Rainbow Childrens Medicare Limited has informed the Exchange about Transcript
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Rainbow Childrens Medicare posted Q1 FY26 revenue of INR 353 crores, up 7% year-on-year, with EBITDA rising 11% to INR 103.6 crores and margin expanding about 1 percentage point to 29.4% on cost discipline. Profit after tax jumped 35% to INR 53.8 crores, helped by higher other income and lower depreciation. Occupancy was 40.2%, with outpatient volumes up 6% but inpatient volumes down 1% and deliveries down 2% due to a delayed and softer pediatric season. The company closed a 76% acquisition of Prashanthi Hospital Warangal (100 beds) and shared a project pipeline covering Rajahmundry (100 beds), Bengaluru spoke hospitals at Electronic City and Hennur, Coimbatore (130 beds), Gurugram (325 + 125 beds targeting September 2027) and an asset-light Pune greenfield of 150 beds. The balance sheet is debt-free with INR 735 crores of net cash, capex of INR 41.5 crores spent this quarter, and management reiterated revenue growth guidance in the late teens to about 20%.
Profit growth of 35% and margin expansion are positives, but muted mature-hospital occupancy and a 2% drop in deliveries are concerns that could cap near-term upside; strong cash, ongoing bed additions of roughly 350 this year, and the Warangal acquisition support multi-year growth visibility.