Archive · 23 Jul 2025
Blue Jet Healthcare Shares Plunge on Q1 Ebitda Miss
Imagine a company, Blue Jet, whose stock price went down quite a bit recently.
This happened because the company didn't make as much money as people expected in the first three months of the year, even though they sold a lot of their products.
The drop in profits was because it cost them more to make the products.
Experts think things will get better soon, and the company is also planning to expand and create new products, like launching new medicines and opening a new research center.
The company is working on making new medicines and has lots of projects that might make them more money in the future.
Blue Jet Healthcare shares dropped 17% in two trading sessions due to disappointing Q1 results.
The stock decline was despite higher pharma intermediate sales, which beat Street estimates.
EBITDA was overshadowed by a sharp sequential decline in gross margin.
Emkay Global expects gross margin to revert to 53% in Q2, in line with company guidance.
The company is expanding with new launches and a new R&D center in Hyderabad.
- Who
- Blue Jet Healthcare Ltd.
- What
- Blue Jet Healthcare shares dropped due to disappointing Q1 results.
- When
- Over two trading sessions.
- Where
- BSE.
- Why
- Due to a sequential decline in gross margin and revised EPS.
Emkay Global Analysis
Blue Jet Healthcare Perspective
Gross Margin
Emkay Global Analysis
Expects gross margin to normalize in Q2.
Blue Jet Healthcare Perspective
Company's Q1 performance was affected by decreased gross margin due to a reduction in inventory levels and product mix changes.
Stock Performance
Emkay Global Analysis
Cut FY26E/27E EPS by 9% /4%, while retaining a Buy rating.
Blue Jet Healthcare Perspective
Stock fell 17% in two trading sessions due to disappointing Q1 results.
- Stock Drop
- 17% in two sessions
- Stock Price Low
- Rs 840 on BSE
- Gross Margin Expectation
- Reversion to 53% in Q2
- New R&D Center
- Hyderabad
- Unit 3 Capex Revision
- Rs 300 crore