ALFA Finder| Revenue growth | Q2 +16% YoY; ex-North Bangalore +14%; volume and ARPP driven. |
|---|---|
| Margins | EBITDA margin 19.7% vs 19.2%; wage revision cost ~₹6 Cr. |
| Demand visibility | Healthy patient demand; cancer incidence and screening cited as tailwinds. |
| Management confidence | Confident; trade-margin impact acknowledged but largely deflected to levers. |
Growth
Q2 revenue +16% (ex-North Bangalore +14%), volume +9%, ARPP +7%; EBITDA +17%, margin 19.7% (vs 19.2%).
Outlook
Guidance: mid-teens revenue, high-teens EBITDA growth through FY29; tax 35-40% near term.
Risks
Trade-margin cap (from November) hits mid-to-high single-digit annualised EBITDA; H1 OCF/EBITDA only ~54%.
Last quarter's promises, checked
Delivered
- Mid-teens rev growth → Q2 +16%, H1 +15% (= BEAT)
- ₹170 Cr debt repayment → ₹170 Cr repaid (= BEAT)
- EBITDA growth > revenue → Q2 EBITDA +17% vs rev +16% (= BEAT)
Partly delivered
- 21-22% EBITDA margin in 2 yrs → Q2 19.7% (Q1 adj 19.4%) (= PARTIAL)
- NB losses to peak in Q1 then fall → no Q2 NB loss disclosed (= PARTIAL)
- ESOP charge to be reported in Q2 → not in current data (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: HCG. Summary written with AI assistance from the document.
Healthcare Global Enterprises Ltd: key numbers
- Share price
- ₹600.25
- Market cap
- ₹8,962 Cr
- Revenue (annual)
- ₹2,545 Cr
- Net profit (annual)
- ₹13.76 Cr
- P/E (TTM)
- 793.1×Sector 53.9×
- Promoter holding
- 64.21%+0.00% QoQ
- FII holding
- 2.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Healthcare Global Enterprises Ltd
All →Healthcare Global Enterprises Results Update
HCG reported Q2 FY27 revenue of INR 7,318 Mn, up 16% YoY, with adjusted EBITDA up 17%. Results cover the quarter and half-year ended September 30, 2026.
Healthcare Global Enterprises Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 7,318 Mn (+16% YoY) and Adjusted EBITDA INR 1,425 Mn (+17%, 19.7% margin). Reported PAT INR 92.5 Mn. Plan to add 1,000 beds by FY30.
Healthcare Global Enterprises Employee Stock Options
HealthCare Global granted 70,000 employee stock options at a Rs 495 exercise price under its 2026 ESOS. Options vest within one to seven years.
- Execution
- Vesting 1 to 7 years from grant; exercisable for up to 10 years from grant
Healthcare Global Enterprises Q2 FY27 Results: Net Profit ₹9.2 Cr, Down 55.6% YoY
Healthcare Global Enterprises Ltd reported revenue from operations of ₹731.8 Cr (+13.1% YoY) and net profit of ₹9.2 Cr (-55.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹9.2 Cr · -55.6% YoY
Healthcare Global Enterprises Other Announcement
HealthCare Global Enterprises Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Healthcare Global Enterprises Board Meeting Date
HealthCare Global Enterprises will hold a board meeting on November 05, 2026, to consider and approve the unaudited financial results for the quarter ended September 30, 2026.