Conference Call with Blue Jet Healthcare Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Pharmaceuticals company Blue Jet Healthcare announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenue from operations for Q4 FY25 stood at Rs 3,404 million which grew 6.9% QoQ compared to Rs 3,184 million in Q3 FY25; up 85.1% on YoY basis compared to Rs 1,839 million in Q4 FY24. Revenue growth is mainly driven by higher sales in Pharmaceutical Intermediate in Q4 FY25. Highest ever EBITDA for the quarter came at Rs 1,400 million, which was up 12.9% QoQ compared to Rs 1,240 million in Q3 FY25; up 163.7% YoY compared to Rs 531 million in Q4 FY24 EBITDA margin for the quarter came at 41.1% as compared to 39.0% in Q3 FY25 up 216 bps QoQ; 28.9% in Q4 FY24, up 1,226 bps YoY. PAT for the quarter was at Rs 1,101 million, which grew 11.2% QoQ compared to Rs 990 million; up 177.7% YoY compared to Rs 396 million in Q4 FY24. PAT margin for the quarter came at 32.3% as compared to 31.0% in Q3 FY25, up 125 bps QoQ; 21.6% in Q4 FY24, up 1,078 bps. FY25 Financial Highlights: Revenue from operations for FY25 stood at Rs 10,300 million compared to Rs 7,116 million in FY24, up 44.7% YoY Revenue growth is mainly driven by higher sales in Pharmaceutical Intermediate in FY25 and improved profitability was mainly due to high sales volume, cost optimization leading to absorption of fixed cost. EBITDA for FY25 came at Rs 3,777 million up 64.8% YoY compared to Rs 2,292 million in FY24. EBITDA margin for FY25 was at 36.7% as compared to 32.2% in FY24, up 446 bps YoY. PAT for FY25 stands at Rs 3,052 million up 86.4% YoY compared to Rs 1,638 million in FY24. PAT margin for FY25 was at 29.6% as compared to 23.0% in FY24, up 662 bps YoY. Cash & Cash equivalent and Treasury Investments stands at Rs 2,848 million as on 31st March 2025 as compared to Rs 3,352 million as on 31st March 2024. Commenting on results, Shiven Arora, Managing Director, Blue Jet Healthcare, said: “Blue Jet has performed exceptionally well in the Q4 and FY25 as a whole. We take pride in informing that the company clocked a revenue of Rs 10,300 million with 44.7% growth Yoy with highest ever EBITDA achieved of Rs 3,777 million for the year. For the quarter, the revenue stood at Rs 3,404 and EBITDA at Rs 1,400 million. The staggering growth followed by strong EBITDA margins showcases our efforts in operational efficiencies and strong business foundation. This growth was mainly led by the Pharmaceutical Intermediate & API Business. The Board of directors have proposed a dividend of Rs 1.2 per share for the year subject to the approval of shareholdeRs I am delighted to share that the Gadolinium based Intermediate products have been commercialised and the company has started dispatching them in this quarter. We have also been allotted a plot of 30,366 sq. mts. at Dahej III, Industrial Estate Gujarat Area, GIDC for a consideration of Rs 11.12 crore. With multiple industry tailwinds and a strong vision, we look forward to a good year ahead amidst the global challenges.” Result PDF
Pharmaceuticals company Blue Jet Healthcare announced Q3FY25 results Revenue from operations for Q3FY25 stood at Rs 3,184 million which grew 52.9% QoQ compared to Rs 2,083 million in Q2FY25; up 90.9% on YoY basis compared to Rs 1,668 million in Q3FY24. EBITDA for the quarter came at Rs 1,240 million, which was up 78.5% QoQ compared to Rs 695 million in Q2FY25; up 127.2% YoY compared to Rs 546 million in Q3FY24. EBITDA margin for the quarter came at 39.0% as compared to 33.4% in Q2FY25 up 559 bps QoQ; 32.7% in Q3FY24, up 622 bps YoY. Company posted highest ever PAT for the quarter was at Rs 990 million, which grew 69.6% QoQ compared to Rs 583 million; up 208.3% YoY compared to Rs 321 million in Q3FY24. PAT margin for the quarter came at 31.1% as compared to 28.0% in Q2FY25, up 307 bps QoQ; 19.3% in Q3FY24, up 1,183 bps. Result PDF