Dr. Agarwal's Health Care Limited has informed the Exchange about Transcript
AGARWALEYE · price
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Dr. Agarwal's Health Care reported strong FY25 results with total income of INR1,757 crores, up 27.6% YoY, and revenue from operations of INR1,711 crores, up 28.4% YoY. EBITDA grew 23.6% to INR502 crores (28.6% margin), while PAT rose 16% to INR110 crores. Q4 revenue grew 31.9% to INR460 crores with EBITDA margin of 30.8%, though PAT grew only 3% due to higher marketing and IPO costs. The network now spans 236 facilities across India and Africa, with 59 new centers added in FY25 and 282,326 surgeries performed. For FY26, management guided 20%+ revenue growth, 35%+ PAT growth, 55-60 new facility additions, and capex of around INR310 crores. The company also entered Delhi NCR with a new facility and confirmed plans to merge its listed subsidiary (Dr. Agarwal's Eye Hospital) with the holdco within 3 years.
Positive outlook for shareholders with double-digit growth guidance across revenue and profits, supported by aggressive network expansion and stable margins. Margin pressure from greenfield investments and one-time costs (brand ambassador, IPO, ESOP) is expected to normalize in FY26. Stock may react positively given the strong FY25 print and clear growth roadmap, though investors should watch execution on the subsidiary merger and Delhi NCR expansion.