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Earnings Call

Jeena Sikho Lifecare Earnings Call: Key Takeaways

Jeena Sikho reported stellar FY26 growth, pivoting from government to high-margin private patients. Management used flamboyant, messianic rhetoric to mask ₹21cr in one-time expenses related to auditor-mandated accounting changes and staff bonuses.

Why this was an Alfa AlertManagement explicitly guided for PAT to grow 4x-5x over the next 4 years.
Highlights
Revenue growthRevenue rose 71% YoY to ₹801cr, driven by private hospital sales.
MarginsEBITDA margins jumped to 44% from 30% YoY due to efficiency.
Demand visibilityHigh; expanding beds from 2,300 to 10,000 to meet patient demand.
Management confidenceExtremely over-optimistic, bordering on messianic tone regarding 'revolutionizing' healthcare.

Growth

Revenue grew 71% YoY to ₹801cr. EBITDA margins expanded to 44% despite one-time hits.

Outlook

Targets 7,000-10,000 beds in 3-5 years and ₹300cr PAT for FY27.

Risks

One-time provisions of ₹21cr for lease adjustments and ESOPs suggest previous loose accounting.

Source

Earnings Call filed with NSE, NSE: JSLL. Summary written with AI assistance from the document.

Read the document ↗

Jeena Sikho Lifecare Limited: key numbers

Share price
₹508.25
Market cap
₹6,318 Cr
Revenue (annual)
₹801.4 Cr
Net profit (annual)
₹221.8 Cr
P/E (TTM)
26.7×Sector 50.4×
Promoter holding
63.62%+0.00% QoQ
FII holding
4.78%Current quarter

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

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