Announced Tue, 5 Aug · 15:03 IST

Yatharth Hospital & Trauma Care Services Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

YATHARTH · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Yatharth Hospital reported Q1 FY26 revenue of Rs. 2,578 mn, up 22% YoY and 11% QoQ. EBITDA grew 20% YoY to Rs. 645 mn with margin at 25.0% (down 32 bps YoY but up 41 bps QoQ). PAT surged 40% YoY to Rs. 425 mn, with PAT margin improving 214 bps YoY to 16.5%. Bed occupancy rose to 65% (from 61%) and ARPOB reached Rs. 32,395 (+6% YoY). The company inaugurated a new 300-bed Delhi facility in July 2025 and is set to operationalize a 400-bed Faridabad hospital in August 2025, taking total capacity to ~2,300 beds. Greater Faridabad hospital turned net profit positive within a year of operations, and the Ramraja Hospital land dispute was resolved in the company's favour. The company sits on a net cash position with Rs. 1,496 mn operating cash flow in FY25.

Likely market impact

Strong top-line growth and improved profitability across most metrics are positive for shareholders. The two new hospitals (Delhi and Faridabad) will add ~700 beds and are expected to accelerate revenue growth from Q2 FY26 onwards, supporting the multi-year capacity roadmap targeting ~3,000 beds by FY28.