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Should You Buy the Dip? Blue Jet’s 10% Crash Has Analysts Divided


Updated: July 23, 2025 10:20

Image Source : Business Upturn
1. Earnings Shock Triggers Sharp Sell-Off
 
Shares of midcap pharma firm Blue Jet Healthcare plunged 10% on July 22, hitting a low of Rs 906.15 on the NSE.
  • - Q1FY26 net profit dropped 17% quarter-on-quarter to Rs 91 crore
  • - EBITDA fell 13.1% to Rs 121 crore, with margins contracting over 700 basis points
  • - The decline was attributed to a one-off inventory charge
2. Revenue Growth Offers a Silver Lining
  • - Revenue rose 4.4% sequentially to Rs 354 crore
  • - Year-on-year comparison shows more than 100% growth from Rs 162 crore
  • - Analysts noted adjusted EBITDA and PAT were in line with expectations
3. Brokerages Remain Optimistic Despite Volatility
  • - Macquarie maintained an ‘Outperform’ rating with a target price of Rs 1,000
  • - Implies a potential upside of 10.35% from current levels
  • - Management hinted at upcoming launches in the contrast media segment
4. Investment Outlook and Risk Factors
  • - The stock’s correction may offer a tactical entry point for long-term investors
  • - Volatility remains a concern amid broader midcap weakness
  • - Analysts advise monitoring product pipeline execution and margin recovery
Sources: Zee Business, Economic Times, Reuters India, Investing.com, Blue Jet Healthcare Q1FY26 Earnings Release July 2025, Macquarie Research Note

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