Media Intermediates
Contrast Media Intermediates 19
Slide 21: Overview of Contrast Media and its growth drivers
Overview of Contrast Media and its growth drivers What is contrast media? Types of contrast media Chemical agents that enhances the contrast of an imaging X-ray / Computed Tomography (CT) contrast agents: Iodine- modality in diagnostic imaging, thereby aiding diagnosis of based contrast media ag
Slide 22: The global Contrast Media industry is highly concentrated
The global Contrast Media industry is highly concentrated Global Contrast Media Formulation Market Global Medical Imaging Market (USD Bn) Revenue Share of Contrast Agent type, 2024 Revenue (USD Bn) CAGR, 2024-2029F - 6.4% CAGR, 2019-2024: 6.8% 9.5 2% 72.0 8.8 67.7 CAGR, 2024-2029F: 7.2% 8.2 63.6 7.7
Slide 23: High entry barriers for key intermediates' vendors
High entry barriers for key intermediates’ vendors Characteristics of the Contrast Media Intermediate Blue Jet's positioning Contrast Media market product category performance More than two decades of experience CAGR: 7.0 % 75%+ of exports of a selected contrast media Strict internal standards i
Slide 24: Key benefits
Continue to forward integrate into more advanced intermediates for Contrast Media Strong product development and process optimization capabilities underpinned by in-house R&D capabilities Capture larger wallet share with existing customers Focus on molecules with customer interest and strategy in ei
Slide 25: High Intensity Sweeteners
High Intensity Sweeteners 24
Slide 26: Blue Jet's positioning in High Intensity Sweetener
Blue Jet’s positioning in High Intensity Sweetener Blue Jet's positioning High Intensity Sweeteners product category performance Products Adherence to strict internal standards to ensure consistency in quality, performance, CAGR: 5.9% taste, and impurity profile Revenue (₹ mn) Multiple products
Slide 27: Global High Intensity Sweeteners Market
Global High Intensity Sweeteners Market Global Artificial Sweeetener Market Revenue (USD Mn) Global High-intensity Sweetneer Market, Revenue share by segments, 2024 4,495 3% 3% 4,213 3,948 3,700 Sucralose 3,468 5% 3,250 Aspartame 3,060 9% 2,713 2,882 2,406 2,555 40% Saccharin Stevia 12% Acesulfame K
Slide 28: Pharma Intermediates & API
Pharma Intermediates & API 27
Slide 29: Trends and features of the Pharma Intermediates and APIs Product Category
Trends and features of the Pharma Intermediates and APIs Product Category Key trends in Pharma Intermediates and CDMO market Revenue and capacity utilization predictability Increased propensity to outsource manufacturing of intermediates & APIs for the CDMO Enables asset light model and ability to
Slide 30: Overview of Blue Jet's Pharma Intermediates and APIs Product Category
Overview of Blue Jet’s Pharma Intermediates and APIs Product Category Pharma Intermediate and APIs Commenced manufacturing pharma intermediates two decades ago, leveraging the customer relationships through high-intensity product category performance sweetener business Key focus areas include hi
Slide 31: CDMO Potential in API for Indian Players
CDMO Potential in API for Indian Players Global API CDMO Market by Global CDMO Market by Modality (USD Bn) Global CDMO Market Revenue (USD Bn) Innovation Type (USD Bn) 190.0 CAGR, 2019-2024 - 6.9% 190 CAGR, 2024-2029F - 8.1% 176 135.0 55.0 162 128.8 150 139 93.1 129 68.8 92.1 120 35.7 106 113 67.8 9
Slide 32: Leverage long-standing customer relationships to enter adjacencies in pharma intermediates and API
Leverage our long-standing customer relationships to continue entering adjacencies in the pharma intermediate and API category Focus on three niche areas in providing CDMO services Blue Jet’s positioning Investigational new drugs and new chemical Leverage long-standing relationships with innovator e
Slide 33: R&D Capabilities
R&D Capabilities 32
Slide 34: Our R&D framework
Our R&D framework R&D capabilities across Process research Portfolio Process Process scale-up Regulatory filings evaluation development and validation and approvals Analytical research Chemistry research Method Characterization of Polymorphism Pharmaceutical salt High pressure Literature search deve
Slide 35: Sustainability
Sustainability Various initiatives on energy efficiency, renewable energy, and water conservation to reduce carbon footprint Invested in windmills with installed capacity of 3.3MW Created carbon sinks Focus on enhancing through tree plantations energy efficiency Effluent treatment plants with Minimi
Slide 36: Growth Strategy
Growth Strategy 35
Slide 37: Our strategies
Our strategies Focus on operational efficiency and mitigation of supply chain risks Continue to forward integrate into Continue to invest in R&D more advanced intermediates for infrastructure and capabilities Contrast Media Leverage our long-standing Build additional production capacity customer rel
Slide 38: Management and Board of Directors
Management and Board of Directors 37
Slide 39: Experienced management team backed by independent Board of Directors
Experienced and visionary management team backed by independent - Board of Directors Management team Akshay Bansarilal Shiven Akshay Naresh Suryakant Shah Ganesh Vimalendu Kumar Singh Chandrashekar Parenky Arora Arora Executive Director, Head Karuppannan (V.K. Singh) President – Research and Executi
Slide 40: Management team and independent board (cont'd)
Experienced and visionary management team backed by independent Board of Directors (cont’d) Management team (cont’d) Independent board of directors Popat B Kedar Sweta Poddar Girish Paman Preeti Gautam Divya Sameer Priyanka Yadav Executive Director Company Secretary and Vanvari Mehta Momaya Independ
Slide 41: Thank you!
Thank you! BLUE JET HEALTHCARE LIMITED INVESTOR RELATIONS AT Registered Office Blue Jet Healthcare Limited 701,702, 7th Floor, Bhumiraj Costarica, Sanjay Sinha, Deputy Chief Financial Officer Sector 18, Sanpada, Navi Mumbai Thane sanjay.sinha@bluejethealthcare.com 400705, Maharashtra, India NSE: BLU