BSEAsarfi Hospital LtdMediumNeutral
Announced Fri, 9 May · 17:21 IST

We here present the Investor Presentation of the company for the quarter and year ended March 31, 2025.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Asarfi Hospital submitted its Investor Presentation to BSE detailing strong FY25 results. Standalone revenue grew 43% YoY to ₹120.57 Cr, EBITDA rose 48% to ₹23.84 Cr, and PAT jumped 161% to ₹10.98 Cr. The company unveiled 'Vision 2027' targeting revenue of ~₹200 Cr, 500 beds (up from 315), 23–25% EBITDA margins, 11–13% PAT margins, and 20%+ revenue CAGR. Expansion plans include scaling cancer hospital beds from 65 to 150, adding a Bone Marrow Transplant unit, and launching an education business in Ranchi by FY28. ROCE improved to 14% (from 9% in FY24), but debt-to-equity rose to 0.60 from 0.45, reflecting expansion funding. Patient volumes grew 23% YoY to 33,864 in Q4, and ARPOB rose 10% to ₹18,851.

Likely market impact

The clear multi-year margin and growth targets signal management's confidence in scaling, which is positive for shareholders. However, rising debt and depreciation from aggressive expansion plans warrant close monitoring of execution and leverage.