Global Health Earnings Call Transcript: Key Takeaways
Global Health delivered strong results driven by high-occupancy and scale-up at Noida. Expansion remains aggressive with a new 500-bed Ghaziabad project.
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Global Health delivered strong results driven by high-occupancy and scale-up at Noida. Expansion remains aggressive with a new 500-bed Ghaziabad project.
IndiQube is transitioning from a managed workspace provider to an integrated enterprise platform, leveraging Q2 revenue growth of 34% YoY.
Q2 FY27 revenue Rs 29,479 Mn, up 33.6% YoY; EBITDA margin 8.9% (9.1% LY); PAT Rs 335 Mn after exceptionals. Italy 2W restructuring and Forsee Power battery stake.
Standalone Q2 FY27 revenue from operations ₹34.97 Cr (+131% YoY), PAT ₹22.56 Cr (+175%), PAT margin 63.9%. Digital personal lending launched 24 Sep 2026. No numeric guidance given.
Remus delivered strong H1 growth led by international operations, though consolidated margins are skewed by a low-margin US distribution transaction.
Q2 FY27 revenue ₹26.03bn (+36% YoY), PAT ₹3.35bn (+81%), EBITDA margin 22% (+520bps). US formulations led growth (+77%).
Q2FY27 revenue ₹2,827.3 Mn (+16.9% YoY), EBITDA ₹896.4 Mn (31.0% margin), reported PAT ₹583.3 Mn (+34.8%). EBITDA margin guidance raised to 29–30%.
Q2 FY27 standalone revenue ₹102.90 Cr (+19.06% YoY), PAT ₹5.02 Cr (+8.89%), EBITDA margin 13.21%; H1 PAT ₹12.27 Cr (+40.87%). Focus on injection moulding and paper JV Olive Ecopak.
Q2 FY27 consolidated total income ₹44.25 Cr (+16.9% YoY), EBITDA ₹(2.94) Cr, PAT ₹(20.13) Cr loss; H1 PAT ₹(33.37) Cr. Asset-light expansion continues.
Q2 FY27 consolidated revenue ₹291.4 Cr (+4.6%), EBITDA ₹41.3 Cr (14.2% margin), PAT ₹18.3 Cr (-16.3%). Order book ₹5,373 Cr; signalling entry via Alcon.
Q2 FY27 revenue Rs 874 Cr (+19.6%), EBITDA Rs 280 Cr (32.1% margin), PAT Rs 194 Cr (+27.5%). Strategy: AI diagnostics, rural GraminFit, M&A.
Q2FY27 consolidated total income ₹1,519 Cr (+22% YoY), EBITDA ₹391 Cr (+37%), PAT ₹261 Cr (+88%). Margins expanding; diversifying into medtech and steel.
Q2 FY27 standalone revenue ₹658.2 Cr (+18% YoY), EBITDA flat at ₹70.9 Cr, margin 10.8% under cost pressure; PAT ₹45.3 Cr (+6%). Strategy: TiO2 import substitution and nano fertiliser expansion.
Q2 FY27 total income Rs1,699Cr (+57% YoY), EBITDA Rs259Cr at 15.3% margin, PAT Rs132Cr. H1 income Rs2,923Cr (+43%). Strategy: scale US utility bedding and brands toward 2x revenue by 2028.
H1 FY27 revenue ₹204.54 Cr (+77.5% YoY), PAT ₹11.99 Cr (+103.9%), EBITDA margin 8.3%. Strategy centres on backward integration, Jhajjar capacity expansion and solar/lithium product push.
Q2 FY27 revenue ₹1,045 Cr (+33.0% YoY), PAT ₹53 Cr (+130.9%), EBITDA margin 12.1%. H1 FY27 PAT already exceeds full FY26.
Marathon Nextgen moves to 100% ownership of Monte South, doubling future profit participation.
Q2 FY27 revenue rose 3.3% to ₹760 Cr, but operating EBITDA margin fell to 2.5% and PAT dropped 87.9% to ₹10.6 Cr on raw-material and packaging inflation.
Q2FY27 revenue from operations Rs244.0cr (+22.0% YoY), PAT Rs19.8cr (+33.2%). H1FY27 PAT Rs36.2cr (+27.2%). Standalone order book Rs1,150cr.
Q2 FY27 standalone revenue Rs 5,026 cr (+20.3% YoY), EBITDA Rs 606 cr (12.1% margin), PAT Rs 386 cr (+75.1%). New Energy 6 GWh Li-ion plant commissioned Sept 2026.
Q2FY27 revenue ₹940cr (+30.5% YoY), EBITDA ₹214cr at 22.8% margin (+274bps), PAT ₹143.5cr (+44.8%). H1 PAT ₹303cr; net cash ₹1,095cr; Europe front-end being built.
Anthem delivered robust Q2 results driven by CRDMO business and sharp margin expansion. Management highlighted strong operating leverage and cost discipline while scaling capacity.
GSFC delivered record Q2 revenue, but profitability collapsed as massive raw material price hikes severely compressed fertilizer margins.
H1 FY27 revenue ₹8,346 lakh (+71.6% YoY), PAT ₹704 lakh (+126.3%), EBITDA margin 12.3%. Expansion into defence auto-tech, LMS and healthcare via Sanare partnership.
Q2 PBDIT margin fell to 10.2% from 15.7% on input-cost escalation, and PAT swung to a ₹5.08 Cr loss. Management still guides ~33% FY27 revenue growth and ~100 bps margin expansion.
Transrail Lighting delivered record Q2 revenue and EBITDA despite supply chain disruptions, supported by aggressive backward integration and a robust T&D order book.
Divgi reported a blowout quarter driven by a massive, non-recurring Indonesia export order surge, though long-term growth hinges on unconfirmed automatic transmission localization.
H1 FY27 consolidated total income ₹305.1 Cr (-4.4%); EBITDA ₹56.8 Cr (+13.2%), margin 18.6% (+289 bps); PAT ₹6.6 Cr after ₹3.2 Cr impairment. Cost-led margin expansion; platform strategy.
Awfis reports strong growth driven by GCC demand and premiumization, with cash EBITDA margins expanding 140 bps YoY.
Q2FY27 revenue INR 4.97 Bn, EBITDA INR 0.74 Bn (14.5%), PAT INR 1.01 Bn; record Q2 pre-sales INR 14.23 Bn (+84% YoY). Growth focus on redevelopment, cluster and plotted projects.