Krishna Institute of Medical Sciences Limited has informed the Exchange about Investor Presentation
KIMS · price
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Awaiting price reaction for this filing.
KIMS reported Q4 FY25 consolidated total revenue of ₹801 Cr, up 25.7% year-on-year but only 1.4% quarter-on-quarter. EBITDA came in at ₹203 Cr, growing 24.4% YoY but dipping 1.2% QoQ, with margins at 25.3% versus 25.9% in Q3 FY25. Profit after tax jumped to ₹106 Cr from ₹72 Cr a year ago, helped by a ₹10.8 Cr fair value gain. For full-year FY25, revenue grew 22% to ₹3,067 Cr, EBITDA grew nearly 25% to ₹815 Cr, and PAT rose 23.5% to ₹415 Cr. Occupancy fell to 48% in Q4 from 58.4% a year earlier due to significant bed additions (capacity up to 5,179 from 3,975). ARPOB improved 21% YoY to ₹41,469. The presentation also outlined an aggressive expansion roadmap adding ~2,720 beds across Bangalore, Mumbai, Kondapur, Anantapur, Rajahmundry and others through FY27, involving ₹1,830-2,060 Cr of capex. Cluster-level margins in newer Maharashtra and Kerala hospitals remain weak, with Kerala posting negative EBITDA in Q4.
Strong FY25 results and a robust expansion pipeline signal continued growth, but the QoQ margin dip and weak performance in newer clusters (Maharashtra, Kerala) may keep investors watchful on execution and ramp-up of the new hospitals. Stock could react positively to the visible multi-year growth path, tempered by near-term margin pressure from added capacity.