| Revenue growth | 32% YoY growth in FY26 to ₹998.8cr. |
|---|---|
| Margins | EBITDA margins improved 100bps to 23.8%; PAT margins up 310bps. |
| Demand visibility | Strong; dialysis is non-discretionary with projected 13% CAGR market growth. |
| Management confidence | High; citing India platform's success in driving international growth. |
Growth
FY26 revenue up 32% to ₹998.8cr; Adjusted EBITDA grew 37% to ₹238.2cr; Adjusted PAT surged 74.6% to ₹128.3cr.
Outlook
Medium-term revenue CAGR guidance of 15-20%; plans to add 40-50 clinics in India and 10-15 in Philippines annually.
Risks
Regulatory complexities in international markets; potential non-renewal of PPP contracts like Uttarakhand; high working capital requirements.
Earnings Call filed with NSE, NSE: NEPHROPLUS. Summary written with AI assistance from the document.
Nephrocare Health Services Ltd: key numbers
- Share price
- ₹696.65
- Market cap
- ₹6,990 Cr
- Revenue (annual)
- ₹998.8 Cr
- Net profit (annual)
- ₹76.84 Cr
- P/E (TTM)
- 82.1×Sector 57.8×
- Promoter holding
- 63.85%+0.00% QoQ
- FII holding
- 8.78%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Nephrocare Health Services Ltd
All →Nephrocare Health Services Credit Rating
India Ratings upgraded Nephrocare Health Services' long-term bank loan facilities to IND AA-/Stable. The agency also affirmed the company's short-term credit ratings.
Nephrocare Health Services Merger & Restructuring
Nephrocare Health Services Ltd announced the rationalisation and consolidation of its step-down subsidiaries in the Philippines. This internal reorganization streamlines the group's existing structure.
Nephrocare Health Services Merger & Restructuring Worth ₹10.25 Cr
Nephrocare's Philippines subsidiary acquired a dialysis center from Renal One Dialysis Corp for ≈₹10.25 Cr. The asset transfer expands the company's dialysis network.
- Value
- ₹10.25 Cr
- dialysis center acquired
- 1 dialysis centers
Nephrocare Health Services Acquisition Worth ₹10.25 Cr
Nephrocare's Philippines subsidiary is acquiring a dialysis center from Renal One Dialysis Corp. for a consideration of ₹10.25 crore.
- Value
- ₹10.25 Cr
Nephrocare Health Services Employee Stock Options
Nephrocare Health Services granted 4,01,362 employee stock options at an exercise price of ₹230 per share. These options are issued under the NephroPlus Employee Stock Option Scheme 2026.
Nephrocare Health Services Earnings Call Transcript: Key Takeaways
Nephrocare delivered robust 23.7% revenue growth driven by international expansion and volume gains. While margins improved via operating leverage, high working capital cycles and binary outcomes in tender markets like Saudi Arabia remain key risks.
- Call
- Guides 18% growth