Investor Presentation for the quarter and year ended March 31, 2025.
Awaiting price reaction for this filing.
Narayana Health reported consolidated operating revenue of INR 14,754 Mn in Q4 FY25 and INR 54,830 Mn in FY25, with FY25 revenue up ~14% YoY on the India business. FY25 consolidated EBITDA was INR 13,684 Mn at a 25.0% margin and PAT was INR 7,898 Mn. India Hospitals EBITDA margin expanded from 19.9% in FY24 to 20.7% in FY25, and ARPOB rose to INR 15.9 Mn from INR 14.4 Mn. The company added 350 new beds across 3 facilities in Q4, with 500 more in pipeline. Net debt-to-equity stood healthy at 0.15. Capex plan for FY26 includes INR 4,240 Mn for greenfield/inorganic growth, plus ongoing projects in Bangalore, Kolkata, Raipur, and Cayman targeted for completion between FY27 and FY29.
Positive for shareholders — revenue and margin growth in the core India hospital business are improving, capex pipeline supports future expansion, and the balance sheet remains comfortable with low leverage.