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Earnings Call

Vaidya Sane Ayurved Laboratories Earnings Call: Key Takeaways

Madhavbaug reported FY26 revenue of ₹106.91cr (+18.89% YoY) and PAT of ₹8.99cr. The company is pivoting from wellness to higher-value disease reversal programs and expanding hospital capacity.

Why this was an Alfa AlertNot a filter event. Performance is in line with management's reported growth trajectory, not a material beat of prior guidance.
Highlights
Revenue growth18.89% YoY for FY26; targeting ~60% growth for FY27.
MarginsTargeting 15% EBITDA in FY27, scaling to 20% by FY28.
Demand visibilityIncreasing digital engagement; 1.5 lakh Instagram followers and growing patient inflow.
Management confidenceHigh; confident in 18-20% healthy growth and scaling to 30%.

Growth

FY26 Revenue grew 18.89% to ₹106.91cr. PAT increased to ₹8.99cr. H2 FY26 PAT grew 22.77% YoY to ₹4.15cr.

Outlook

Targeting FY27 revenue of ₹170-180cr. Medium-term FY28 target of ₹250-300cr with 20% EBITDA margins and 300 hospital beds.

Risks

High marketing spend (₹40-45cr targeted), operational challenges in non-medical franchise models, and potential dilution from preferential warrants.

Source

Earnings Call filed with NSE, NSE: MADHAVBAUG. Summary written with AI assistance from the document.

Read the document ↗

Vaidya Sane Ayurved Laboratories Ltd: key numbers

Share price
₹161.25
Market cap
₹169.5 Cr
Revenue (annual)
₹106.9 Cr
Net profit (annual)
₹8.99 Cr
P/E (TTM)
18.9×Sector 37.2×
Promoter holding
66.34%+0.00% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Vaidya Sane Ayurved Laboratories Annual General Meeting

Vaidya Sane Ayurved Laboratories will hold its 27th Annual General Meeting on September 30, 2026, via video conferencing. The company also filed its FY 2025-26 Annual Report.

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