ALFA Finder| Revenue growth | 26.2% YoY |
|---|---|
| Margins | EBITDA margin at 23.8%; ex-Noida margin improved to 25.8%. |
| Demand visibility | Strong; IPD volumes up 27.7%, OPD volumes up 34.5%. |
| Management confidence | High, cited highest ever quarterly income. |
Growth
Revenue hit INR 13,262 million (+26.2% YoY). EBITDA reached INR 3,153 million (+23.5% YoY), though PAT dipped 1.1% due to a high base effect.
Outlook
Planned addition of ~2,950 beds (+71%) with total capex of INR 48,500 million over 5 years. Expanding to Mumbai, Guwahati, and Varanasi.
Risks
Noida facility remains EBITDA negative (-INR 49 million). PAT impacted by non-recurring exceptional income in previous year.
Last quarter's promises, checked
Delivered
- Noida breakeven in H2 FY27 → losses narrowed to -INR 49M in Q1 FY27 (= BEAT)
- Occupancy mid-60% for Lucknow/Patna → delivered 68-70% (= BEAT)
- International revenue growth ~30% → delivered 23% in Q1 (= BEAT)
Partly delivered
- Capex INR 8-9B for FY27 → INR 1.61B spent in Q1 (= PARTIAL)
Investor Presentation filed with NSE, NSE: MEDANTA. Summary written with AI assistance from the document.
Global Health Ltd: key numbers
- Share price
- ₹1,454.00
- Market cap
- ₹39,095 Cr
- Revenue (annual)
- ₹4,410 Cr
- Net profit (annual)
- ₹556.5 Cr
- P/E (TTM)
- 63.2×Sector 55.1×
- Promoter holding
- 33.00%+0.00% QoQ
- FII holding
- 9.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Global Health Ltd
All →Global Health Earnings Call Transcript: Key Takeaways
Global Health delivered strong results driven by high-occupancy and scale-up at Noida. Expansion remains aggressive with a new 500-bed Ghaziabad project.
Global Health Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 14,690m (+33.6%), Operating EBITDA INR 3,701m (25.2% margin), PAT INR 2,191m (+38.3%). Volume-led growth; net cash INR 7,815m.
Global Health Results Update
Global Health reported Q2 FY27 revenue of INR 14,690 million, up 33.6%, and PAT of INR 2,191 million, up 38.3%. Board approved a 500-bed Ghaziabad hospital.
Global Health Capacity Expansion: ₹997 Cr Investment
Medanta plans a 500-bed Ghaziabad hospital over 3-4 years. Project cost is Rs 997 Crore, funded by internal accruals and debt.
- Value
- ₹997.0 Cr
- Execution
- 3-4 years, phased
- hospital beds
- 500.0 beds
Global Health Q2 FY27 Results: Net Profit ₹219.1 Cr, Up 38.3% YoY
Global Health Ltd reported revenue from operations of ₹1,469 Cr (+33.6% YoY) and net profit of ₹219.1 Cr (+38.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹219.1 Cr · +38.3% YoY
Global Health Employee Stock Options
Global Health granted 3,14,000 ESOPs to 45 employees at ₹635 under LTIP 2024. Its Senior VP & Head-HR also resigned, effective 23 December 2026.