NEPHROPLUSBSENephrocare Health Services LtdMediumNeutral
Announced Tue, 19 May · 18:54 IST

Please find attached herewith Investor Presentation for quarter and year ended March 31, 2026.

Investor Communications View source PDF

NEPHROPLUS · 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
-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 reported strong FY26 results with revenue of ₹998.8 crore, up 32.2% YoY, driven by 16.6% growth in treatment volumes reaching 38.4 lakh treatments. Adjusted EBITDA rose 37.6% to ₹238.1 crore with margins expanding to 23.8%, while adjusted PAT surged 74.6% to ₹128.3 crore. Q4 FY26 showed revenue of ₹265.6 crore (up 21.2% YoY) and PAT of ₹35.1 crore (up 27.4% YoY). The company expanded its international revenue share from 31.8% to 41.8%, benefiting from higher-priced markets like Uzbekistan (13.6x India pricing) and Saudi Arabia. ROCE improved to 22.8% from 19.9%, demonstrating capital efficiency. The company added 8 acquisitions (11 clinics) during FY26 and launched Reformmed.AI digital platform across 50+ clinics.

Likely market impact

The strong 32% revenue growth and 75% PAT growth indicate healthy operating leverage and successful execution of the international expansion strategy. The shift toward higher-margin international markets and improving ROCE signals improving profitability quality, which should be positive for the stock.