NEPHROPLUSNSENephrocare Health Services LimitedMediumNeutral
Announced Tue, 19 May · 18:56 IST

Nephrocare Health Services Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

NEPHROPLUS · price

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Price reaction · full curve 14 horizons · vs prior close
-9.4%1-day move
₹649.00
prior close
₹629.75
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.6-0.8-1.1-2.5-9.4-6.5-4.9-6.5-6.8-1.6+16.9+11.9-2.9
Up moveDown movePending
AI summary

NephroPlus, India's and Asia's largest dialysis network, reported strong FY26 results with revenue of ₹998.8 crore (up 32.2% YoY) and adjusted PAT of ₹128.3 crore (up 74.6% YoY). The company served 36,981 patients across 524 clinics in 5 countries, delivering 38.4 lakh treatments (up 16.6%). International revenue contribution increased from 31.8% to 41.8%, driven by higher-priced markets like Uzbekistan and Philippines. ROCE improved to 22.8%, reflecting operational leverage from the scaled platform. Q4 FY26 showed revenue of ₹265.6 crore (up 21.2%) with adjusted PAT of ₹35.1 crore. Management highlighted focus on consolidating India leadership, scaling international operations, and pursuing acquisitions.

Likely market impact

The strong 32% revenue growth and 75% PAT growth demonstrate execution capability post-IPO. The improving mix towards international markets and rising revenue per treatment (₹3,384) suggest margin expansion potential. Healthy 22.8% ROCE indicates efficient capital deployment.