Krishna Institute of Medical Sciences · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Seven hospitals commissioned in 2025 are creating EBITDA erosion as they ramp up. Management acknowledges this drag on margins, with EBITDA declining 2.2% YoY and margins compressing to 20.4% versus 25.9% in Q3 FY25.
Nashik and Thane units face 30% revenue exposure to insurance which is delayed. Only 2 of top-5 insurers empaneled so far; remaining 3 targeted for completion by Q4 FY26. Analyst questioned why negotiations took longer than anticipated.
Andhra cluster experienced 45-60 day disruption due to state government strike on ROG payments, causing significant volume dip. Payer mix contribution from state government declining as expansion moves to other states.
Telangana cluster running at 52.5% occupancy but 200-250 beds under renovation (85% on available beds). Management guided only high single-digit growth for mature Telangana cluster, with double-digit contingent on new facility additions.
