Global Health Limited
4,684words
2turns
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0executives
Key numbers — 40 extracted
rs,
15%
14%
INR 11,189 million
9,748 million
14.8%
INR 2,804 million
25.2%
2,465 million
25.3%
13.7%
5.7%
Guidance — 13 items
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“l c n i Q2 FY25 2,465 million Margin: 25.3% 5.7% INR 2,607 million Margin: 23.3% INR 1,584 million Margin: 14.2% T A P s l l a f t o o F t n e i t a P Q2 FY25 1,308 million Margin: 13.4% 21.1% 50,925 In-patients 890,750 Out-patients 12.7% 14.9% Q2 FY25 45,169 Q2 FY25 775,395 155,729 ) R N I ( 65,570 Q2 FY25 144,564 7.7% * B O P R A Q2 FY25 62,141 5.5% ) s y a d ( S O L A 3.06 Q2 FY25 3.20 -4.5% 1.”
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“Noida generated Total Income of INR 39 million in Q2 FY26 2.”
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“EBITDA increased 34.0% YoY to INR 1,112 million, with margins improving to 31.5% compared to 30.1% in Q2 FY25.”
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“Including Noida, EBITDA stood at INR 915 million, up 10.2% y-o-y, with margin of 25.6%, reflecting the impact of initial ramp-up costs International Patients Revenue increased by 48.5% y-o-y to INR 762 million in Q2 FY26, driven by increased international patient volume OPD Pharmacy (Hospital & Retail) continues to register strong double digit growth.”
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“Revenue increased by 23.9% y-o-y to INR 456 million in Q2 FY26 1.”
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“Pulse Dual Source CT ARTIS icono Ceiling with Abbott EP System – CATH Lab Stealth Station S8 Neuro Navigation System Lumenis Pulse 100H Holmium Laser ACUPULSE DUO CO2 Laser System Leica Arveo 8 Digital Visulisation Microscope for Neurosurgery 8 Q2 FY2026 Business Update Strengthening the core and building strong pipeline for growth Capacity Expansion New Medical Equipment Deployed in Q2 FY26 (ex Noida) Patna: Total of 37 beds added in Q2 FY26.”
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“Total 57 bed addition in H1 FY26 Noida: Commenced phase 1 of 300 beds in Sep 2025.”
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“Cancer contribution is increasing Heart 21.5% Cancer 13.7% Digestive 11.5% Neuro 11.5% Kidney & Urology Internal Medicine Ortho Liver Transplant 7.7% 6.9% 4.4% 3.1% Others Speciality 19.8% 21.0% 14.2% 11.3% 11.3% 7.6% 5.8% 5.7% 3.0% 20.3% 20.7% 14.5% 12.1% 11.0% 7.4% 5.8% 5.2% 2.9% 20.5% Q2 FY25 Q1 FY26 Q2 FY26”
Notes
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“EBITDA represents EBITDA before ESOP expenses 15 02 Project Update and Capex Plan 16 Guwahati project update: Bhoomi Poojan ceremony held on 31st October, 2025 Land Parcel Offered: Acquired 3.5-acre land parcel with a cost of ~Rs.”
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“m., enabling an increase in bed capacity from 500 to 750 The facility is now expected to have a capacity of 750 beds and will set new benchmarks in healthcare delivery, providing world-class medical services and advanced treatment options to the residents of Mumbai and surrounding regions The project cost is estimated to be ~INR.”
Risks & concerns — 1 flagged
Including Noida, EBITDA stood at INR 915 million, up 10.2% y-o-y, with margin of 25.6%, reflecting the impact of initial ramp-up costs International Patients Revenue increased by 48.5% y-o-y to INR 762 million in Q2 FY26, driven by increased international patient volume OPD Pharmacy (Hospital & Retail) continues to register strong double digit growth.
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Opening remarks
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Investor Presentation Dear Sir(s), Pursuant to Regulation 30 read with Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the copy of Investor Presentation for the Second Quarter and Half Year ended September 30, 2025 Results. Kindly take the above on record. Thanking you, Yours faithfully For Global Health Limited Rahul Ranjan Company Secretary & Compliance Officer M. No. A17035 Encl: a/a Regd. Office: E-18, Defence Colony, New Delhi 110024, Ph No.011- 44114411 www.medanta.org, info@medanta.org, CIN: L85110DL2004PLC128319 GLOBAL HEALTH LIMITED Dedicated to Life Investor Presentation Q2 and H1 FY2026 7th November, 2025 5 1 Disclaimer from historical This presentation, apart information, contains some "forward-looking statements" including those describing the Company’s strategies, strategic direction, future prospects, estimates etc. These forward-looking statements involve a objectives, number of risks, uncertainties
Notes
1. Revenue from healthcare services excludes pharmacy revenue and other income 2. Revenue breakdowns are provided as per internal MIS at the Company’s consolidated level 3. Cancer includes medical oncology, radiation oncology, head & neck surgery, bone marrow transplant and breast surgery *Previous period figures have been regrouped/reclassified to conform to the current period's classification. Pursuant to the merger of MHPL with GHL, the GHL standalone results for the reported period now include MHPL 13 Growth seen in both mature and new hospitals Developing hospitals delivered robust revenue and EBITDA y-o-y growth Matured hospitals - Over 6 years Developing hospitals - Less than 6 years Total Income (INR million) EBITDA (INR million and margin %) Total Income (INR million) EBITDA (INR million and margin %) +5.4% 6,833 7,200 +0.4% 1,689 1,696 +28.3% +29.7% +34.0% +10.2% 3,531 3,570 2,753 1,112 915 830 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 24.7% 23.5% Q2 FY25 Q2 FY26 ex Noida Q2 FY26 Q2 FY