| 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
- ₹1,374.20
- Market cap
- ₹13,957 Cr
- Revenue (annual)
- ₹1,703 Cr
- Net profit (annual)
- ₹278.3 Cr
- P/E (TTM)
- 48.9×Sector 57.8×
- Promoter holding
- 49.84%+0.00% QoQ
- FII holding
- 16.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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