ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Nephrocare Health Services earnings call we streamed: the live audio and our summary of what management said.
Revenue grew a healthy 23.5%, but adjusted EBITDA lagged and H1 margin fell about 80bps to 23%. Management deflected on pricing, FX and margin detail, relying on 'healthy range' language and long-term guidance.
Revenue grew a healthy 23.5%, but adjusted EBITDA lagged and H1 margin fell about 80bps to 23%. Management deflected on pricing, FX and margin detail, relying on 'healthy range' language and long-term guidance.
Reiterates 15-20% revenue growth over 3-4 years; no annual guidance. FY27 capex to exceed ₹165 Cr.
Nephrocare delivered robust 23.7% revenue growth driven by international expansion and volume gains. While margins improved via operating leverage, high working capital cycles and binary outcomes in tender markets like Saudi Arabia remain key risks.
Nephrocare reports strong FY26 performance with 32% revenue growth and significant margin expansion, driven by international expansion and platform-led operational efficiencies.
Nephrocare Health Services (NephroPlus) reported strong FY26 performance with revenue reaching ₹998.8 Cr, driven by international expansion and increased treatment volumes.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.