| Revenue growth | India revenue up 10.2% YoY; Cayman scale-up reached ~$50m/quarter. |
|---|---|
| Margins | Normalized consol margin ~22% after one-time UK acquisition costs. |
| Demand visibility | Strong domestic demand replacing international; focus on high-end cardiac/transplants. |
| Management confidence | High confidence in sustaining India margins despite macro headwinds. |
Growth
India hospital margins expanded to 25.1% from 21.5% YoY. ARPOB grew in low-to-mid single digits.
Outlook
₹3,000cr India capex planned for FY28-29. Doubling clinic count and adding adult programs in Mumbai for FY27.
Risks
High inflationary environment, UK acquisition integration costs, and losses in the new Cayman insurance business ($5m USD).
Earnings Call filed with BSE, BSE: 539551. Summary written with AI assistance from the document.
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.
More from Narayana Hrudayalaya Ltd
All →Narayana Hrudayalaya Other Announcement
Narayana Hrudayalaya Limited has relocated its corporate office to a new premises in Electronics City, Bengaluru, effective September 21, 2026.
Narayana Hrudayalaya Annual General Meeting
Narayana Hrudayalaya issued a postal ballot notice seeking shareholder approval for a revised professional fee of Rs. 4.80 crore per annum to Dr. Varun Shetty.
- Value
- ₹4.80 Cr
Narayana Hrudayalaya Annual General Meeting
Narayana Hrudayalaya Ltd. has issued a postal ballot notice seeking shareholder approval for a revision in the annual professional fee payable to Dr. Varun Shetty.
Narayana Hrudayalaya Earnings Call Transcript: Key Takeaways
Transcript of Q1 FY27 earnings call highlighting strong India performance with 400 bps margin expansion YoY despite losses in new insurance and UK segments.
Narayana Hrudayalaya Investor Presentation: Key Takeaways
Narayana Health reported Q1 FY27 consolidated revenue of ₹26,836 Mn, up 78% YoY, with an EBITDA margin of 18.8% and PAT of ₹2,073 Mn.
Narayana Hrudayalaya Q1 FY27 Results: Net Profit ₹207.3 Cr, Up 5.4% YoY
Narayana Hrudayalaya Ltd reported revenue from operations of ₹2,684 Cr (+78.0% YoY) and net profit of ₹207.3 Cr (+5.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹207.3 Cr · +5.4% YoY