ResultsIQ

ResultsIQ › Latest results › Narayana Hrudayalaya Ltd.

Narayana Hrudayalaya Ltd. special call summary

NSE: NH · BSE: 539551

Special call of 3 Nov 2025, summarised by AI from the filing.

NH acquires Practice Plus Group Hospitals UK on debt-free basis, targets 20%-22% ROCE by FY29-30.

Key takeaways

  1. Acquisition NH acquires only the Hospitals division of Practice Plus Group on a debt-free basis; seller repays term loans.
  2. ROCE target Management targets 20%-22% ROCE by FY29-30, driven by entry price and efficiency gains.
  3. Technology Athma platform to replicate Cayman efficiency in UK, automating administrative steps module by module.
  4. NHS backlog NHS backlog does not translate into willingness to pay; NHS needs funds to pay for outsourced services.

Original filing on BSE

Narayana Hrudayalaya Ltd. Q1 FY27 results

As filed: Revenue ₹2,684 cr (+78% year on year), EBITDA ₹470 cr (+40% year on year), PAT ₹207 cr (+5% year on year), EBITDA margin 17.5% (−479 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 ₹2,594 cr (+76% year on year), EBITDA ₹510 cr (+42% year on year), PAT ₹224 cr (+14% year on year), EBITDA margin 19.7% (−461 bps). Score 83 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend; profit growth was above it. EBITDA margin fell 461 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +1.2% in 28 days (Nifty 500: +2.2%).
  • Q3 FY26: Revenue ₹2,151 cr (+57% year on year), EBITDA ₹367 cr (+19% year on year), PAT ₹127 cr (−7% year on year), EBITDA margin 17.1% (−546 bps). Score 58 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit before exceptional items growth was well below it. EBITDA margin fell 546 bps year on year. Tax rate 15%. Profit fell 32% from last quarter. Share price after the results: −8.3% in 28 days (Nifty 500: −8.2%).
  • Q2 FY26: Revenue ₹1,644 cr (+17% year on year), EBITDA ₹402 cr (+31% year on year), PAT ₹259 cr (+30% year on year), EBITDA margin 24.5% (+245 bps). Score 85 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 245 bps year on year. Tax rate 12%. Share price after the results: +6.7% in 28 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹1,507 cr (+12% year on year), EBITDA ₹336 cr (+10% year on year), PAT ₹197 cr (−2% year on year), EBITDA margin 22.3% (−45 bps). Score 49 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin fell 45 bps year on year. Share price after the results: −9.9% in 28 days (Nifty 500: −0.9%).
  • Q4 FY25: Revenue ₹1,475 cr (+15% year on year), EBITDA ₹358 cr (+21% year on year), PAT ₹197 cr (+3% year on year), EBITDA margin 24.3% (+121 bps). Score 74 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend; profit growth was in line with it. EBITDA margin rose 121 bps year on year. Share price after the results: +10.4% in 28 days (Nifty 500: +1.1%).
  • Q3 FY25: Revenue ₹1,367 cr (+14% year on year), EBITDA ₹308 cr (+10% year on year), PAT ₹193 cr (+3% year on year), EBITDA margin 22.5% (−64 bps). Score 55 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was below it. EBITDA margin fell 64 bps year on year. Tax rate 12%. Profit fell 3% from last quarter.
  • Q2 FY25: Revenue ₹1,400 cr (+7% year on year), EBITDA ₹308 cr (0% year on year), PAT ₹199 cr (−12% year on year), EBITDA margin 22.0% (−160 bps). Score 27 of 100, Below trend. EBITDA margin fell 160 bps year on year. Tax rate 14%. Not enough history for a trend yet: scored on growth alone.

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

Narayana Hrudayalaya Ltd. earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.