RAINBOWBSERainbow Children's Medicare LtdMediumNeutral
Announced Sat, 23 May · 20:43 IST

Investor Presentation on Audited Financial Results (Standalone & Consolidated) for the quarter and financial year ended March 31, 2026.

Analyst Day Multiyear TargetsInvestor Communications View source PDF

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AI summary

Rainbow Children's Medicare reported strong FY26 results with revenue of Rs 17,031 million (up 12%) and PAT of Rs 2,815 million (up 15%). Q4 revenue grew 24% YoY to Rs 4,599 million with PAT up 38%. EBITDA margins held steady at 32% for FY26. The company expanded its network to 2,435 beds through acquisitions (Prashanthi Hospital Warangal, Pratiksha Hospital Guwahati) and new launches (Rajahmundry, Electronic City, HRBR Bengaluru). However, occupancy declined to 46.3% from 50.5% and ARPOB fell 5% to Rs 2.71, indicating new hospitals are still ramping up. Management disclosed detailed expansion plans targeting 3,245 beds by FY28-29, including new facilities in Gurugram and Coimbatore.

Likely market impact

The company delivered robust revenue and profit growth driven by volume expansion, though margin pressure exists as new hospitals dilute occupancy metrics. The disclosed multi-year expansion roadmap provides visibility on future bed growth to 3,245 beds.