Rainbow Childrens Medicare Limited has informed the Exchange about Transcript
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Rainbow Children's Medicare reported Q4 FY25 revenue of INR 370.1 crores (up 8.5% YoY) and full-year revenue of INR 1,515.9 crores (up 16.9%). Full-year EBITDA grew 14.2% to INR 489.9 crores with margin at 32.3% (pre-Ind AS 26.6%), while PAT rose 11.9% to INR 244 crores. The company holds ~INR 700 crores in cash, plans to fund its 3-year capex of ~INR 650 crores entirely through internal accruals, and is adding 250 beds in FY26 (Rajahmundry, Electronic City, Hennur). Pediatric volumes were soft in Q4 with ~35% of business subdued, while IVF grew ~70% YoY (2.6% of revenue) and the new Hyderabad hospital hit breakeven within 12 months.
Stable quarter with margin discipline maintained despite weaker pediatric seasonality; new hospital losses of INR 12-13 cr turning neutral in FY26 should support margin recovery. Long runway from 250 bed additions, M&A optionality, and cash-rich balance sheet is positive, though near-term growth remains in mid-to-high teens.