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Earnings Call Transcript

Jupiter Life Line Hospitals Earnings Call Transcript: Key Takeaways

Management is optimistic as the new Dombivli hospital ramps up, despite it causing a 9.5 crore EBITDA drag this quarter.

Highlights
Revenue growthTotal income stood at 411 crore for Q1 FY27.
MarginsEBITDA margin at 19.3%, impacted by new hospital operational drag.
Demand visibilityStrong demand-supply gap for organized healthcare in Western India.
Management confidenceBalanced; focused on execution of announced projects and Dombivli ramp-up.

Growth

Revenue reached 411 crore with 19.3% EBITDA margin; mature units see inflation-linked growth while new units grow faster.

Outlook

Management expects Dombivli to break even in the second year of operations (FY28).

Risks

Expansion risks include a 6-7 crore monthly fixed cost at Dombivli and potential margin compression during capacity additions.

Last quarter's promises, checked

Delivered

  • Commission Dombivli by Q1 FY27 → Opened ahead of schedule in Feb 2026 (= BEAT)
  • Build 1,700 new beds at INR 1.5cr/bed → Maintained average cost guidance (= BEAT)
  • Maintain net cash positive status → Gross debt 500cr vs 545cr cash (= BEAT)

Partly delivered

  • Indore occupancy target 60% for Phase 2 → Delivered 45-50% (= PARTIAL)
  • Dombivli EBITDA burn 2-3cr/month → Actual Q1 drag 9.5cr (~3.1cr/month) (= PARTIAL)
Source

Earnings Call Transcript filed with BSE, NSE: JLHL. Summary written with AI assistance from the document.

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Jupiter Life Line Hospitals Ltd: key numbers

Share price
₹265.65
Market cap
₹8,709 Cr
Revenue (annual)
₹1,500 Cr
Net profit (annual)
₹194.0 Cr
P/E (TTM)
46.4×Sector 57.8×
Promoter holding
40.91%+0.00% QoQ
FII holding
9.37%Current quarter

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

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