ALOS reduction target to ~4 days
Management targeting reduction in average length of stay from current higher levels to approximately 4 days through efficiency improvements across hospitals, balancing medical complexity with throughput.
NH / guidance tracker
Keep management guidance in view.
Narayana Hrudayalaya · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
margins
Cayman insurance loss trajectory improving
With July renewals achieving 100% acceptance at repriced levels and January cycle expected to follow similarly, management believes the worst is behind on Cayman insurance losses on a rolling 2-3 quarter basis.
Southwest Bangalore 100-bed hospital operational by end Q2
Construction at end stage, facility expected to start operations by end of Q2 FY27, fully in line with plans.
Rs 3,000 crore capex commitment over 2 years
Cash will be deployed toward committed projects including new hospital construction, with own contribution and borrowings; net debt-to-EBITDA expected to remain below 1x through construction phase.
3,000 Crore Capex Plan Through FY28-29
Total planned capex of 3,000 crore with 460 crore greenfield organic capacity, all projects expected to commission by FY28-29.
Clinic Expansion to Double and Enter Kolkata
Plan to double current 11 Bangalore clinics in FY27 while expanding to Kolkata, with cash burn expected to continue at similar run rates.
UK Normalized EBITDA Margin Trajectory
Normalized margin base of ~22% with expectation to improve closer to market levels, though not to India/Cayman levels.
Mumbai Adult Program Expansion
Adding adult programs at SRCC hospital in Mumbai during FY27, currently in advanced discussions with trust for approval.