ALFA Finder| 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
- ₹1,856.30
- 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.