| Management target | Revenue FY27 |
|---|
| Revenue growth | Volume-led growth; COVID contributed 25% of recent revenue. |
|---|---|
| Margins | Healthy 29-30% margins driven by fixed doctor salaries and high occupancy. |
| Demand visibility | Strong domestic demand; international patient share remains low at <1%. |
| Management confidence | Balanced and conservative regarding long-term margin sustainability during expansion. |
Growth
Revenue growth is volume-led with 25% contribution from high-margin COVID-related cases and insurance/cash mix.
Outlook
Management targets 1.25x revenue on ₹100 crore capex with 20-25% EBITDA within 3-5 years post-maturation.
Risks
Margins face dilution risk as heavy capex in Chennai and Bangalore comes online in 2-3 years.
Last quarter's promises, checked
Delivered
- Guided Thane EBITDA break-even by March → Delivered Neutral (= BEAT)
- Guided 10,000 brain tumor surgeries milestone → Delivered 10,000+ (= BEAT)
- Guided Kondapur expansion to 800 beds → Delivered Phase 1 commissioning June (= BEAT)
Partly delivered
- Guided debt peaking out → Delivered ₹3,000cr+ with QIP needed to retire ₹1,000cr (= PARTIAL)
- Guided insurance empanelment → Delivered 70% in Thane but Bangalore delayed 3-4 months (= PARTIAL)
Missed
- Guided PAT ₹106cr (Q4FY25) → Delivered ₹33cr (= MISS)
- Guided EPS growth → Delivered -37.2% YoY (= MISS)
- Guided EBITDA margin 25.3% (Q4FY25) → Delivered 19.9% (= MISS)
Earnings Call Transcript filed with BSE, NSE: KIMS. Summary written with AI assistance from the document.
Krishna Institute of Medical Sciences Ltd: key numbers
- Share price
- ₹693.40
- Market cap
- ₹29,123 Cr
- Revenue (annual)
- ₹3,905 Cr
- Net profit (annual)
- ₹241.4 Cr
- P/E (TTM)
- 142.6×Sector 53.1×
- Promoter holding
- 32.50%-1.61% QoQ
- FII holding
- 14.75%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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