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Revenue
₹221.7 Cr
verified against source
Revenue YoY
92%
reported change
EBITDA
₹100.8 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Jeena Sikho Lifecare delivered a stellar Q3 FY26 with revenue of ₹221.7 crore (+92% YoY), EBITDA of ₹100.8 crore (+240% YoY), and PAT of ₹66.7 crore (+405% YoY). EBITDA margin held at 45% despite aggressive expansion. The strong performance was driven by a 247% surge in OPD/COD patients to 4.34 lakh and robust product sales, including the OTC 'Pet Yakrit Plia Shuddhi Kit' crossing ₹10 crore monthly. Management guided for 7,000-10,000 beds over 3-5 years (currently ~2,800), a new health card launch, and 16 OTC products by year-end. A key risk is the slow government portal rollout, which management is de-emphasizing in favor of private and insurance business.
Colored figures show movement against the previous available record.
Guidance to track
- Management targets expanding total beds to 7,000-10,000 over the next 3-5 years, from current ~2,800 (2,290 operational).
- Company plans to launch 16 OTC products by end of calendar year 2026, with second product 'Nutri Rose' launching in February 2026.
- Management expects OTC product revenue to reach ₹500 crore within two financial years, driven by new product launches and distribution partnerships.
- Management aims to grow PAT from ~₹225 crore in FY26 to ₹1,000 crore in 3-4 years through bed expansion and product scaling.
Risks flagged
- Management is reducing government business due to payment delays and portal issues, which could limit a potential revenue stream if not resolved.
- Bed occupancy has been stagnant at 57-58% for three quarters, raising concerns about utilization despite capacity additions.
- While management claims a blue ocean, the OTC market is crowded with established players like Dabur and Zandu, posing competitive risk.
- International expansion (UAE, Kazakhstan, Nepal, US) adds complexity and regulatory hurdles, with no revenue contribution yet.
Key quotes
- हमारा एबिटा इस बार क्वार्टर का 100.8 सीआर रहा है और पहली बार हमने अपने क्वार्टर में 100 सीआर की सेल क्रॉस की है।
- मैंने ना 15 प्रोडक्ट आइडेंटिफाई किए हैं। 15 प्रोडक्ट आइडेंटिफाई किए हैं जो भारत में हर एक इंसान की नीड है।
- हमारी ऑक्यूुपेंसी जो चल रही है पिछले क्वार्टर में 57% थी इस क्वार्टर में 58% रही है।
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