MEDIASSISTNSEMedi Assist Healthcare Services LimitedMediumNeutral
Announced Fri, 15 May · 11:04 IST

Medi Assist Healthcare Services Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

MEDIASSIST · price

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

Price reaction · full curve 14 horizons · vs prior close
-3.8%1-day move
₹385.00
prior close
₹393.10
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AI summary

Medi Assist reported FY '26 total income of INR 923.2 crores (23.6% YoY growth) with operating income of INR 904.8 crores (25.1% growth). EBITDA margin was 19.3% for the year, with notable quarterly improvement - Q4 EBITDA margin expanded to 19.9% versus 18.6% in Q3 and 17.1% in Q2. The company became debt-free in January 2026 with free cash flow of INR 260.5 crores. Total premium under management reached INR 25,923 crores (22.8% growth), with group market share at 33.7% (340 bps increase). Paramount TPA integration is on track with over 50% of claims volume migrated to MAtrix platform, expected to complete by Q2 FY '27. Technology SaaS revenue grew 91.9% to INR 21.7 crores, while government business revenue was INR 113.6 crores (42.6% growth). Management highlighted that technology business margins are directionally 1.5-2x higher than traditional TPA business.

Likely market impact

The company showed strong margin expansion trajectory with quarterly EBITDA improvement, indicating successful integration of Paramount. The debt-free status and cash generation provide flexibility for growth investments, though investors should monitor retail market share challenges and potential industry yield compression.