Global Health Management Guidance Tracker
10 forward-looking guidance items tracked across 3 quarters.
Expansion
The Noida facility started with 226 beds in September; plans to add beds continuously, targeting full 550-bed capacity over coming quarters.
Q2 FY26Guwahati hospital construction to begin after Bhoomi PujanTrackedLand acquisition completed for 400+ bed super-specialty hospital; construction to start post-October 2025 ceremony.
Q4 FY26Approximately 500 beds to be added with minimal capexTrackedThe company expects to add around 500 beds across existing hospitals with minimal capex investment in the short term.
Q4 FY262,700 beds through greenfield projects over 3-4 yearsTrackedMedanta plans to add approximately 2,700 beds through five greenfield projects over the next 3-4 years, with total project capex of ~₹45,000 million over 5 years.
Capex
Board approved increased bed capacity from 500 to 750 at Oshiwara, with total project cost of ₹15,300 million including land and equipment.
Q3 FY26FY27 capex below ₹500 croreTrackedNext year's capex is expected to be below ₹500 crore, significantly lower than the ~₹1,000 crore in FY26, as major NOIA construction is complete.
Q4 FY26FY27 capex guidance of ₹800-900 croreTrackedTotal capex for FY27 is expected to be in the range of ₹800-900 crore, with FY28 capex at ₹600-700 crore.
Growth
Management expects ARP to grow 5-7% per year, with a more conservative internal projection of 3-5%.
Q3 FY26NOIA losses expected to moderateActiveManagement indicated that Q3 losses at NOIA are likely near peak and should reduce as the hospital ramps up.
Q4 FY26Noida breakeven expected in H2 FY27TrackedManagement expects Noida hospital to break even in the second half of FY27, with occupancy reaching 40-45%.