Blue Jet Healthcare Ltd., a prominent player in the pharmaceutical and healthcare ingredients sector, saw its share price drop sharply on July 22, 2025, following the release of its Q1 FY26 earnings report.
Current Share Price Snapshot
Latest Price (BSE/NSE): ₹906.15
Day’s Range: ₹866.35 – ₹910.00
Previous Close: ₹970.70
52-Week Range: ₹401.05 – ₹1,027.80
Market Capitalization: ₹17,523 crore
P/E Ratio: 57.43
P/B Ratio: 18.96
Dividend Yield: 0.12%2
Q1 FY26 Financial Highlights
Metric Q1 FY26 Q4 FY25 YoY Growth
Revenue from Operations ₹354.8 crore ₹340 crore +118%
Profit After Tax (PAT) ₹91.2 crore ₹110 crore +141% YoY, -17% QoQ
EBITDA ₹121 crore ₹140 crore +173% YoY, -13.6% QoQ
EBITDA Margin 34.1% 41.1% -701 bps QoQ
Despite strong year-on-year growth, the quarter-on-quarter decline in profitability and margins triggered a 10% intraday fall in the stock price2.
Business Overview
Blue Jet Healthcare operates in three key segments:
Contrast Media Intermediates
High-Intensity Sweeteners
Pharma Intermediates & APIs
The company follows a CDMO (Contract Development and Manufacturing Organization) model and is known for its specialized chemistry capabilities.
Stock Performance & Analyst Sentiment
YTD Performance: +78%
1-Year Return: +116%
IPO Price: ₹346
Current Price: ₹906.15
Target Price Range (Analysts): ₹780 – ₹1,150
Consensus Rating: Buy/Outperform2
Investor Takeaway
While Blue Jet Healthcare has demonstrated robust long-term growth, the recent dip reflects investor sensitivity to margin compression and sequential performance. Analysts remain optimistic about its R&D pipeline, capacity expansion, and global partnerships, which could drive future upside.