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Earnings Call

Narayana Hrudayalaya Earnings Call: Key Takeaways

Narayana Health reported strong FY26 performance with consolidated revenue reaching ₹78,960 Mn (up 44% YoY) and EBITDA of ₹17,169 Mn (margin 21.7%). The company continues its expansion into the UK and Cayman Islands.

Why this was an Alfa AlertNot a filter event. Performance is robust but no explicit guidance beat of >5% was stated.
Highlights
Revenue growthFY26 consolidated revenue grew 44.0% YoY.
MarginsConsolidated EBITDA margin healthy at 21.7% for FY26.
Demand visibilityStrong; patient footfalls up across India and Cayman.
Management confidenceHigh; aggressive bed expansion and digital transformation (ATHMA).

Growth

Q4 FY26 revenue grew 75.8% YoY; FY26 PAT rose to ₹8,105 Mn (10.3% margin).

Outlook

Capex plan to reach 7,600+ beds by FY30; FY27 greenfield capex targeted at ₹4,600 Mn.

Risks

Rising finance costs (₹2,437 Mn) and losses from new UK centers (GBP 1.7 Mn).

Source

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

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Narayana Hrudayalaya Ltd: key numbers

Share price
₹1,861.40
Market cap
₹38,040 Cr
Revenue (annual)
₹7,896 Cr
Net profit (annual)
₹805.6 Cr
P/E (TTM)
46.6×Sector 57.8×
Promoter holding
63.27%+0.00% QoQ
FII holding
9.40%Current quarter

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

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