ALFA Finder| Management target | Revenue 20.0% FY30 |
|---|
| Revenue growth | 33% YoY growth driven by balanced contributions from mature and new units. |
|---|---|
| Margins | EBITDA margin at 28.6% despite initial losses from newly commissioned hospitals. |
| Demand visibility | Strong visibility in pediatric quaternary care and high-risk maternity segments. |
| Management confidence | Balanced; confident in hub-and-spoke expansion despite competitive high-cost markets like Mumbai. |
Growth
Revenue grew 33% YoY to ₹470 Cr, primarily driven by 24% organic growth and contributions from new units.
Outlook
Targeting 5,000 beds by FY30 with an estimated capex of ₹2,200 crore and 20% sustained revenue growth.
Risks
Gestation losses in newer clusters like Bangalore/NCR and significant dilution from high-cost markets like Mumbai.
Last quarter's promises, checked
Delivered
- Guided ~20% revenue growth → delivered 33% (= BEAT)
- Targeted 20% growth in current year → delivered 33% (= BEAT)
- Guided ~500 bed addition in FY26 → delivered 500 beds (= BEAT)
Partly delivered
- Guided 56%-58% blended occupancy → delivered 45.3% (= MISS)
- Targeted 32% EBITDA margin → delivered 28.6% (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: RAINBOW. Summary written with AI assistance from the document.
Rainbow Childrens Medicare Ltd: key numbers
- Share price
- ₹1,284.50
- Market cap
- ₹13,046 Cr
- Revenue (annual)
- ₹1,703 Cr
- Net profit (annual)
- ₹278.3 Cr
- P/E (TTM)
- 44.6×Sector 54.5×
- Promoter holding
- 49.83%-0.01% QoQ
- FII holding
- 14.66%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Rainbow Childrens Medicare Ltd
All →Rainbow Childrens Medicare Earnings Call Transcript: Key Takeaways
Rainbow delivered robust 23.2% revenue growth despite a soft monsoon impacting seasonal pediatric volumes.
- Call
- Guides 18% growth
Rainbow Childrens Medicare Results Update
Rainbow Children's Medicare reported Q2 FY27 revenue of Rs. 5,480 Mn, up 23% YoY, with PAT of Rs. 839 Mn. Nellore and Guntur hospitals commenced operations during the quarter.
- hospital beds
- 120.0 beds
Rainbow Childrens Medicare Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹548 Cr (+23% YoY) and PAT ₹84 Cr (+11%). Post-IndAS EBITDA margin fell to 31.0% from 33.5%. Strategy is hub-and-spoke pediatric and maternity expansion across 26 hospitals.
Rainbow Childrens Medicare Q2 FY27 Results: Net Profit ₹83.9 Cr, Up 11.0% YoY
Rainbow Childrens Medicare Ltd reported revenue from operations of ₹548 Cr (+23.2% YoY) and net profit of ₹83.9 Cr (+11.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹83.9 Cr · +11.0% YoY
Rainbow Childrens Medicare Board Meeting Date
Rainbow Children's Medicare will hold a board meeting on 31-Oct-2026 to consider unaudited standalone and consolidated results for the quarter and half year ended September 2026. The trading window stays closed until 48 hours after the results.
Rainbow Childrens Medicare Other Announcement
The company filed its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Regulation 31.