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BLUEJET · CDMO · PEER COMPARISONResults toJune 2026

Blue Jet Healthcare vs Anthem, Cohance, Divi's and 7 other listed Indian CDMO stocks

Every listed Indian CDMO company covered here — Anthem, Cohance, Divi's, Gland, Laurus, Neuland, Piramal Pharma, Sai Life, Shilpa, Syngene — against Blue Jet, on the same numbers from the same filings. Click a column to rank by it. Tick up to three and press Compare for the full side-by-side.

01

All 11 at a glanceFY26 · prices 22 Sept 2026

Company
1₹248.3k Cr96.7×12.8%32.6%21.5%0.9×0.0×53.5%
2₹108.3k Cr121.9×22.7%26.2%18.0%2.1×0.5×122.0%
3₹50.1k Cr84.6×15.2%39.3%29.6%0.9×0.0×7.3%
4₹48.1k Cr46.8×14.5%25.3%14.9%1.2×0.0×44.8%
5₹33.9k Cr97.2×29.4%28.8%19.2%1.8×0.1×83.1%
6₹28.9k Cr79.3×37.0%28.7%26.6%1.0×0.2×47.3%
7₹27.9k Crn/m-3.1%10.4%1.2%n/m0.7×3.7%
8₹20.2k Cr83.0×19.9%28.3%11.4%1.7×0.3×152.5%
9₹17.3k Cr96.6×-13.0%18.8%5.8%1.4×0.1×-49.8%
10₹15.2k Cr48.0×2.6%24.6%8.7%2.4×0.1×-42.4%
vs11Blue Jet₹10.2k Cr41.1×-8.0%31.0%26.5%0.9×0.0×-12.2%
1 of 3 — Divi's

Market cap, P/E and the 12-month return move with the market and are dated to the last close. Every other column is the last full financial year. n/m — loss-making, so the multiple means nothing. A dash means not recorded, which is not the same as nil.

02

Blue Jet Healthcare vs Divi's: the numbers

MetricBLUEJETDIVISLAB
What you pay22 Sept 2026
Share price₹587.30₹9,352.00
Market cap₹10,190 Cr₹2,48,296 Cr
P/E41.12×96.69×
P/B7.49×14.81×
P/S10.76×23.51×
12-month return-12.2%53.5%
SizeFY26
Revenue₹947 Cr₹10,560 Cr
PAT₹248 Cr₹2,568 Cr
Net worth₹1,360 Cr₹16,761 Cr
Gross block₹316 Cr₹6,528 Cr
GrowthFY26
Revenue growth-8.0%12.8%
Revenue CAGR (3y)9.5%10.8%
PAT CAGR (3y)15.7%12.1%
What it keepsFY26
EBITDA margin31.0%32.6%
PAT margin26.2%24.3%
ROCE26.5%21.5%
ROE18.2%15.3%
CFO / PAT (3y)0.87×0.89×
What it owesFY26
Net debt₹-105 Cr₹-3,407 Cr
Debt / equity0.03×0.00×
CWIP₹301 Cr₹2,113 Cr
Debtor days131 days103 days
Who owns itFY26
Promoter holding79.8%51.9%
Institutional holding5.1%39.6%

Every figure comes from the same filings the company pages are built from. A dash means the figure is not recorded, which is not the same as nil.

03

What Blue Jet and Divi's do

Blue Jet

Blue Jet sells the chemical stages that come before a finished product, almost entirely to large innovator companies rather than to anyone you could buy from. Contrast media intermediates — the iodine chemistry that makes you visible on a CT scan — were 40% of June-quarter revenue, pharma intermediates and APIs 41%, and high-intensity sweeteners 14%. Operating margin was 31% and return on capital 26.5%, with more cash than debt, though revenue fell 8% in the year.

Divi's

Divi's makes the active ingredients inside medicines. Half the business supplies generic drug makers at very large scale; the other half is custom synthesis, making patented molecules to order for the companies that invented them. Plants in Andhra Pradesh and Telangana, selling mostly to Europe and America, on half as much revenue again as its nearest listed rival.

04

What they have built, and what is coming

Blue Jet

There is nothing to buy with, so it builds: no subsidiary, no associate and no joint venture, which makes one set of accounts with nothing to consolidate. Unit 3 at Mahad is backward integration for contrast media intermediates, ₹210 crore spent and ₹40 crore to come; Vizag is about 100 acres with roughly ₹1,000 crore of first-phase spending planned over three years. Everything it will be in three years, it is building itself.

Divi's

Gross fixed assets rose 20% last year, with three major capital programmes close to finishing and under regulatory validation, and a new site at Kakinada doing backward-integration work while it waits to be qualified for commercial supply. There are no acquisitions and two subsidiaries. Peptides are the main area of investment, with capacity being added in both solid-phase and liquid-phase synthesis.

05

Who runs them

Blue Jet

A father, a son, and four independent directors. Akshay Bansarilal Arora is executive chairman and holds 62.8% of the company on his own; his son Shiven Akshay Arora is managing director, with two further whole-time directors. The board is eight, four of them independent — the minimum the listing rules allow for a board chaired by an executive. Eight family-controlled entities are disclosed in the accounts and not one of them received anything.

Divi's

Founder Dr Murali K. Divi remains managing director, his son Dr Kiran S. Divi is chief executive and his daughter Nilima Prasad Divi is commercial director — the three senior operating roles held by one family, which owns 51.88% of the shares. Six independent directors sit alongside them. The family takes ₹224 crore of pay, about 9% of profit, and ₹347 crore of dividend on the stake it owns.

06

What management actually said

Blue Jet

Unit 3 at Mahad is commissioning slightly ahead of the second-half guidance.

Q1 FY27

Contracts committed but not yet executed stood at ₹69 crore at March 2026, against ₹49 crore a year earlier.

Q1 FY27
Divi's

Custom synthesis rose sharply in the June quarter — before the three big expansion projects have contributed anything.

Q1 FY27 earnings call

Long-term contracts for iodine-based contrast media are being signed with two customers, one already in commercial supply.

Q1 FY27 earnings call
06

If you had bought a year ago

Blue Jet₹87,807-12%
Divi's₹1,53,500+54%

Closing prices to 22 Sept 2026, adjusted for bonuses and splits. Dividends are not counted. This is what happened, not what will.

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