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Earnings Call Transcript

Amanta Healthcare Earnings Call Transcript: Key Takeaways

Q2 FY27 revenue ₹83.1 Cr (+17%), PAT ₹4.86 Cr (+26%), EBITDA margin 21.6%. The FY27 ₹420–430 Cr target needs a steep H2 ramp the Q2 run-rate doesn't support.

Amanta Healthcare Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
Management target Revenue 20.0%
Highlights
Revenue growthQ2 revenue +17% YoY to ₹83.1 Cr; H1 +12%.
MarginsQ2 EBITDA 21.6%; 25%+ two-year aim; polymer costs volatile.
Demand visibilitySteriport demand strong in ICU and critical care; SVP demand unquantified.
Management confidenceOver-optimistic: bold targets, deflects on SVP numbers.

Growth

Q2 revenue +17%, EBITDA +22%. H1 revenue +12% but EBITDA only +8%, so the quality story weakens.

Outlook

FY27 revenue ₹420–430 Cr. SVP ₹16 Cr in FY28. Two-year aim: 20%+ revenue CAGR, 25%+ EBITDA margin.

Risks

FY27 ₹420–430 Cr needs ~₹270 Cr in H2 versus ~₹83 Cr quarterly run-rate. SVP line slipped to Q1 FY28.

Last quarter's promises, checked

Delivered

  • Q2 rev 'needle may not move much' (Q1 ₹69 Cr) → ₹83.1 Cr, +17% YoY (= BEAT)

Partly delivered

  • SteriPort L3 live 24–25 Aug → live Sep 2026 (= PARTIAL)
  • Debt ₹30–35 Cr/yr cut → ₹35 Cr/yr planned, actual unreported (= PARTIAL)

Missed

  • Console margin +4–5% post Line 3 → Q2 EBITDA 21.6% vs Q1 ~22%, no expansion (= MISS)
  • SVP live Q4 FY27 → slipped to Q1 FY28 (= MISS)
  • D/E falling from 1.06 → 1.1x (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: AMANTA. Summary written with AI assistance from the document.

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Amanta Healthcare Ltd: key numbers

Share price
₹185.80
Market cap
₹721.5 Cr
Revenue (annual)
₹287.7 Cr
Net profit (annual)
₹14.88 Cr
P/E (TTM)
39.4×Sector 41.3×
Promoter holding
63.80%+0.00% QoQ
FII holding
0.07%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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