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Investor Presentation

Krishna Institute of Medical Sciences Investor Presentation: Key Takeaways

KIMS reported strong Q1 FY27 results with consolidated operating revenue growth of 35.3% YoY and 9.8% QoQ, driven by expansion and higher occupancy in core clusters.

Highlights
Revenue growth35.3% YoY for Q1 FY27
MarginsEBITDA margin at 20.1% vs 22.7% YoY
Demand visibilityStrong IP/OP volumes up 26.6% and 28.5% YoY
Management confidenceHigh; citing 'consistent performer over 2 decades'

Growth

Revenue grew 35.3% YoY to ₹11,795 Mn. EBITDA increased 20.1% YoY to ₹2,398 Mn, though EBITDA margins contracted to 20.1% due to new unit ramp-ups.

Outlook

Targeting 9600+ bed capacity; added 1300+ beds via Greenfield and O&M. Focus on ramping up Maharashtra and Kerala units.

Risks

PAT fell 56% YoY to ₹374 Mn, impacted by statutory labor code changes and losses from new facility operationalization.

Last quarter's promises, checked

Delivered

  • Guided Thane EBITDA break-even by March exit → delivered Neutral (= BEAT)
  • Guided 75k ARPOB for Bangalore → delivered ~85k (= BEAT)
  • Guided 60% Maharashtra occupancy base → delivered 60.5% (= BEAT)

Partly delivered

  • Guided 35-40% Bangalore occupancy by year-end → delivered 20-odd% currently (= PARTIAL)

Missed

  • Guided Maharashtra losses narrowing to 6-7cr → delivered higher impact from new units (= MISS)
Source

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

Read the document ↗

Krishna Institute of Medical Sciences Ltd: key numbers

Share price
₹780.15
Market cap
₹32,767 Cr
Revenue (annual)
₹3,905 Cr
Net profit (annual)
₹241.4 Cr
P/E (TTM)
160.4×Sector 57.8×
Promoter holding
32.50%-1.61% QoQ
FII holding
14.75%Current quarter

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

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