Dr. Agarwal's Health Care Limited Q2 FY26 earnings call summary

Earnings call of 31 Oct 2025, summarised by AI from the filing.

FY26 revenue growth more or less in line with start-of-year guidance; H2 margins similar to H1.

Key takeaways

1. Guidance FY26 revenue growth more or less in line with start-of-year guidance; H2 margins similar to H1.
2. Premiumization High-end cataract and Femto surgeries drove revenue per surgery growth of 4.5-5%.
3. Risk Unseasonal rains and festive season impacted Q2, especially in core markets.

Original filing on BSE

Dr. Agarwal's Health Care Limited Q1 FY27 results

As filed: Revenue ₹614 cr (+26% year on year), EBITDA ₹170 cr (+32% year on year), PAT ₹55.0 cr (+45% year on year), EBITDA margin 27.8% (+126 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹564 cr (+23% year on year), EBITDA ₹161 cr (+22% year on year), PAT ₹50.0 cr (+16% year on year), EBITDA margin 28.6% (−7 bps). Score 59 of 100, In line with trend. EBITDA margin was flat year on year. Consolidated profit +16% but standalone -61%. Not enough history for a trend yet: scored on growth alone. Share price after the results: −3.0% in 29 days (Nifty 500: +2.4%).
• Q3 FY26: Revenue ₹530 cr (+23% year on year), EBITDA ₹144 cr (+26% year on year), PAT ₹43.6 cr (+56% year on year), EBITDA margin 27.2% (+75 bps). Score 77 of 100, Above trend. EBITDA margin rose 75 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −0.2% in 30 days (Nifty 500: −3.2%).
• Q2 FY26: Revenue ₹499 cr, EBITDA ₹137 cr, PAT ₹36.0 cr, EBITDA margin 27.5%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹499 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +2.9% in 29 days (Nifty 500: +0.4%).
• Q1 FY26: Revenue ₹487 cr, EBITDA ₹129 cr, PAT ₹38.0 cr, EBITDA margin 26.5%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹487 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −5.3% in 30 days (Nifty 500: +2.4%).
• Q4 FY25: Revenue ₹460 cr, EBITDA ₹132 cr, PAT ₹43.0 cr, EBITDA margin 28.7%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹460 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: +12.7% in 30 days (Nifty 500: +3.7%).
• Q3 FY25: Revenue ₹431 cr, EBITDA ₹114 cr, PAT ₹28.0 cr, EBITDA margin 26.5%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹431 cr). Scored once a year-earlier consolidated quarter exists.

Past price moves after results do not indicate future moves. Not a recommendation.

Dr. Agarwal's Health Care Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (4 Aug 2026), Results deck (4 Aug 2026)
• Q4 FY26: Earnings call (21 May 2026), Results deck (21 May 2026)
• Q3 FY26: Earnings call (4 Feb 2026), Results deck (3 Feb 2026)
• Q2 FY26: Earnings call (31 Oct 2025), Results deck (31 Oct 2025)
• Q1 FY26: Earnings call (12 Aug 2025), Results deck (12 Aug 2025)
• Q4 FY25: Earnings call (29 May 2025), Results deck (29 May 2025)
• Other events: Special call (28 Aug 2025), Strategy deck (27 Aug 2025)