Nephrocare Health Services earnings calls.

Nephroplus delivered a strong Q3 FY26 with 32% revenue growthCurrent reported value: 32% revenue growth. No comparable prior figure is available in the source record. to ₹258 crore and 43% EBITDA growthCurrent reported value: 43% EBITDA growth. No comparable prior figure is available in the source record. to ₹63Current reported value: 63. No comparable prior figure is available in the source record. crore, with margins expanding 190bps to 24.3%. The beat was driven by Philippines price increase in October 2024, recent CDHS price increase in India, and acquisitions in Philippines. Adjusted PAT grew 70Current reported value: 70. No comparable prior figure is available in the source record.% to ₹34 crore with margin at 13%. The company listed on December 17, 2025, making this its maiden earnings call. International revenue now contributes 41% of total revenueCurrent 41% of total revenue. Reported change: +29pp YoY. (up from 12% in FY23Current reported value: 23. No comparable prior figure is available in the source record.), driven by Philippines (~$110 RPT) and Uzbekistan (~$55 RPT) operations. Management guided for 15-20% revenue CAGR over 3-4 yearsCurrent reported value: 15-20% revenue CAGR over 3-4 years. No comparable prior figure is available in the source record. but declined annual guidance, citing unpredictable acquisition timing as the primary variable. Saudi Arabia JV is in investment phase with revenue expected in a few quarters. The main risk is that this quarter's growth was explicitly called out as exceptional and not representative of future quarters, with the 15-20% guide being the normalized trajectory.