Key takeaway: The investor presentation for Global Health Limited (Medanta) reported a revenue growth of 26% year-on-year for Q1 FY2027, reaching a total income of INR 13,262 million. The growth was primarily driven by increased patient volumes, with in-patient and out-patient counts rising by 27.7% and 34.5%, respectively. EBITDA, excluding Noida, grew by 23.9% to INR 3,201 million, with margins improving to 25.8%. The Noida hospital generated a total income of INR 855 million, with a narrowed EBITDA loss of INR 49 million. The presentation highlighted the addition of 72 new beds across the network and a 23% increase in international patient revenue. Clinical achievements included successful treatments for complex cases and milestones in robotic surgeries. The company outlined ongoing expansion projects and a capex plan of approximately INR 48,500 million over the next five years.

Key takeaway: Management reported on the Q4 FY26 earnings conference call that Global Health Limited, also known as Medanta, achieved significant milestones, including the operational commencement of a 550-bed facility in Noida and plans for a 400+ bed hospital in Guwahati. The company emphasized its commitment to clinical excellence and patient-centric care, with Medanta Gurugram being recognized as the best hospital in India for the seventh consecutive year. Financial highlights included a 20% year-on-year increase in total income to INR 45,089 million and a consolidated profit after tax growth of 15.1% to INR 5,541 million. The Noida facility reported a revenue of INR 906 million despite an EBITDA loss of INR 783 million. Management noted strong operational performance across its network, with inpatient and outpatient volumes increasing significantly. The company plans to continue expanding its capacity and enhancing clinical capabilities, with a projected capex of INR 800-900 million for FY27.

Key takeaway: The investor presentation for Global Health Limited (Medanta) detailed the company's performance for the fourth quarter and financial year ended March 31, 2026. Management reported a consolidated total income of INR 45,089 million, reflecting a year-on-year growth of 19.6%. EBITDA, excluding the Noida facility, grew by 18.6% to INR 11,343 million, with margins of 25.7%. The Noida hospital, which became fully operational in November 2025, generated total income of INR 906 million but incurred an EBITDA loss of INR 783 million. The presentation highlighted a 20.5% increase in total bed capacity, with 623 beds added during the year. Patient volumes also saw significant growth, with in-patient and out-patient counts increasing by 16.0% and 18.7%, respectively. The company announced a final dividend of 25% on the face value of INR 2 per share. Management emphasized ongoing expansion projects and a strong focus on patient care and clinical excellence.

Key takeaway: During the earnings conference call for Q3 FY26, management emphasized their commitment to high-quality, patient-centric care and reported a total income of Rs. 11,428 million, reflecting a 19% year-on-year growth. EBITDA, excluding the Noida facility, grew by 11% to Rs. 2,814 million, with healthy margins of 25.4%. The Noida hospital, which began operations in September 2025, generated Rs. 343 million in revenue but reported an EBITDA loss of Rs. 320 million. Management highlighted the successful launch of a cancer awareness program and the accreditation of Medanta, Lucknow by the Joint Commission International. The company also noted strong growth in international patient revenue and outpatient pharmacy business. Management discussed ongoing expansions and the addition of beds across facilities, while expressing confidence in the ramp-up of operations at Noida and the overall financial performance moving forward.

Key takeaway: The investor presentation for Global Health Limited (Medanta) reported a strong performance for Q3 FY2026, with total income reaching INR 11,428 million, reflecting a 19.1% year-on-year growth. EBITDA, excluding the Noida facility, was INR 2,814 million, up 10.9% year-on-year, while the overall EBITDA, including Noida, was INR 2,494 million, down 1.7% year-on-year. The profit after tax was reported at INR 950 million, impacted by depreciation and finance costs from the Noida hospital, as well as exceptional items related to new Labour Codes. The presentation highlighted the addition of 144 beds in Q3 FY26 and robust growth in patient volumes, with in-patient and out-patient counts increasing by 14.3% and 19.5% year-on-year, respectively. Management outlined ongoing expansion projects and a capex plan of over INR 39,013 million for the next five years, aimed at enhancing capacity and service offerings across various locations.