GPTHEALTHNSEGPT Healthcare LimitedMediumNeutral
Announced Fri, 22 May · 14:51 IST

GPT Healthcare Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

GPTHEALTH · price

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Price reaction · full curve 14 horizons · vs prior close
-0.9%1-day move
₹140.98
prior close
₹140.63
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AI summary

GPT Healthcare reported Q4 FY26 revenue of INR 128 crores (up 24% YoY) with EBITDA margin of 19.5%. Full year FY26 revenue stood at INR 478.5 crores with EBITDA of INR 90.1 crores (18.8% margin). The company highlighted strong operational improvements: Salt Lake Hospital reached 63% occupancy with ARPOB of INR 43,800, while the newly commissioned Raipur Hospital achieved 14-15% occupancy but incurred EBITDA loss of INR 13.8 crores. Mature hospitals maintained healthy 23% EBITDA margins with 94 bps improvement. The company expects Raipur to break even by Q3 FY27 and guides for 15% revenue growth and 100 bps EBITDA margin improvement in FY27. Jamshedpur 150-bed facility on track for Q4 FY27 commissioning. The company reiterated its long-term vision of becoming a 1,000-bed hospital chain focused on underserved Eastern and Central India markets.

Likely market impact

The stock is likely to react positively to the strong Q4 performance, guided margin recovery and clear timeline for Raipur breakeven. However, investors should monitor the ramp-up pace at Raipur and Jamshedpur as these new facilities will continue to drag margins in FY27.