Investor Presentation for Q2 & H1 OF FY 2025-26.
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Asarfi Hospital reported strong H1 FY26 results, with revenue growing 50% year-on-year to ₹81 crore, driven by both hospital units. For Q2 FY26 alone, revenue rose 45% YoY to ₹44.85 crore with EBITDA margin steady at 20% and PAT margin improving to 10%. The Cancer Hospital showed the sharpest improvement, with occupancy jumping from 26% to 44% and average revenue per occupied bed (ARPOB) nearly tripling to ₹50,614. The company signed an MoU with Gleneagles Hospital Chennai to set up Jharkhand's first-ever Multi-Organ Transplant Unit for heart, lungs, kidney, liver and bone marrow. Management also outlined its Vision 2027 targeting 500 beds, ₹200 crore revenue (up from ~₹120 crore expected in FY26), 25-27% EBITDA margin and 13-15% PAT margin.
The strong revenue growth, improving margins in the high-potential cancer segment, and a credible expansion roadmap with multi-year targets are positive signals for shareholders. Investors should note that other expenses grew faster (61% YoY in H1) than revenue, indicating some cost pressure that kept EBITDA margins flat year-on-year.