| Revenue growth | 78% YoY |
|---|---|
| Margins | Consolidated EBITDA margin at 18.8%; India hospital margin at 24.8% |
| Demand visibility | Strong hospital discharge growth across most India clusters |
| Management confidence | High regarding expansion plans |
Growth
Revenue grew 78% YoY and 3.5% QoQ; India hospital revenue increased 16.6% YoY to ₹13,196 Mn.
Outlook
Significant capex planned for flagship regions with 7,600+ bed target by FY30; FY27 planned capex is ₹7,300 Mn.
Risks
Net debt to equity ratio stands at 0.42 with foreign currency debt of $115 Mn and £150 Mn.
Last quarter's promises, checked
Delivered
- Guided low-mid digit price hikes → delivered 9.1% ARPOB growth (= BEAT)
- Guided Mumbai Q4 break-even → delivered 24.8% India hospital margin (= BEAT)
Partly delivered
- Guided FY28 commissioning timeline → delivered ₹7,300 Mn FY27 capex plan (= PARTIAL)
Missed
- Guided ~22% normalized EBITDA margin → delivered 18.8% (= MISS)
Investor Presentation filed with NSE, NSE: NH. 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 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
Narayana Hrudayalaya Earnings Call: Key Takeaways
Narayana Health reported Q4 FY26 earnings with a 25.1% India hospital margin. Management focuses on high-end quaternary care and integrating the new UK acquisition.