Global Health Limited
6,508words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
20.5%
rs
35
rs
75
20%
19%
INR 45,089 million
INR 11,343 million
25.7%
INR 10,560 million
24.2%
INR 5,541 million
Guidance — 17 items
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“~100 ICU beds and 14 OTs were operational at the end of Q4 FY26 Medanta Noida Overview 550+ Planned beds capacity 382 Operational beds 200+ Experienced Doctors 35+ Directors 75+ Senior clinicians 25+ Super Speciality 650+ Nurses and paramedics 1,300+ Full-time employees Key metrics 1 Sept 2025 30 Sep 2025 31 Dec 2025 31 March 2026 Total Census Bed Daycare Beds Total Bed Capacity No.”
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“Optimized Service Distribution: Existing specialties such as Gastroenterology, Gynecology, Urology, Plastic Surgery, and ENT will be transitioned to the new facility, aligning with the initial strategic plan 5.”
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“That’s why dependable guidance on where to find high-quality medical care is so important.”
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“INR 0.50 per share Total beds grew by 20.5% y-o-y, with 623 bed addition in FY26.”
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“EBITDA increased by 35.2% y-o-y to INR 4,447 million, with margins improving to 31.5% compared to 30.1% in FY25 • International Patients Revenue increased by 33.2% y-o-y to INR 2,780 million • OPD Pharmacy (Hospital & Retail) continues to register strong double digit growth.”
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“Revenue increased by 30.4% y-o-y to INR 1,826 million in FY26 1.”
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“906 million in FY26 Noida facility resulted in EBITDA loss of INR.”
Notes
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“236 million in Q4 FY26 down compared to INR Loss of 320 million reported in Q3 FY26 3.”
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“Noida hospital start up losses started to decline • Highest ever quarterly total income of INR 11,958 million; growth of 25.3% y-o-y • EBITDA3 (ex-Noida1) grew 27.0 % y-o-y to INR 3,142 with improved margins of 27.5% in Q4 FY26.”
Notes
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“EBITDA including Noida was INR 2,906 million, growth of 17.4% y-o-y and margins of 24.3% • Noida hospital generated Total Income of INR 525 million in Q4 FY26 and EBITDA loss of INR 236 million in Q4 FY26, compared to loss of INR 320 million reported in Q3 FY26 • Profit After Tax was INR 1,417 million, robust growth of 39.7% y-o-y.”
Risks & concerns — 2 flagged
It is often made in moments of uncertainty, when unusual symptoms or a difficult diagnosis is already weighing heavy on the patient.
— Sub
Noida hospital start up losses started to decline • Highest ever quarterly total income of INR 11,958 million; growth of 25.3% y-o-y • EBITDA3 (ex-Noida1) grew 27.0 % y-o-y to INR 3,142 with improved margins of 27.5% in Q4 FY26.
— Notes
Speaking time
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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 fourth quarter and financial year ended March 31, 2026 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 Q4 and FY2026 14th May, 2026 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 and o
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 18 FY2026 : Matured portfolio registered high single digit growth Growth in matured hospitals led by both Volume and case mix change Matured hospitals - Over 6 years Total Income (INR million) +9.0% 26,119 28,482 EBITDA (INR million and margin %) +7.2% 6,481 6,946 +10.9% 6,541 7,257 +14.8% 1,685 1,935 FY25 FY26 Q4 FY25 Q4 FY26 FY25 FY26 Q4 FY25 Q4 FY26 24.8% 24.4% 25.7% 26.7% In-patient Volume (count) ALOS (days) +6.9% -5.7% 111,838 119,519 3.2 3.0 Occupied Bed Days (count) -0.2% 355,526 354,826 ARPOB* (INR) +9.9% 67,754 74,493 FY25 FY26 FY25 FY26 FY25 64% FY26 61% FY25 FY26 *ARPOB is calculated on Hospital Revenues excluding Pharmacy and Other Income divided by Occupied bed days * Matured hospitals r
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 29 04 Project Update and Capex Plan 30 On-going expansion projects ~20% Capacity added in FY26. Planned bed capacity addition to drive sustainable growth Number of installed beds ~219 bed addition +7.8% 623 bed addition +20.5% 2,823 219 131 110 382 3,042 3,665 ~ 2,700 bed addition +65.0% 490 bed addition +13.4% 80 193 168 49 400 750 4,155 400 400 750 6,855 31-Mar-24 Bed Addition 31-Mar-25 Patna -FY26 Ranchi New - FY26 Noida -FY26 31-Mar-26 Indore Cancer Unit* Lucknow Noida Patna FY27e South Delhi Pitampura, Delhi Mumbai Guwahati Varanasi* Patna: Total 32 beds added in Q4 FY2026 taking total bed addition to 131 beds in FY2026 Ranchi: Newly built 110 bedded hospital in Ranchi, operationalized in Jul