Yatharth Hospital & Trauma Care Services earnings calls.

Yatharth Hospital delivered a standout Q2 FY26 with record revenue of ₹279.4 croreCurrent reported value: ₹279.4 crore. No comparable prior figure is available in the source record. (+28Current 28 crore vs previous available quarter 46 crore.% YoY), driven by 110% YoY growth from new hospitals (Delhi and Faridabad Sector 20 adding 700 bedsCurrent 700 beds. Reported change: New facilities.) and 19% growth from mature facilities. Adjusted EBITDA of ₹73.7 croreCurrent reported value: ₹73.7 crore. No comparable prior figure is available in the source record. (+35% YoY) at 26.7% margin, with PAT up 63Current reported value: 63. No comparable prior figure is available in the source record.% YoY. Group ARPO stands at ₹3,250 with mature hospital ARPO growth of 9% YoY. Key growth levers include: CGHS rate revision effective October 2025 adding ~2.5% to revenue next year; GST rate cut benefit of 3-3.5%; Shanti Vid Hospital in Agra (250 beds, ARPO ~₹30,000+) joining from Q4; and international medical value travel expansion with 5-6 information centers planned. The company targets 8-10% annual ARPO growth through FY28. Risks include: new hospital ramp-up losses persisting into Q3; Jansi hospital's lower ARPO dragging blended metrics; and working capital normalization pending receivables cycle improvements.