ALFA Finder| Revenue growth | UK saw 5% YoY revenue growth; Cayman hospital growth 6% USD. |
|---|---|
| Margins | India margins expanded 400bps YoY; UK/Insurance currently diluting consolidated margins. |
| Demand visibility | Strong traction in high-end procedures, robotics, and outpatient clinic footfalls. |
| Management confidence | High confidence in margin recovery as insurance repricing and UK integration progress. |
Growth
India hospital EBITDA grew 40% with margins at 24%; clinic consultations up 30% YoY; Cayman insurance losses reduced to USD 3.7M.
Outlook
Committed INR 3,000 crores capex over two years; Southwest Bangalore 100-bed hospital commissioning in Q2 FY27; targeting ALOS reduction to ~4%.
Risks
Losses in new insurance verticals and UK business; heatwave impacting UK hospital capacity; seasonal volatility in small insurance books.
Last quarter's promises, checked
Delivered
- Guided Mumbai break-even → delivered break-even in Q4 (= BEAT)
- Targeted India margins expansion → delivered 400bps YoY expansion (= BEAT)
- Guided 100% subsidiary status for Samyat → confirmed 100% ownership (= BEAT)
Partly delivered
- Targeted UK margin improvement → delivered 10% vs 7-8% at acquisition (= PARTIAL)
Missed
- Guided FY26 greenfield capex INR 424cr → delivered INR 109cr (= MISS)
- Targeted Cayman insurance break-even → delivered USD 3.7M loss (= MISS)
Earnings Call Transcript filed with BSE, 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.