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Earnings Call

Global Health Earnings Call: Key Takeaways

Global Health Limited reported FY26 total income growth of 20% to ₹45,089 million with consolidated PAT up 15.1% to ₹5,541 million. Growth was driven by patient volume increases and scaling of developing hospitals.

Why this was an Alfa AlertNot a filter event. Financial results were strong but management did not state they exceeded prior guidance by over 5%.
Highlights
Revenue growth20% YoY for FY26; 25% YoY for Q4 FY26.
MarginsConsolidated FY26 margin 24.2%; mature hospital margins stable at 24.4%.
Demand visibilityStrong momentum across network; high demand for tertiary care in UP/Bihar.
Management confidenceHigh confidence in 24-25% mature margins and Noida ramp-up.

Growth

Total income grew 20% YoY; EBITDA (ex-Noida) rose 19% to ₹11,343 million; Inpatient counts increased 16%.

Outlook

Capex of ₹45,000 million planned over 5 years; addition of 2,700 beds via greenfield projects; targeting breakeven for Noida in FY27.

Risks

Early-stage operating losses at Noida facility; doctor attrition risks from new competitor hospitals in Gurgaon; geopolitical challenges in Middle East.

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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