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Investor Presentation

Global Health Investor Presentation: Key Takeaways

Global Health (Medanta) delivered Q1 FY27 revenue growth of 26% YoY to INR 13,262 million, driven by robust patient volumes and scaling of the Noida facility.

Highlights
Revenue growth26% YoY consolidated income growth in Q1 FY27.
MarginsConsolidated margins at 23.8%; Cluster 1 at 24.1%; Cluster 2 at 32% (ex-Noida).
Order bookPipeline of nearly 3,350 additional beds under development.
Demand visibilityStrong 'flight to quality' tailwinds in Central and Northern India.
Management confidenceHigh; stating Noida is ahead of internal financial return expectations.

Growth

Revenue grew 26% YoY. Reported EBITDA rose 23% to INR 3,153 million with 23.8% margins. Inpatient volumes increased 28%.

Outlook

Planned expansion to 3,350 additional beds; Guwahati hospital upscaled to 650 beds with INR 9,700 million capex.

Risks

Higher depreciation and finance costs from asset expansion; high nursing and junior doctor attrition rates common to industry.

Last quarter's promises, checked

Delivered

  • Guided Noida breakeven in H2 FY27 → delivered ahead of expectations in Q1 FY27 (= BEAT)
  • Guided 500 bed additions in short-term → delivered 623 beds in FY26 (= BEAT)
  • Guided 24-25% mature unit margins → delivered 26.7% in Q4 FY26 (= BEAT)

Partly delivered

  • Guided 400-bed Guwahati hospital → delivered upscaled target of 650 beds (= PARTIAL)
Source

Investor Presentation 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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