Global Health Limited has informed the Exchange about Transcript
MEDANTA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Global Health Limited (Medanta) reported a strong Q1 FY26 with total income of INR10,513 million, up 19% year-on-year, and EBITDA of INR2,553 million, up 23%, taking EBITDA margin to 24.3%. Profit after tax rose 50% YoY to INR1,590 million (PAT margin 15.1% vs 12%), partly helped by a one-time exceptional gain of INR196 million. Inpatient and outpatient volumes grew 14% and 13% respectively, while international patient revenue jumped 34% YoY to INR636 million. The company onboarded 150+ doctors, operationalized a new 110-bed hospital in Ranchi in July 2025, and is set to commission its 550-bed Noida facility in the coming weeks. Developing hospitals (Lucknow, Patna) posted 36% revenue growth and 60% EBITDA growth, while mature hospitals saw ARPOB rise 9% YoY to INR73,256.
Positive quarter with broad-based growth, margin expansion, and a visible capacity expansion pipeline of 2,000 beds over 3-4 years supports a constructive outlook for shareholders. Investors should note that the 50% PAT jump is partially aided by a non-recurring item, and that new hospitals in Noida and Ranchi will add costs before contributing meaningfully to revenue.