MEDANTANSEGlobal Health LimitedMediumNeutral
Announced Wed, 20 May · 10:14 IST

Global Health Limited has informed the Exchange about Announcement under Regulation 30 of Listing regulations for Earning Call Transcript.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

MEDANTA · price

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+0.6%1-day move
₹1234.00
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₹1227.60
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AI summary

Medanta reported strong Q4 FY26 results with total income of INR 11,958 million (+25% YoY) and PAT of INR 1,417 million (+40% YoY). For full year FY26, total income grew 20% to INR 45,089 million with EBITDA margins improving to 25.7% (excluding Noida). The new 550-bed Noida hospital reported revenue of INR 906 million with EBITDA loss of INR 783 million, though Q4 loss reduced to INR 236 million from INR 320 million in Q3 as occupancy improves to ~30%. Management expects Noida to break even in H2 FY27. The company added 623 beds during FY26 through Noida, Patna, and Ranchi expansions, and announced new 400-bed hospitals for Guwahati and Varanasi, plus an 80-bed Indore acquisition for oncology. Total capex guidance is INR 800-900 crores for FY27 and INR 600-700 crores for FY28, with ~2,700 beds planned across 5 greenfield projects over 3-4 years.

Likely market impact

Strong execution with margin improvement and clear expansion roadmap. Noida ramp-up is on track, and multiple growth levers (bed additions, specialty expansion, international business at +33%) support continued outperformance. Net cash position of INR 5,906 million provides flexibility for growth investments.