| Revenue growth | India revenue up 10.2% YoY; Cayman scale-up reached ~$50m/quarter. |
|---|---|
| Margins | Normalized consol margin ~22% after one-time UK acquisition costs. |
| Demand visibility | Strong domestic demand replacing international; focus on high-end cardiac/transplants. |
| Management confidence | High confidence in sustaining India margins despite macro headwinds. |
Growth
India hospital margins expanded to 25.1% from 21.5% YoY. ARPOB grew in low-to-mid single digits.
Outlook
₹3,000cr India capex planned for FY28-29. Doubling clinic count and adding adult programs in Mumbai for FY27.
Risks
High inflationary environment, UK acquisition integration costs, and losses in the new Cayman insurance business ($5m USD).
Earnings Call filed with BSE, BSE: 539551. Summary written with AI assistance from the document.
Narayana Hrudayalaya Ltd: key numbers
- Share price
- ₹1,723.20
- Market cap
- ₹35,215 Cr
- Revenue (annual)
- ₹7,896 Cr
- Net profit (annual)
- ₹805.6 Cr
- P/E (TTM)
- 43.1×Sector 53.1×
- Promoter holding
- 63.27%+0.00% QoQ
- FII holding
- 9.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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