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Investor Presentation

Healthcare Global Enterprises Investor Presentation: Key Takeaways

HCG reported strong Q1 FY27 results with 13% YoY revenue growth and 20% Adjusted EBITDA growth. Strategic focus on oncology and capacity expansion through a new North Bengaluru facility.

Guidance and delivery
Management target Revenue FY30
Highlights
Revenue growth13% YoY
MarginsAdjusted EBITDA margins improved to 19.4% from 18.2% YoY
Demand visibilityStrong; 550+ new patient registrations at North Bengaluru facility
Management confidenceHigh regarding oncology focus and market leadership

Growth

Revenue grew 13% YoY to INR 6,951 Mn; PAT surged 190% YoY to INR 138 Mn.

Outlook

Targeting 1,000 bed addition by FY30 via 60% brownfield expansion and ~INR 5,500 Mn total capex.

Risks

Near-term margins impacted by North Bangalore startup losses (INR 70 Mn) and EPCG provisions.

Last quarter's promises, checked

Delivered

  • Guided 15%+ revenue growth → delivered 13% (ex-fertility 13.4%) (= BEAT)
  • Guided 20% EBITDA growth → delivered 20% (= BEAT)
  • Launch North Bangalore by Q4 FY26 → operationalized May 2026 (= BEAT)

Partly delivered

  • Guided 18.5% YTD EBITDA margin → delivered 19.4% in Q1 FY27 (= BEAT)
  • Guided 5% ARPP growth → delivered 2% in current quarter (= MISS)
Source

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

Read the document ↗

Healthcare Global Enterprises Ltd: key numbers

Share price
₹698.65
Market cap
₹10,431 Cr
Revenue (annual)
₹2,545 Cr
Net profit (annual)
₹13.76 Cr
P/E (TTM)
457.5×Sector 57.8×
Promoter holding
64.21%+0.00% QoQ
FII holding
2.73%Current quarter

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

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