Please find enclosed herewith Earnings Call Transcript.
GPTHEALTH · price
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GPT Healthcare reported Q4 FY26 revenue of INR 128 crores (24% YoY growth) with EBITDA of INR 25 crores (19.5% margin). Full year FY26 revenue stood at INR 478.5 crores with EBITDA of INR 90.1 crores (18.8% margin). The company's mature hospitals showed improved performance with Salt Lake at 63% occupancy and Dumdum achieving 71% occupancy after restructuring. The newly commissioned Raipur Hospital reported 14.26% occupancy with EBITDA loss of INR 13.8 crores for FY26. Management guided for 15% revenue growth and 100 basis points EBITDA margin improvement in FY27, expecting Raipur to break even by Q3 FY27 at around 25% occupancy. The company is commissioning a 150-bed Jamshedpur hospital in Q4 FY27 with ARPOB guidance of mid-INR 35,000.
The stock is likely to see positive reaction given the strong Q4 growth, improving occupancies across mature hospitals, and clear FY27 guidance. However, investors should monitor the Raipur ramp-up and new Jamshedpur facility costs which may temporarily impact margins.