We hereby submit the transcript of the earning conference call held on May 27, 2026, wherein the Audited standalone and consolidated Financial Results of the company for the Qtr4 & Year ....
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Asarfi Hospital reported strong FY26 consolidated results with revenue of ₹173.5 crores (up 42% YoY), EBITDA of ₹35.3 crores (20% margin), and PAT of ₹16.7 crores (up 58% YoY). The super specialty hospital saw ARPOB improve to ₹23,000 with 26% YoY growth in surgeries (6,300+ procedures). The cancer hospital scaled to ₹33 crores revenue with 42% occupancy. Q4 FY26 showed revenue of ₹45.2 crores (29% growth) but EBITDA margin dipped to 17% due to government scheme changes affecting cancer patient volumes. Management targets FY27 revenue of ₹260 crores with 22% EBITDA margin, and has set Vision 2028 targets of ₹400 crores revenue with 23-25% EBITDA margins by scaling beds to 500+. The cancer hospital will expand from 65 to 150 beds (₹2-3 crores capex), bone marrow transplant approval is delayed by 4-5 months due to Jharkhand government policy issues, and a promoter merger is expected to close this fiscal year. Management plans inorganic growth alongside organic expansion.
The company delivered robust FY26 growth but faces near-term margin pressure in Q4 due to government scheme volatility. Management's ambitious FY27 guidance (42% revenue growth to ₹260 crores) includes inorganic contribution from a pending acquisition, supported by low-capex bed expansion in the cancer hospital. Vision 2028 targets suggest multi-year growth runway with improving margins.