Yatharth Hospital & Trauma Care Services Limited — Q2FY27 earnings call summary

Filed 12 November 2026 · Official transcript

Debt peaked due to Gurugram capex and equipment; expected to decline going forward
Oncology drug price capping impact minimal (0.3% EBITDA reduction), margin guidance unchanged
New hospitals ramping up; Model Town Delhi expected to break even in H2FY27
Gurugram hospital expected to break even in 15 months with premium ARPOB
Multiple analyst queries on Advent deal tranches, expansion plans, oncology segment, and payer mix
EBITDA rose 50% y-y to INR1,020 million; margin improved to 23.6%, adjusted margin 28%
Expansion focus on multi-specialty, EBITDA-positive hospitals, mostly equity-owned
Management confident of maintaining 24%+ EBITDA margin despite regulatory changes