Global Health Limited, known for its Medanta brand, is navigating a significant expansion phase as it balances rapid bed capacity growth with the operational integration of new facilities like Noida. Investors will be focused on the margin trajectory as the company scales its footprint and the impact of rising employee costs on overall profitability.
| Results date | May 14, 2026 |
|---|---|
| Quarter | Q4 FY 2025-2026 |
| Previous quarter revenue | Rs 1,121 Crores |
| Previous quarter PAT | Rs 95 Crores |
| Previous quarter EBITDA margin | 21.8% |
| Net debt (latest quarter) | Rs 600 Crores |
| Market cap | Rs 32,251.51 Cr |
| CMP | Rs 1199.6 |
The company has scheduled its board meeting for May 14, 2026, to consider the audited financial results for the quarter and year ended March 31, 2026.
In its most recently reported quarter, Global Health Limited posted revenue of Rs 1,121 Crores, PAT of Rs 95 Crores, and an EBITDA margin of 21.8%. The company is currently managing a significant expansion pipeline, having increased its total bed count to 3,579 as of December 31, 2025, which contributed to a 59% occupancy rate for the quarter. Management has guided for 5%-7% annual ARPOB growth over the next 2-3 years, while maintaining a focus on integrating new facilities like the 328-bed Noida hospital. The upcoming call will likely address the impact of a 36.3% YoY increase in employee benefits expense and the progress of new projects including the 400-bed Varanasi hospital and the Rs 322 Crore medical college.
Performance vs Guidance Tracking
Strategic Expansion Updates
Financial Performance Indicators
Risks and headwinds to monitor
Global Health Limited is scheduled to announce its results on May 14, 2026.
The company reported consolidated revenue of Rs 1,121 Crores for the quarter ended December 31, 2025.
As of December 2025, the company reported a net cash position of approximately Rs 600 Crores, with total cash over Rs 1,200 Crores and loans of about Rs 600 Crores.
Management has declined to provide specific projections for the Noida facility's breakeven timeline. They have indicated that losses were near their peak during the third quarter of FY26.
Management has guided for 5%-7% annual ARPOB growth over the next 2-3 years. They noted that this growth is dependent on length of stay and case mix.
Powered by CompoundingAI — AI research platform for Indian stocks, every claim cited from primary filings
Login Now