ALFA Finder| 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
- ₹1,856.30
- Market cap
- ₹37,936 Cr
- Revenue (annual)
- ₹7,896 Cr
- Net profit (annual)
- ₹805.6 Cr
- P/E (TTM)
- 44.2×Sector 54.5×
- Promoter holding
- 63.27%+0.00% QoQ
- FII holding
- 9.01%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 Merger & Restructuring
Narayana Hrudayalaya's NCLT Bengaluru bench sanctioned the demerger of clinical services from its subsidiary NH Integrated Care. Order uploaded today; effectiveness awaits certified copy filings.
Narayana Hrudayalaya Other Announcement
Narayana Hrudayalaya filed a Regulation 54 security cover statement for the quarter ended September 30, 2026. The NCDs are unsecured, so the cover requirement does not apply.
Narayana Hrudayalaya Results Update
Narayana Hrudayalaya reported Q2 FY27 consolidated revenue of Rs 28,440 Mn, up 73% YoY. PAT rose 16.6% to Rs 3,012 Mn, with the UK acquisition boosting revenue.
Narayana Hrudayalaya Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹28,440 Mn (+73% YoY), EBITDA ₹6,054 Mn (21.3% margin), PAT ₹3,012 Mn (10.6% margin). Growth from capacity expansion and UK consolidation.
Narayana Hrudayalaya Q2 FY27 Results: Net Profit ₹301.2 Cr, Up 16.5% YoY
Narayana Hrudayalaya Ltd reported revenue from operations of ₹2,844 Cr (+73.0% YoY) and net profit of ₹301.2 Cr (+16.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹301.2 Cr · +16.5% YoY
Narayana Hrudayalaya Board Meeting Date
Narayana Hrudayalaya will hold a board meeting on 30 October 2026 to consider unaudited results. Results are not yet approved.