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Investor Presentation

Medi Assist Healthcare Services Investor Presentation: Key Takeaways

Medi Assist reported strong Q1 FY27 results with 24.1% revenue growth and 20.3% EBITDA margin, driven by Paramount integration and AI-led platform monetization.

Highlights
Revenue growth24.1% YoY operating revenue growth.
MarginsEBITDA margin recovered 320 bps from Q2FY26 trough.
Order book7 insurers contracted for technology platform.
Demand visibilityStrong in Group TPA; softness in international travel segment.
Management confidenceHigh; funding growth from internal cash flows.

Growth

Total Income grew 24.9% YoY to ₹247 Cr; Reported PAT increased 21.9% YoY to ₹27.6 Cr.

Outlook

Targets 100% PHS migration by Q2FY27; expects AI and international platforms to become meaningful EBITDA contributors.

Risks

International revenue (Mayfair) declined 5.2% due to geopolitical conflicts and fewer students traveling abroad.

Last quarter's promises, checked

Delivered

  • Target Paramount migration >50% → delivered 50% migrated (= BEAT)
  • Target debt-free status by Jan 2026 → delivered debt-free (= BEAT)
  • Target 100% Paramount integration in 4-5 quarters → delivered 3 quarters down/on track (= BEAT)

Partly delivered

  • Target group retention >94% → delivered 93.2% (= PARTIAL)

Missed

  • Implied international growth → delivered 5.2% decline (= MISS)
Source

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

Read the document ↗

Medi Assist Healthcare Services Ltd: key numbers

Share price
₹319.85
Market cap
₹2,389 Cr
Revenue (annual)
₹904.8 Cr
Net profit (annual)
₹87.89 Cr
P/E (TTM)
25.6×Sector 57.8×
Promoter holding
4.61%+0.00% QoQ
FII holding
25.42%Current quarter

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

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