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Earnings Call

Global Health Earnings Call: Key Takeaways

Global Health (Medanta) reported strong FY26 performance with 20% revenue growth and 15% PAT growth. Expansion continues with Noida facility now operational and new projects in Varanasi and Indore.

Why this was an Alfa AlertNot a filter event. Results are strong but no specific prior guidance range was provided to confirm a material beat.
Highlights
Revenue growth20% YoY for FY2026
MarginsEBITDA margins at 24.2% consolidated; 25.7% excluding Noida.
Demand visibilityStrong; in-patient count up 16%, out-patient up 18.7%.
Management confidenceHigh; citing robust volume growth and capacity expansion.

Growth

FY26 Revenue: ₹45,089mn (+19.6% YoY); PAT: ₹5,541mn (+15.1% YoY); EBITDA (ex-Noida) margin: 25.7%.

Outlook

Capex of ₹9,400mn in FY26. Planned 400-bed hospitals in Guwahati and Varanasi; 80-bed Indore cancer unit operational in Q2 FY27.

Risks

Startup losses at Medanta Noida (₹783mn EBITDA loss in FY26); flight disruptions affecting international patient volumes in Q4.

Source

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

Read the document ↗

Global Health Ltd: key numbers

Share price
₹1,495.40
Market cap
₹40,208 Cr
Revenue (annual)
₹4,410 Cr
Net profit (annual)
₹556.5 Cr
P/E (TTM)
72.3×Sector 57.8×
Promoter holding
33.00%-0.01% QoQ
FII holding
9.46%Current quarter

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

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