| Revenue growth | UK saw 5% YoY revenue growth; Cayman hospital growth 6% USD. |
|---|---|
| Margins | India margins expanded 400bps YoY; UK/Insurance currently diluting consolidated margins. |
| Demand visibility | Strong traction in high-end procedures, robotics, and outpatient clinic footfalls. |
| Management confidence | High confidence in margin recovery as insurance repricing and UK integration progress. |
Growth
India hospital EBITDA grew 40% with margins at 24%; clinic consultations up 30% YoY; Cayman insurance losses reduced to USD 3.7M.
Outlook
Committed INR 3,000 crores capex over two years; Southwest Bangalore 100-bed hospital commissioning in Q2 FY27; targeting ALOS reduction to ~4%.
Risks
Losses in new insurance verticals and UK business; heatwave impacting UK hospital capacity; seasonal volatility in small insurance books.
Last quarter's promises, checked
Delivered
- Guided Mumbai break-even → delivered break-even in Q4 (= BEAT)
- Targeted India margins expansion → delivered 400bps YoY expansion (= BEAT)
- Guided 100% subsidiary status for Samyat → confirmed 100% ownership (= BEAT)
Partly delivered
- Targeted UK margin improvement → delivered 10% vs 7-8% at acquisition (= PARTIAL)
Missed
- Guided FY26 greenfield capex INR 424cr → delivered INR 109cr (= MISS)
- Targeted Cayman insurance break-even → delivered USD 3.7M loss (= MISS)
Earnings Call Transcript filed with BSE, NSE: NH. Summary written with AI assistance from the document.
Narayana Hrudayalaya Ltd: key numbers
- Share price
- ₹1,728.70
- Market cap
- ₹35,328 Cr
- Revenue (annual)
- ₹7,896 Cr
- Net profit (annual)
- ₹805.6 Cr
- P/E (TTM)
- 43.3×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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