Presentation for Investor Conference
MAXHEALTH · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Max Healthcare presented at UBS AIC 2026 in Hong Kong, highlighting its position as India's second largest hospital chain with 6,000+ beds across 21 facilities. The company reported FY26 net revenue of ₹10,065 Cr (up 16% YoY) and operating EBITDA of ₹2,638 Cr with 26.2% margin. PAT grew 22% to ₹1,631 Cr. The company has strong cash generation of ₹1,541 Cr in FY26 and maintains a market cap of ₹1 lakh crore with 36% CAGR since April 2021. Growth strategy includes brownfield and greenfield expansions targeting 8,400+ additional beds, with ~4,000 beds expected in 3-4 years. Recent expansions include new towers at Mohali (160 beds), Nanavati-Max (280 beds), and Max Smart (400 beds). Top shareholders include Capital Group, GIC, Blackrock, Vanguard, and LIC.
Strong operational performance with robust revenue growth and cash generation. The significant capacity expansion plans and metro-centric strategy position the company well for continued growth, though investors should monitor margin pressures as new beds are operationalized.