Asarfi Hospital Investor Presentation: Key Takeaways
Record Q2 FY27 consolidated: revenue ₹53.0 Cr (+18.1% YoY), EBITDA ₹11.9 Cr (22.4% margin), PAT ₹6.1 Cr (+45.2% YoY). Growth from outreach, insurance tie-ups and specialty mix.
ALFA Filings
Every announcement, straight from the exchange
Every earnings call announcement on NSE and BSE that our alert engine sent, newest first. Each one has its own page with the summary, the key figures and the original filing.
Time
9,412 announcements
Record Q2 FY27 consolidated: revenue ₹53.0 Cr (+18.1% YoY), EBITDA ₹11.9 Cr (22.4% margin), PAT ₹6.1 Cr (+45.2% YoY). Growth from outreach, insurance tie-ups and specialty mix.
H1 FY27 headline growth is inconsistent (48% vs 25%). Profit surged QoQ, but DMT regulatory loss and margin-diluting investments are real. FY27 30–40% guidance merely reiterated; no bridge.
Q2 FY27 revenue ₹1,936cr (+22% YoY), EBITDA ₹175cr (9.0% margin), PAT ₹73cr (+31%). H1 revenue ₹3,655cr (+23%). Data-centre-led growth; order backlog $1,044mn (+88% YoY).
Q2 FY27 total income Rs1,378cr, EBITDA Rs238cr (~17% margin), PAT Rs69cr. Shift to equipment sales; FY28 guided at Rs7,500cr revenue and ~20% margin.
Q2FY27 revenue ₹702 Cr (+11.6% YoY), PAT ₹37 Cr (+2.2%), EBITDA margin down 76 bps to 12.2%. Growth was price-led; volumes fell. Capacity recalibrated.
Strong Q3 CY26 print: revenue +30.2%, EBITDA +38%, PAT +38.2%. Management says forex and export mix lifted margins and won't repeat. Wind's top customer is down about 30% for 9M, with recovery promised but unquantified.
Consolidated revenue ₹502 Cr (+5%), EBITDA ₹88 Cr (+26%), margin 17% vs 15%; growth cost-driven, Print EBITDA down 6% on newsprint, festive shift to Q3.
Q2FY27 revenue ₹238.70 Cr (+20% YoY), PAT ₹22.23 Cr (+46% YoY), EBITDA margin 11.01%. Order book ₹5,056 Cr; BESS push via Energy Vault tie-up.
Q2FY27 standalone revenue ₹1,304.19 Cr (+21.2% YoY), EBITDA ₹91.03 Cr (margin 6.98%, down 129 bps YoY), PAT ₹53.48 Cr (+12.4%). Pivoting toward textile-to-textile recycling via ECOSIS.
Q2 FY27 record revenue of ₹29,551 Lacs (+20.3% YoY) and PAT of ₹1,917 Lacs (+10.9% YoY). EBITDA margin eased to 10.81% from 11.02%.
Management claims record Q2 revenue (+33% YoY), but EBITDA +1% and PAT +3% YoY; steel EBITDA/ton lagged. Guides recovery to ~₹5,000/ton and 11 lakh tons FY27 volume; buyback and demerger answers vague.
H1 FY27 consolidated revenue ₹618.94L (+157% vs H2 FY26), PAT ₹243.15L, EBITDA margin 48.85%. Success-fee investment recovery model; no quantified guidance.
Q2FY27 consolidated operating revenue Rs 493.44 Cr (+6% YoY), operating profit Rs 57.32 Cr (-14%), PAT Rs 42.82 Cr (-25%). Newsprint cost inflation compressed margins.
Q2 FY27 deck discloses no Q2 P&L figures. H1FY27 volume 642k units; RE holds 9.2% of domestic motorcycles, 31.3% of >125cc, ~84% of mid-size.
Consolidated revenue rose 26% to a record ₹15,105 Cr, but adjusted PAT fell 10% after a ₹767 Cr NACVI pulp charge. Paints grew 35% on volume, yet market share was not gained.
Q2 FY27 standalone revenue rose 4.21% to ₹106.54 Cr, but PAT fell 47.96% to ₹6.00 Cr as EBITDA margin dropped to 9.55%. Order book is about ₹1,200 Cr.
Q2 FY27: total income Rs 113 cr (down 13% YoY, restated), EBITDA Rs 62.5 cr (up 20%), PAT Rs 44 cr (up 57%). Wind World O&M deal paid; consolidation from Q3 FY27.
Q2 FY27: revenue +20.5% to ₹932 Cr, normalised EBITDA margin 19.31% (+143 bps). PAT ₹164.3 Cr includes ₹50 Cr exceptional asset-sale gain; steel inflation re-accelerating, price hikes lag.
Q2 FY27 consolidated revenue Rs 1,000 cr (+12.4% YoY), operating EBITDA Rs 202 cr (+16.5%), margin 20.2%, PAT Rs 136 cr (+5.8%). Focus on specialised wire rope capacity.
Record ₹190 Cr EBITDA (15.6% margin) on ₹1,216 Cr revenue (+49% YoY), NPC-driven; ₹300 Cr deferred shipments and unclear ₹24 Cr gain treatment warrant caution.
Consolidated H1 loss of ₹145 Cr persists; profit rests on Care Health's Ind AS PBT (₹392 Cr, +42%) while NBFC and broking remain small and in build-out.
Q2 FY27 revenue rose 65% YoY to ₹2,269 Cr with 13.6% EBITDA margin (+322 bps). H1 operating cash flow was negative ₹106 Cr due to a ₹460 Cr inventory build.
Q2 revenue ₹160.9 Cr, EBITDA ₹35.8 Cr (22.3%), PAT ₹22.9 Cr; recovery from a monsoon-hit base, but receivables are stretched.
Q2FY27 consolidated revenue ₹5,799Mn (+34.2% YoY), Adj EBITDA ₹446Mn (-4.2%, 7.7% margin), PAT ₹245Mn (-30.1%). Dice acquisition adds SaaS revenue; OCF turned positive.
H1 FY27 standalone: income Rs 4,537L (down 18% YoY), EBITDA Rs 67L (1.47% margin), PAT Rs 37L (down 89%). Consolidated PAT Rs 16L. EPR business collapsed; scrap trading pivot underway.
LIC H1 FY27 PAT rose 21.5% to ₹25,568 Cr and VNB grew 34% at a 22.3% margin, but ULIP APE de-growth and RFR headwinds temper momentum.
Q2FY27 revenue ₹138.0 Cr (+29.4% YoY), EBITDA ₹33.8 Cr (+11.8%, margin 24.5%), PAT ₹23.4 Cr (+0.6%). Debt-free; ₹151 Cr capacity expansion planned.
H1FY27 consolidated revenue ₹109.4 Cr (+51.2% YoY), EBITDA ₹19.5 Cr (+33.1%), PAT ₹12.7 Cr (+43.9%). Margins diluted by strategic pricing; Vision 2030 targets set.
Q2 FY27 metro execution improved and wagon visibility was restored via the option order, but no revenue or profit was disclosed. Management hedged on timelines, withheld project-level figures, and deflected margin and tender questions.
Consolidated revenue ₹1,108 Cr (+31%) and EBITDA ₹181 Cr (+63%) look strong, but data-centre revenue and timelines are withheld and management was evasive on them.