Announced Sat, 16 May · 13:36 IST

Press Release on Q4FY26

Mgmt Guided Margin PressureInvestor Communications View source PDF

KIMS · price

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Price reaction · full curve 14 horizons · vs prior close
-3.4%1-day move
₹766.00
prior close
₹748.00
base price
After-mkt
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AI summary

KIMS Hospitals reported Q4 FY26 total revenue of INR 1,084 Cr, up 35.3% YoY and 8.1% QoQ. However, EBITDA margin contracted sharply to 19.9% from 25.3% in Q4 FY25. PAT dropped to INR 33 Cr from INR 106 Cr in the year-ago period. For the full year FY26, revenue grew 28.2% to INR 3,931 Cr, but EBITDA margin fell to 21.1% from 26.6% in FY25, with PAT declining to INR 242 Cr from INR 415 Cr. Operational metrics remain strong with IP volumes up 15.4% and OP volumes up 25.4% YoY. Four new hospital units in Bengaluru, Kerala, and Thane are in early ramp-up phase, contributing to margin pressure.

Likely market impact

The stock may face near-term pressure as significant margin contraction (EBITDA margin down ~550 bps for FY26) despite strong revenue growth signals cost pressures from new facility ramp-ups. Declining PAT and EPS degrowth of 37.2% YoY could weigh on investor sentiment.