| Management target | Revenue 4-5 years |
|---|
| Revenue growth | 34% YoY growth, driven by Noida scale-up and volume increases. |
|---|---|
| Margins | Operating EBITDA margins improved structurally to 25.2% via better utilization. |
| Demand visibility | Strong demand across all specialties; high international patient growth at 30%. |
| Management confidence | Highly confident, emphasizing operational leverage and successful replication of Medanta model. |
Growth
Revenue grew 34% YoY; EBITDA margins expanded to 25.2% from 21%.
Outlook
Planned capex of ₹6,000 Cr to double bed capacity over 4-5 years.
Risks
Regulatory drug margin caps and seasonal Q3 softness are near-term headwinds.
Earnings Call Transcript filed with NSE, NSE: MEDANTA. Summary written with AI assistance from the document.
Global Health Ltd: key numbers
- Share price
- ₹1,410.00
- Market cap
- ₹37,912 Cr
- Revenue (annual)
- ₹4,410 Cr
- Net profit (annual)
- ₹556.5 Cr
- P/E (TTM)
- 61.3×Sector 53.8×
- 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 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.
Global Health Management Change
Senior management personnel Dr Pankaj Dhamija, Gurugram Hospital Director, resigned with last working day 30 October 2026. He was relieved earlier than his contractual December 2026 date.