The call ran from 11:01 AM to 12:04 PM IST (1 h 3 min).
Key takeaways
Yatharth delivered record performance driven by newer acquisitions turning EBITDA positive and a strategic 3,150 Cr Advent partnership to double bed capacity.
| Management target | Revenue 30.0% FY31 |
|---|
| Revenue growth | 52% YoY growth; driven by newer hospitals and stable mature assets. |
|---|---|
| Margins | EBITDA margin at 23.6%; mature hospitals healthy at 28%. |
| Demand visibility | Strong; high occupancy in Noida/NCR; growing international medical tourism trends. |
| Management confidence | Aggressive and optimistic, backed by large Advent International capital infusion. |
Growth
Revenue grew 52% YoY; EBITDA up 50%. Mature hospitals grew 24% while newer facilities ramped up to 28% of group revenue.
Outlook
Advent funds will help double capacity to 7,000-8,000 beds within 3-5 years via inorganic acquisitions.
Risks
Regulatory pricing caps on oncology drugs and potential sector-wide price standardizations pose margin risks.
Last quarter's promises, checked
Delivered
- ARPOB growth 9–10% YoY → +11% to ₹36,000 (= BEAT)
- Revenue growth above FY26's 37% → 52% YoY (= BEAT)
- Faridabad S20 breakeven in 12–14 months → ~9 months (= BEAT)
Partly delivered
- Gurugram 250 beds live Q1 FY28 → reiterated FY28, not yet due (= PARTIAL)
Missed
- FY27 EBITDA margin upwards of 24% → 23.6% (qtr) (= MISS)
- 5,000 beds in ~2.5 yrs → no bed progress reported; target restated as 7,000–8,000 beds in 3–5 yrs (= MISS)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Yatharth Hospital & Trauma Care Services Q2 FY27 Results: Net Profit ₹48.5 Cr, Up 17.4% YoY
Yatharth Hospital & Trauma Care Services Ltd reported revenue from operations of ₹431.4 Cr (+52.4% YoY) and net profit of ₹48.5 Cr (+17.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹48.5 Cr · +17.4% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Targeting 5,000 beds in next three to five years; FY27 EBITDA margin guided at 24% and above.
Growth they described
Revenue grew 51% YoY and EBITDA 39% YoY. Growth is fueled by high-ARPOB specialty mix like oncology.
Call details
| Company | Yatharth Hospital & Trauma Care Services Ltd |
|---|---|
| NSE symbol | YATHARTH |
| ISIN | INE0JO301016 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 11:00 AM IST |
| Length | 1 h 3 min |
| Audio | Our stream on YouTube ↗ |
Yatharth Hospital & Trauma Care Services Ltd: key numbers
- Share price
- ₹1,029.00
- Market cap
- ₹9,915 Cr
- Revenue (annual)
- ₹1,207 Cr
- Net profit (annual)
- ₹175.4 Cr
- P/E (TTM)
- 52.0×Sector 53.8×
- Promoter holding
- 55.80%+0.00% QoQ
- FII holding
- 7.05%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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