Stockrabit · Analysts
Questions across 1 call

Nikhil Upadhaya

SIMPL

Blue Jet Healthcare Limited

Blue Jet Healthcare Limited CC-Feb26.pdf · 2026-02-13
Yes, hi. Good evening. My question was on this API , PI product. See, last quarter when we had the discussion during the same call, you mentioned that we are bound by the order and we see visibility on the amount of uptick. I understand the innovator is renegotiating the orders and all, but when the renegotiation happens or a new supplier comes in, how does the business breakup happen between the two suppliers, because as you said, we would be part of the filing of the innovator and all. So, is it like, do you see a risk that from what we have done historically, there could be some or substantial drop, or is it like a minimum commitment that this will be maintained and incrementa l will go like just some sense because we do not know how these things happen , so just some sense how the contracts get renegotiated?
I appreciate that fact. But what I am trying to understand is that if you look at FY27, the volume or the amount of business which the innovator would be taking from you, are these firm orders which are signed or is it like it will be more closer to starting of like financial year '27 and these would be signed? Are these signed orders that okay, this much we will be getting, just to get some confidence, that is all?