MEDANTABSEGlobal Health LtdMediumNeutral
Announced Thu, 14 May · 18:48 IST

Investor Presentation for the fourth quarter and year ended March 31, 2026 results of the Company.

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

MEDANTA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
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₹1210.30
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₹1234.00
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AI summary

Medanta reported strong FY2026 results with Total Income of ₹45,089 million, up 19.6% YoY. EBITDA ex-Noida grew 18.6% to ₹11,343 million with margins improving to 25.7% from 25.4%. PAT was ₹5,541 million, up 15.1% YoY. Q4 was the highest ever quarterly revenue at ₹11,958 million, up 25.3% YoY, with PAT of ₹1,417 million up 39.7%. Total beds grew 20.5% to 3,665 beds with 623 beds added. IPD volumes rose 16% and OPD volumes rose 18.7%. Noida hospital (382 beds operational) generated ₹906 million revenue but reported EBITDA loss of ₹783 million, though quarterly losses are declining. Board recommended dividend of ₹0.50 per share. Company disclosed ₹45,000 million capex plan over 5 years for new hospitals in Mumbai, South Delhi, Pitampura, Guwahati, and Varanasi.

Likely market impact

Strong operational performance with margin improvement ex-Noida offset by new facility losses. The aggressive expansion capex plan signals significant future growth but will pressure margins as new hospitals ramp up. Existing mature hospitals continue delivering steady 9% revenue growth.