Did management answer the analysts?
12 analyst questions audited, 1 evaded or deflected.
View Claim Ledger →Asarfi Hospital reported Q4 FY26 consolidated revenue of 45.2 crore (+29% YoY), EBITDA of 7.7 crore (17% margin), and PAT of 3.9 crore (+9% YoY).
✓ Verified against BSE filing
Asarfi Hospital reported Q4 FY26 consolidated revenue of 45.2 crore (+29% YoY), EBITDA of 7.7 crore (17% margin), and PAT of 3.9 crore (+9% YoY). Full-year revenue grew 42% YoY to 173.5 crore, with EBITDA margin at 20%. Growth was driven by higher IPD volumes (+46% YoY), improved case mix, and expansion of cardiac capacity to 45 beds. The cancer hospital scaled to 33 crore revenue (vs 20 crore last year) with 42% occupancy. Management guided for FY27 revenue of 260 crore and EBITDA margin improvement to 22-23%, supported by bed expansion (cancer from 65 to 150 beds), bone marrow transplant unit, and potential inorganic growth. Key risks include regulatory delays in organ transplant approvals and volatility in government scheme reimbursements.
असरफी हॉस्पिटल ने चौथी तिमाही में 45.2 करोड़ रुपये की कमाई की, जो पिछले साल से 29% ज्यादा है। कंपनी ने 7.7 करोड़ रुपये का मुनाफा कमाया (EBITDA मार्जिन 17%) और शुद्ध मुनाफा 3.9 करोड़ रुपये रहा। पूरे साल की कमाई 173.5 करोड़ रुपये हुई, जो 42% बढ़ी। मरीजों की संख्या में 46% का इजाफा हुआ और दिल की बीमारी के इलाज के लिए 45 बेड बढ़ाए गए। कैंसर अस्पताल ने 33 करोड़ रुपये की कमाई की। अगले साल 260 करोड़ रुपये कमाने का लक्ष्य है और मुनाफा 22-23% तक बढ़ाने की योजना है। इसके लिए कैंसर बेड 65 से बढ़ाकर 150 किए जाएंगे और बोन मैरो ट्रांसप्लांट यूनिट खोली जाएगी। लेकिन सरकारी योजनाओं में देरी और नियमों में बदलाव से जोखिम है।
12 analyst questions audited, 1 evaded or deflected.
View Claim Ledger →Regulatory delays in bone marrow transplant approval
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Read Transcript →Inpatient revenue grew 46% year-on-year in FY26, driven by higher surgical volumes and better case mix.
Total surgeries increased 26% year-on-year to over 6,300 procedures in FY26.
Cancer hospital occupancy improved to 42% in FY26, up from prior year, with growing traction in radiation oncology.
Inpatient volume crossed 16,000 patients in FY26, reflecting growing regional reach and patient trust.
Management targets revenue of approximately 260 crore for FY27, driven by bed expansion, higher occupancy, and inorganic growth.
Government approval for bone marrow transplant unit is delayed due to procedural issues, pushing revenue contribution to FY28.
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