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Earnings Call

Global Health Earnings Call: Key Takeaways

Medanta delivered a robust FY26 with 20% revenue growth, driven by rapid ramp-up in Noida and maturity in Lucknow/Patna. Management is balancing high-intensity expansion with maintained 24-25% EBITDA margins.

Highlights
Revenue growthRevenue grew 20% YoY, driven by Noida ramp-up and Lucknow maturity.
MarginsConsolidated EBITDA margin at 24.2%, impacted by early-stage Noida losses.
Demand visibilityStrong demand for tertiary care across UP, Bihar, and NCR regions.
Management confidenceBalanced and highly confident in clinical execution and expansion roadmap.

Growth

Revenue grew 20% YoY to ₹45,089 million; EBITDA grew 19% excluding Noida losses. Quality is high, volume-led.

Outlook

Adding 500 beds to existing facilities and 2,700 beds via five greenfield projects by FY30.

Risks

Intense clinical talent competition in Gurgaon and initial operating losses from the aggressive new hospital pipeline.

Source

Earnings Call filed with BSE, 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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