| Management target | Revenue 100.0% 4 years |
|---|
| Revenue growth | 33% YoY overall; 24% on like-to-like organic basis. |
|---|---|
| Margins | EBITDA margins at 28.6%; targeting 24-25% pre-Ind AS exit rate. |
| Order book | Visibility on 1,200 additional beds under various stages of development. |
| Demand visibility | Strong; 25% growth in outpatient consultations and 28% in discharges. |
| Management confidence | High; citing proven model and hub-and-spoke expansion strategy. |
Growth
Revenue grew 33% YoY to INR 470cr; EBITDA grew 30% to INR 134.6cr; PAT rose 16% to INR 62.5cr.
Outlook
Capex plan of INR 2,200cr to add 2,500 beds by FY32; entering Mumbai (Malad) and NCR; guidance for 20% revenue growth.
Risks
Temporary margin pressure from aggressive new hospital commissioning; regional seasonality; high cost structures in premium markets like Mumbai.
Last quarter's promises, checked
Delivered
- Guided 20% revenue growth → delivered 33% (= BEAT)
- Guided 20% growth in current year → delivered 33% (= BEAT)
- Guided focus on occupancy improvement → delivered 28% discharge growth (= BEAT)
Partly delivered
- Guided maintaining margins → delivered 28.6% vs 32% previous year (= PARTIAL)
Investor Presentation filed with BSE, 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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- hospital beds
- 50.0 beds
Rainbow Childrens Medicare Earnings Call Transcript: Key Takeaways
Rainbow is aggressively pivoting to a pan-India model, trading temporary margin pressure for a target to double revenue within four years through massive bed capacity expansion.
- Call
- Guides 20% growth