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Analyst questions

Aaryan Mehta

Shravas Capital
BLUEJET

Blue Jet Healthcare Limited

All company calls
Blue Jet Healthcare Limited
3 Aug 2026
Open call
  1. A large custom synthesis player in the latest earnings call commented about signing long -term contracts with 2 customers for iodine -based contrast media. So, commercialization for one has already started and they might even enter gadolinium. So, should we consider this as a tailwind considering that we can sell them KSMs or intermediates or are they backward integrated enough so this could be a headwind for us.

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  2. Divis recently mentioned this in their earnings call that they have signed long-term contracts?

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  3. Okay. So, can this be a tailwind for us considering they can be a potential customer? Or do you see this as competition?

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