Krishna Institute of Medical Sciences earnings calls.

KIMS reported Q4 FY26 revenue of INR 175 cr (34.8Current 34.8 crore vs previous available quarter 29.2 crore.% YoY growth) with EBITDA at INR 216Current 216 crore vs previous available quarter 193 crore. cr and margin compression to 19.9% from 25.3% in Q4 FY25. PAT declined sharply to INR 33Current reported value: 33. No comparable prior figure is available in the source record. cr vs INR 106 cr year-ago. The margin contraction reflects heavy investment in new units—Karnataka (Mahadev 49 cr, E-City 17 cr), Maharashtra (Tan 47 cr), and Nasik—which collectively incurred ~INR 120 cr EBITDA loss for FY26. Management attributed slower ramp-up primarily to delayed insurance empanelments following GIC's common empanelment initiative. The company plans INR 1,500 cr QIP primarily to retire ~INR 1,000 cr of debt (currently ~INR 3,000 cr) and maintain healthy debt-to-equity ratio near 1:2. Kundapur relocation to 800-bed facility begins June 2026 with minimal capex remaining. Mature units maintained ~29% EBITDA margin. The Telangana cluster is expected to grow 10-12% in FY27 despite new facility commissioning. Risk includes ongoing insurance delays impacting new unit ramp-up and competitive intensity in Hyderabad where 4-5 new hospitals commissioned.