Blue Jet Healtchare Can Rally 25% Says Motilal Oswal, Maintaining 'Buy' Post Inline Q4 Results

In FY25, Blue Jet Healthcare delivered a sharp improvement in operational and financial metrics, fueled by new capacity additions, better operating leverage, and tight cost control. Ebitda expanded notably, with 75% average capacity utilization for Blue Jet reflecting strong demand and efficient execution..NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.Blue Jet Healthcare Ltd.’s revenue growth will be driven by new products in iodinated and gadolinium contrast media, new chemical entity intermediates, and a high-intensity sweetener variant. The pharmaceutical intermediates/active pharma ingredient segment is also set for strong growth, with further ramp-up in supplies for Esperion’s bempedoic acid in FY26. We expect a CAGR of 27%/30%/25% in revenue/Ebitda/PAT during FY25-27E, with an expected average Ebitdam of 38% during FY26-27E. We expect an average RoE/RoCE of ~29%/25% during FY26-27, with an average fixed asset turnover of 3x..The stock is trading at a P/E of ~28x on FY27E EPS of Rs 27.6 and FY27E EV/Ebitda of ~21x. We reiterate our Buy rating with a target price of Rs 965, valuing the company at a P/E of 35x on FY27E EPS of Rs 27.6. Downside risks include high product and customer concentration, delays in new product ramp-up, and lower margins. Upside risks include a faster ramp-up of high-margin products and increased long-term contracts that could boost growth and valuations of the company..Click on the attachment to read the full report:.Bharti Hexacom Q4 Results Review: Inline; Motilal Oswal Prefers Airtel Following Bharti Hexacom’s Sharp Run-Up.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Blue Jet Healtchare Can Rally 25% Says Motilal Oswal, Maintaining 'Buy' Post Inline Q4 Results

Motilal Oswal reiterates Buy rating with a target price of Rs 965, valuing the company at a P/E of 35x on FY27E EPS of Rs 27.6.

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