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Investor Presentation

Yatharth Hospital & Trauma Care Services Investor Presentation: Key Takeaways

Yatharth reported record Q1FY27 performance with Rs 3,927 mn revenue, driven by aggressive inorganic scaling and occupancy gains. Strategy focuses on high-ARPOB cluster density in NCR and medical value travel.

Guidance and delivery
Management target Revenue 67.0% next 3 years
Highlights
Revenue growth51% YoY
MarginsConsolidated 23.3%; Adjusted 28.1% excluding new unit losses
Demand visibilityStrong; occupancy up to 68%
Management confidenceHigh; citing 'Acquisition Playbook success'

Growth

Revenue grew 51% YoY and 15% QoQ. EBITDA increased 39% YoY to Rs 917 mn; PAT rose 8% YoY.

Outlook

Targeting 5,000+ beds in 3 years. Gurugram (250 beds) operational by Q1FY28. Rs 200 Cr outlay for Gurugram.

Risks

Ramp-up losses at new Model Town and Faridabad Sector-20 units temporarily drag consolidated EBITDA margins.

Last quarter's promises, checked

Delivered

  • Targeting 3,200 beds → delivered 3,200+ beds (= BEAT)
  • Revenue growth 36% YoY → delivered 51% YoY (= BEAT)
  • EBITDA margin 24-25% → delivered 23.3% (Adj. 28.1%) (= BEAT)

Partly delivered

  • Debtor days 90-95 target → currently 112 days (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: YATHARTH. Summary written with AI assistance from the document.

Read the document ↗

Yatharth Hospital & Trauma Care Services Ltd: key numbers

Share price
₹1,121.40
Market cap
₹10,805 Cr
Revenue (annual)
₹1,207 Cr
Net profit (annual)
₹175.4 Cr
P/E (TTM)
59.6×Sector 57.8×
Promoter holding
55.80%+0.00% QoQ
FII holding
5.62%Current quarter

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

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11:46 IST BSE
Annual General Meeting

Yatharth Hospital & Trauma Care Services Annual General Meeting

Yatharth Hospital issued an EGM notice for October 15, 2026. Agenda items include a preferential issue and authorized capital increase.

21:22 IST BSE
Annual General Meeting

Yatharth Hospital & Trauma Care Services Annual General Meeting

Yatharth Hospital convened an EGM to approve increasing its authorized share capital and a preferential issue of equity shares and warrants aggregating to ₹1,283.33 Crore.

Value
₹1,283 Cr
18:25 IST NSE
Capital Structure Change

Yatharth Hospital & Trauma Care Services Capital Structure Change

Yatharth Hospital & Trauma Care Services Limited is increasing its authorized share capital to facilitate a preferential issue of equity shares and warrants.

18:23 IST NSE
Capital Structure Change

Yatharth Hospital & Trauma Care Services Capital Structure Change

Yatharth Hospital approved a preferential issue of 3.2 crore equity shares and warrants to Rasmalai Limited for ₹3,150.00 Crore, subject to shareholder approval.

Value
₹3,150 Cr
11:54 IST NSE
Fund Raise

Yatharth Hospital & Trauma Care Services Fund Raise of ₹3,150 Cr

Yatharth Hospital's Board approved a ₹3,150 Crore preferential issue to Cyprus-based Rasmalai Limited. The EGM will seek shareholder approval on October 15, 2026.

Value
₹3,150 Cr
15:45 IST BSE
Board Meeting Date

Yatharth Hospital & Trauma Care Services Board Meeting Date

Yatharth Hospital announced a board meeting scheduled for September 17, 2026, to discuss and consider proposals for raising funds.