Dr. Agarwal's Health Care Limited has informed the Exchange about Transcript
AGARWALEYE · price
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Dr. Agarwal's Healthcare crossed INR 2,000 crore revenue for the first time in FY26, reporting total income of INR 2,125 crores (up 20.9%) and PAT of INR 168 crores (up 52.4%). Q4 FY26 delivered its highest quarterly EBITDA margin of 30.2%. The company added 19 new facilities in Q4 (7 surgical, 12 primary) taking the total network to 269 facilities across 155 cities. Same-store sales growth was 14% for mature (pre-FY22) facilities. High-end cataract procedures rose to 26.3% of total cataract volume, with Femto Cataract growing 87% YoY. For FY27, the company plans to add 60 new facilities (40 surgical, 20 clinics) with CapEx of INR 380–400 crores, with new facilities expected to incur ~INR 30 crores operating loss. A proposed merger with Dr. Agarwal's Eye Hospital Limited is progressing, with shareholder meetings scheduled for July 2026 and expected closure by end of Q3 FY27.
Strong all-round growth with margin expansion driven by premiumization and operating leverage. The company is guiding for stable EBITDA margins despite aggressive greenfield expansion, signalling confidence in the scalability of its model. The merger completion should simplify the group structure.