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Earnings Call Transcript

Global Health Earnings Call Transcript: Key Takeaways

Global Health (Medanta) delivered strong 26% revenue growth, fueled by higher patient volumes and a rapid turnaround in the new Noida facility.

Highlights
Revenue growth26% YoY growth driven by volumes and Noida expansion.
MarginsConsolidated EBITDA margins steady at 23.8%; expansion-related costs offset gains.
Demand visibilityStrong visibility across Tier-2/3 cities; patient volumes up significantly.
Management confidenceExtremely confident, highlighting early Noida EBITDA break-even and volume demand.

Growth

Growth is volume-led (IPD +28%, OPD +34%) with ARPOB increasing 5% from favorable case mix.

Outlook

Noida is expected to achieve EBITDA break-even ahead of previous schedules; capex is ~970 Crores for Guwahati.

Risks

EBITDA margins for established clusters face potential dilution from aggressive expansion and high-end doctor attrition.

Source

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

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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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