Global Health Limited has informed the Exchange about Presentation
MEDANTA · price
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Global Health Limited (Medanta) filed its Q1 FY2026 investor presentation reporting its highest-ever quarterly total income of INR 10,513 million, up 19.1% year-on-year, driven by higher patient volumes and improved realization. EBITDA grew 22.6% to INR 2,553 million with margins expanding 70 basis points to 24.3%, and profit after tax rose 49.6% to INR 1,590 million (margin 15.1%), partly aided by a one-time exceptional income of Rs. 196 million. Operational metrics improved across the board, with occupancy at 63.2%, ARPOB at INR 66,584 (+4%), in-patients up 14.2%, and out-patients up 13.1%. The company outlined a 5-year capex plan of approximately Rs. 40,000 million to add around 3,000 beds, including the upcoming 300-bed Noida hospital in Q2 FY26 and the newly operationalized 110-bed Ranchi facility in July 2025.
Strong quarterly performance with broad-based volume growth and margin expansion, backed by a clear multi-year expansion roadmap, is positive for the stock. However, the sizable capex commitment (Rs. 40 billion over 5 years, funded partly by debt) may keep leverage and capital allocation under investor scrutiny in the near term.