ALFA Finder| Revenue growth | 23.7% YoY in Q1FY27; 32% CAGR (FY23-26). |
|---|---|
| Margins | Adjusted EBITDA margin expanded 120 bps YoY to 23.1%. |
| Demand visibility | High; driven by diabetes, hypertension, and dialysis under-penetration. |
| Management confidence | Strong; citing India platform strength and operating leverage. |
Growth
Adjusted EBITDA grew 30.7% YoY to ₹65.1 Cr; Adjusted PAT rose 41.7% YoY to ₹36.8 Cr.
Outlook
Targeting high growth in India Tier 2/3 cities and international expansion in Philippines, Uzbekistan, and KSA.
Risks
High reliance on renal nurse availability; international market entry risks via JVs/acquisitions; competitive bidding for PPP tenders.
Last quarter's promises, checked
Delivered
- Guided 15-20% revenue CAGR → delivered 23.7% YoY (= BEAT)
- Guided 40-50 India clinic additions → delivered 12-15% guest growth (= BEAT)
- Guided international expansion focus → delivered 45% revenue mix (= BEAT)
Partly delivered
- Guided 10-15 Philippines roll-ups → delivered 7 acquisitions in Q1 (= PARTIAL)
Investor Presentation filed with NSE, NSE: NEPHROPLUS. Summary written with AI assistance from the document.
Nephrocare Health Services Ltd: key numbers
- Share price
- ₹630.40
- Market cap
- ₹6,325 Cr
- Revenue (annual)
- ₹998.8 Cr
- Net profit (annual)
- ₹76.84 Cr
- P/E (TTM)
- 49.4×Sector 54.5×
- Promoter holding
- 58.31%-5.54% QoQ
- FII holding
- 11.73%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 Earnings Call Transcript: Key Takeaways
Revenue grew a healthy 23.5%, but adjusted EBITDA lagged and H1 margin fell about 80bps to 23%. Management deflected on pricing, FX and margin detail, relying on 'healthy range' language and long-term guidance.
Nephrocare Health Services Other Announcement
Nephrocare filed Crisil's monitoring agency report on IPO proceeds for the quarter ended 30 September 2026. The report shows no deviation from the stated objects.
Nephrocare Health Services Investor Presentation: Key Takeaways
H1FY27 revenue ₹585.2 Cr (+23.6% YoY), Adj EBITDA ₹134.4 Cr (+15.3%), Adj PAT ₹76.1 Cr (+34.7%). Expansion via acquisitions in Philippines, Kazakhstan and Saudi Arabia.
Nephrocare Health Services Results Update
Nephrocare Health Services released its Q2 and H1 FY27 results press release. Revenue and adjusted profit grew year-on-year, alongside network expansion into Kazakhstan.
Nephrocare Health Services Q2 FY27 Results: Turns Profitable, Net Profit ₹33.5 Cr
Nephrocare Health Services Ltd reported revenue from operations of ₹303.4 Cr (+23.5% YoY) and net profit of ₹33.5 Cr for Q2 FY27.
- Key figure
- Net profit ₹33.5 Cr
Nephrocare Health Services Legal & Regulatory
Nephrocare's Uzbek subsidiary won a court ruling invalidating a ₹14.79 crore tax demand. The tax department must reconsider the audit, and the decision remains appealable.
- Value
- ₹14.79 Cr