Fortis Healthcare Limited — Q1 FY25
Fortis Healthcare delivered a strong Q1 FY25 with consolidated revenue of INR 1,859 crore (+12.2% YoY) and EBITDA of INR 343 crore (+25.5% YoY), driven by the hospital business...
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q4 FY24
FY25 EBITDA margin improvement of ~200bps YoY
Hospital operating EBITDA margin expected to improve by ~200bps in FY25, building on FY24's 18.6% (hospital) and 18.4% consolidated.
Delivered
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
heuristic_v1
Q4 FY24
Brownfield bed addition of ~700 beds in FY25
Includes 50 beds each at Faridabad and Kalyan, 100 beds at Manesar (Q2), 100 beds at Kolkata (Q1), and beds at BG Road (Q2).
Delivered
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
heuristic_v1
Q4 FY24
Agilus put option resolution by Q2 FY25
Management expects to finalize the put option (due Oct 2024) by August-September 2024, with options including IPO revival or buyout via debt/equity.
Delivered
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
heuristic_v1