New hospital EBITDA drag continuing in Q3
Delhi and Faridabad Sector 20 hospitals will continue to drag EBITDA in Q3 similar to Q2 levels (~3.3% overall margin dilution), with break-even targeted in 15-17 months.
YATHARTH / Q2-FY26 / risks
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Yatharth Hospital & Trauma Care Services · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Jansi occupancy growth depressing blended ARPO
Jansi hospital reaching 70% occupancy (ARPO roughly half of group average) is muting overall ARPO growth despite mature hospital ARPO growth of 9% YoY.
Working capital and receivables cycle
Data days reduced by 8-10 days this quarter; OCF to EBITDA at 58% impacted by salary payment timing change, expected to normalize to ~78% by March 2026.
Agra acquisition integration timeline
Analyst asked about when Agra results would appear in books (Q4 confirmed), but integration execution risk exists given it is an existing running hospital being acquired mid-fiscal.