Rainbow Childrens Medicare earnings calls.

Rainbow Children's Medicare reported Q3 FY26 revenue of ₹445.4 croreCurrent reported value: ₹445.4 crore. No comparable prior figure is available in the source record. (+12Current 12 crore vs previous available quarter 6.5 crore.% YoY), EBITDA of ₹147 croreCurrent ₹147 crore vs previous available quarter ₹149 crore. (+9%) at 33Current 33 crore vs previous available quarter 33.5 crore.% margin, and PAT of ₹73.9 croreCurrent reported value: ₹73.9 crore. No comparable prior figure is available in the source record. (+7.2Current reported value: 7.2. No comparable prior figure is available in the source record.%). Growth was below expectations due to seasonally muted Q3—particularly impacting mature clusters in Hyderabad, Bangalore, and Vijayawada—where outpatient footfalls and admissions underperformed. New units at Rajnandri (100 beds) are near break-even within months, while the 90-bed Electronic City facility and upcoming Huskur hospital (60 beds) will drive volume ramp. The company guided to 55%+ occupancy next year through strengthened sales & marketing, digital initiatives, and clinic expansions. International revenue fell to ~2% due to geopolitical disruptions (Bangladesh, Sudan, Somalia), though management targets a return to 18% CAGR over a 4-year horizon. Guwahati acquisition is performing well with cardiac program planned for mid-year. The stock faces near-term pressure from below-50% occupancy and single-digit organic growth, offset by strong cash position of ₹579 croreCurrent ₹579 crore. Reported change: Strong balance sheet. and reduced capex requirements.