Investor Presentation for the quarter and year ended 31st March, 2026
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KMC Speciality Hospitals, a 450-bed multi-specialty hospital in Trichy (Tamil Nadu) and part of Kauvery Group, reported strong Q4 FY26 and full-year results. Total Income grew 36% YoY in Q4 to INR 84.2 Cr and 32.5% for FY26 to INR 310.8 Cr. EBITDA surged 71% YoY in Q4 to INR 27.8 Cr with margins expanding sharply from 26.3% to 33%, while full-year EBITDA grew 55% to INR 93 Cr with margins rising to 29.9% from 25.6%. PAT more than doubled to INR 46.7 Cr for the year (margin 15% vs 9.1%), driven by volume growth across specialties and improving realization. Occupancy stayed healthy at 81% in Q4, Blended ARPOB rose 7% to INR 32,838, and balance sheet improved markedly with Net Debt/EBITDA at 0.11x and cash balance at INR 60.8 Cr.
Sharp margin expansion and doubled profits indicate strong operating leverage, especially from the new Maa Kauvery facility. Improving return ratios (ROCE 25%, ROE 22%) and lower leverage are positive signals for shareholders and likely to support the stock.