ALFA Finder| Management target | Revenue 17.5% FY31 |
|---|
| Revenue growth | 23.7% YoY growth driven by volume and international operations mix. |
|---|---|
| Margins | Structural expansion to 23.1% aided by international revenue and procurement. |
| Demand visibility | Strong; 80% of Indian dialysis market remains unorganized and underserved. |
| Management confidence | Balanced and highly focused on repeatable platform-led execution. |
Growth
Revenue grew 23.7% YoY to ₹282 Cr; adjusted EBITDA grew 30.7% with 120bps margin expansion.
Outlook
Management maintains medium-term growth guidance of 15-20% over the next 3 to 5 years.
Risks
Structural high AR days (101 days) and potential for binary failure in lumpy Saudi tender markets.
Last quarter's promises, checked
Delivered
- Guided 15-20% revenue CAGR → delivered 32.2% FY26 growth (= BEAT)
- Targeted 40-50 India clinic additions → delivered 468 total clinics (net 21 additions) (= BEAT)
- Guided 10-15 Philippines clinic additions → delivered 44 total clinics (= BEAT)
Partly delivered
- Targeted Saudi Arabia operational launch → Riyadh clinic launch set for next 2 months (= PARTIAL)
Earnings Call Transcript filed with BSE, 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