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Investor Presentation

GPT Healthcare Investor Presentation: Key Takeaways

GPT Healthcare reported Q1FY27 revenue of ₹126.2 Cr, up 17.8% YoY, with EBITDA margins improving to 20.4%. The company is executing a proximity-based model in Eastern India.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth17.8% YoY for Q1FY27.
MarginsEBITDA margin improved from 17.4% to 20.4% YoY.
Demand visibilityStrong; 3 million bed shortfall in India supports long-term growth.
Management confidenceHigh; focusing on 25% ROCE and capacity expansion.

Growth

Revenue grew 17.8% YoY; PAT jumped 65.7% YoY to ₹12.7 Cr. ARPOB increased to ₹42,350.

Outlook

Targeting 1,000+ beds by FY27 via asset-light expansion. Raipur breakeven expected by Q3 FY27.

Risks

Low occupancy at the new Raipur facility (17.4%) and overall network occupancy decline to 45.5%.

Last quarter's promises, checked

Delivered

  • Targeted 20.2% EBITDA margin → delivered 20.4% (= BEAT)
  • Guided 15% revenue growth → delivered 17.8% (= BEAT)
  • Targeted Salt Lake occupancy ~70% → delivered 70% (= BEAT)

Partly delivered

  • Guided ARPOB growth 7-8% → delivered ~8% increase to ₹42,350 (= BEAT)

Missed

  • Targeted Raipur occupancy 30% by year-end → delivered 17.4% (= MISS)
Source

Investor Presentation filed with BSE, NSE: GPTHEALTH. Summary written with AI assistance from the document.

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GPT Healthcare Ltd: key numbers

Share price
₹161.27
Market cap
₹1,323 Cr
Revenue (annual)
₹472.6 Cr
Net profit (annual)
₹42.22 Cr
P/E (TTM)
28.0×Sector 57.8×
Promoter holding
65.57%+0.00% QoQ
FII holding
3.03%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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