The call ran from 2:01 PM to 3:02 PM IST (1 h 1 min).
Key takeaways
Global Health delivered strong results driven by high-occupancy and scale-up at Noida. Expansion remains aggressive with a new 500-bed Ghaziabad project.
| Management target | Revenue 4-5 years |
|---|
| Revenue growth | 34% YoY growth, driven by Noida scale-up and volume increases. |
|---|---|
| Margins | Operating EBITDA margins improved structurally to 25.2% via better utilization. |
| Demand visibility | Strong demand across all specialties; high international patient growth at 30%. |
| Management confidence | Highly confident, emphasizing operational leverage and successful replication of Medanta model. |
Growth
Revenue grew 34% YoY; EBITDA margins expanded to 25.2% from 21%.
Outlook
Planned capex of ₹6,000 Cr to double bed capacity over 4-5 years.
Risks
Regulatory drug margin caps and seasonal Q3 softness are near-term headwinds.
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
Global Health Q2 FY27 Results: Net Profit ₹219.1 Cr, Up 38.3% YoY
Global Health Ltd reported revenue from operations of ₹1,469 Cr (+33.6% YoY) and net profit of ₹219.1 Cr (+38.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹219.1 Cr · +38.3% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Noida is expected to achieve EBITDA break-even ahead of previous schedules; capex is ~970 Crores for Guwahati.
Growth they described
Growth is volume-led (IPD +28%, OPD +34%) with ARPOB increasing 5% from favorable case mix.
Call details
| Company | Global Health Limited |
|---|---|
| NSE symbol | MEDANTA |
| ISIN | INE474Q01031 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 2:00 PM IST |
| Length | 1 h 1 min |
| Audio | Our stream on YouTube ↗ |
Global Health Limited: key numbers
- Share price
- ₹1,410.00
- Market cap
- ₹37,912 Cr
- Revenue (annual)
- ₹4,410 Cr
- Net profit (annual)
- ₹556.5 Cr
- P/E (TTM)
- 61.3×Sector 53.8×
- Promoter holding
- 33.00%+0.00% QoQ
- FII holding
- 9.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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