Global Health Limited has informed the Exchange about Transcript
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Global Health (Medanta) shared its Q4 and FY25 results transcript. FY25 consolidated revenue grew 13% YoY to INR 3,771 crore, with EBITDA up 9% to INR 956 crore at a 25.4% margin and adjusted PAT of INR 519 crore (+9%). Q4 was stronger, with revenue up 14% to INR 954 crore and EBITDA up 20% to INR 248 crore at a 26% margin. The Board announced its first-ever dividend of INR 0.5 per share (25%). Management outlined a multi-year capex plan of around INR 4,000 crore to add roughly 3,000 beds over 3-4 years, with the 550-bed Noida facility set to open in Q2 FY26 and new greenfield hospitals planned in Mumbai, Pitampura, and Guwahati. The company ended the year with a net cash surplus of INR 812 crore and guided for low to mid-single-digit ARPOB growth going forward.
For shareholders, the announcement is broadly positive: strong Q4 growth, a maiden dividend, a clear bed expansion pipeline, and a healthy net cash position support the growth story. Near-term focus will be on the timely commissioning of the Noida facility and ARPOB trajectory, while the INR 4,000 crore capex plan will be back-end loaded and funded through a mix of internal accruals and debt.