Investor presentation for the quarter and half year ended 30th September, 2025.
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Awaiting price reaction for this filing.
KMC Speciality Hospitals reported strong Q2 FY26 results with Total Income rising 34% YoY to INR 76.1 Cr (vs INR 56.7 Cr in Q2 FY25), driven by higher patient volumes and improved revenue per bed. EBITDA jumped 70% to INR 22.1 Cr with margins expanding sharply to 29.0% (from 22.9%), while PAT nearly tripled to INR 10.7 Cr (margin 14.0%, up from 6.9%). Operational metrics also improved — occupancy rose to 73% (from 69%), Blended ARPOB grew 25% to INR 32,710, OPD volumes rose 21% and IPD volumes rose 20%. The balance sheet strengthened with Net Debt/EBITDA falling to 0.56x (from 1.07x), cash balance doubling to INR 32.7 Cr, and ROCE/ROE improving to 22%/20% respectively. The 200-bed Maa Kauvery (Mother & Child Care) facility, operational since January 2024, continues to contribute meaningfully with 26% YoY revenue growth in this segment.
Strong across-the-board growth in revenue, margins and profitability signals robust operational momentum, particularly from the new Mother & Child Care facility. The significant margin expansion and deleveraging should be viewed positively by shareholders and could support stock price sentiment.