Announced Wed, 24 Sept · 12:56 IST

Investor Presentation for the quarter ended June 30, 2025.

Investor Communications View source PDF

Price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

KMC Speciality Hospitals submitted its Q1 FY2026 investor presentation on 24 September 2025. Total Income rose 26% year-on-year to INR 67.4 Cr, EBITDA grew 27% to INR 17.3 Cr with margin improving slightly to 25.6% (vs 25.3%), and Profit After Tax jumped 37% to INR 7.5 Cr with margin at 11.2% (vs 10.3%). Operational metrics were strong: OPD visits up 24%, IPD volumes up 16%, blended ARPOB up 16% to INR 30,849, and occupancy at 69%. The 200-bed Maa Kauvery Mother & Child Care facility, operationalised in January 2024, contributed 25% growth in that vertical. Networth stood at INR 172 Cr with total borrowings of INR 79.2 Cr largely tied to this new facility, and ROCE/ROE improved to 19%/18%.

Likely market impact

Solid broad-based growth across volumes, revenue per bed and profits signals a healthy quarter, though EBITDA margins remain stuck in the mid-20s range. Investors should watch whether the Maa Kauvery facility drives margin expansion as it matures and whether debt levels ease from current INR 79.2 Cr.