GAUDIUMIVFBSEGaudium IVF and Women Health LtdMediumNeutral
Announced Fri, 29 May · 11:19 IST

Investor Presentation on the Financial Results of the Company for the quarter and year ended March 31, 2026

Investor Communications View source PDF

GAUDIUMIVF · price

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AI summary

Gaudium IVF reported strong revenue growth of 47.56% YoY reaching Rs 10,435.70 Lakhs in FY26, with PAT growing 27.69% to Rs 2,448.85 Lakhs. However, full-year EBITDA margins declined 435 bps to 36.13% and PAT margins fell 365 bps to 23.47%, reflecting investments in expansion and AI technology (SiD & ERICA systems). Q4 showed recovery with EBITDA margin improving to 40.10% from 32.39% YoY. The company listed on BSE & NSE in February 2026, raising Rs 90 Cr fresh equity, which improved Debt/Equity from 0.45 to 0.16. The network spans 7 Hubs + 28 Spokes across 9 states, with average revenue per patient at Rs 2,97,998 and first-attempt success rate of 58%. Expansion plans include 3 new hubs in FY27, 8 centers in FY28, and 1 center in FY29.

Likely market impact

Revenue growth remains strong but margin compression raises concerns about near-term profitability. The Rs 90 Cr IPO proceeds significantly strengthened the balance sheet. Expansion plans may pressure margins further in the near term but should drive long-term growth. Declining ROE from 52.34% to 24.66% reflects the dilution from equity infusion, which is expected as the capital is deployed.