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Earnings Call

Jeena Sikho Lifecare Earnings Call: Key Takeaways

Jeena Sikho delivered strong FY26 results with 71% revenue growth and 177% PAT growth, driven by hospital utilization and high-margin product sales. Management targets 4-5x PAT growth over 3-5 years.

Why this was an Alfa AlertNot a filter event. While growth is strong, management did not explicitly state they beat their own prior guidance by >10%.
Highlights
Revenue growth71% YoY growth for FY26 to INR 801cr.
MarginsEBITDA margin improved from 30% to 44% in one year.
Demand visibilityStrong; 26% of sales now from health insurance; UPSS scheme tailwinds.
Management confidenceHigh; targets 4-5x PAT growth over next 3-5 years.

Growth

FY26 Revenue INR 801cr (+71% YoY); EBITDA INR 349cr (+149%); PAT INR 222cr (+177%); EBITDA margin 44%.

Outlook

Targeting 7,000-10,000 beds in 3-5 years; minimum INR 300cr PAT guidance for FY27; expansion into luxury wellness.

Risks

One-time provisions in Q4 impact short-term optics; geopolitical panics (e.g., Iran-USA) causing deferred elective admissions.

Last quarter's promises, checked

Delivered

  • Guided INR 750cr FY26 revenue → delivered INR 801cr (= BEAT)
  • Targeted 2,850 beds for FY26 → delivered 2,850 beds (= BEAT)
  • Guided 20-25% EBITDA margin → delivered 44% (= BEAT)

Partly delivered

  • Targeted 70-80% occupancy → delivered 58% (= PARTIAL)
Source

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

Read the document ↗

Jeena Sikho Lifecare Ltd: 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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