ALFA Finder| Revenue growth | 26% YoY consolidated income growth in Q1 FY27. |
|---|---|
| Margins | Consolidated margins at 23.8%; Cluster 1 at 24.1%; Cluster 2 at 32% (ex-Noida). |
| Order book | Pipeline of nearly 3,350 additional beds under development. |
| Demand visibility | Strong 'flight to quality' tailwinds in Central and Northern India. |
| Management confidence | High; 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)
Investor Presentation filed with BSE, NSE: MEDANTA. Summary written with AI assistance from the document.
Global Health Ltd: key numbers
- Share price
- ₹1,429.00
- Market cap
- ₹38,423 Cr
- Revenue (annual)
- ₹4,410 Cr
- Net profit (annual)
- ₹556.5 Cr
- P/E (TTM)
- 62.1×Sector 54.5×
- 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.