Manipal Health Enterprises Ltd Q1 FY27 concall - Strong Growth & Margin Expansion
📊 Q1 FY27 Performance
• Revenue grew 38% YoY to ₹3,091 crore, driven by strong patient volume growth.
• Network EBITDA rose 26% YoY to ₹749 crore, with underlying growth exceeding 30%.
• Ex-Sahyadri margin stood at 25%, impacted by greenfield costs and prior-year one-off benefits.
🚀 Growth & Operational Levers
• Inpatient volumes increased 39% while outpatient volumes grew 26%, supporting sustainable volume-led growth.
• Occupancy improved 290 bps to 65%, while ALOS remained industry-leading at 2.7 days.
• High-acuity specialties contributed 65% of revenue, with oncology share rising to 12.2%.
🏥 Sahyadri Integration
• Sahyadri revenue grew 13% and EBITDA 19% YoY, with Q1 EBITDA margin reaching 17.5%.
• Management targets 16-18 months for integration through clinical enhancement, efficiencies, talent and digital adoption.
💰 Capex & Outlook
• ₹2,000 crore capex planned this year, with ₹4,000 crore over 3-4 years targeting 3,000 additional beds.
• Net debt to EBITDA expected at 0.9x post-IPO, supporting further expansion with comfortable leverage headroom.
🔗 Link to full concall in thread for reference.
Disc: This is not a buy or sell recommendation. Shared for educational and informational purposes only.
#MANIPALHOS #Q1FY27 #Concall
1/8 🧵 Golkunda Diamonds & Jewellery kicks off FY27 with a margin story worth noticing — EBITDA up 69%, PAT up 64% on just 23% revenue growth. Here's the breakdown of this three-decade-old jewellery exporter 👇
Bhagiradha Chemicals Q1 FY27 Results: Strong Revenue & Profit Growth 📈 | MCap 3,914.06 Cr
- Standalone Revenue from Operations: Rs 17,367.32 lakhs in Q1 FY2027 vs Rs 12,377.78 lakhs in Q1 FY2026.
- Standalone Profit Before Tax: Rs 1,434.30 lakhs in Q1 FY2027 vs Rs 721.31 lakhs in Q1 FY2026.
- Standalone Profit for the period: Rs 1,068.10 lakhs in Q1 FY2027 vs Rs 828.73 lakhs in Q1 FY2026.
- Standalone Basic EPS: Rs 0.82 in Q1 FY2027 vs Rs 0.64 in Q1 FY2026.
- Consolidated Revenue from Operations: Rs 19,501.89 lakhs in Q1 FY2027 vs Rs 12,377.78 lakhs in Q1 FY2026.
- Consolidated Profit Before Tax: Rs 1,754.28 lakhs in Q1 FY2027 vs Rs 250.14 lakhs in Q1 FY2026.
- Consolidated Profit for the period: Rs 1,332.92 lakhs in Q1 FY2027 vs Rs 397.91 lakhs in Q1 FY2026.
- Consolidated Basic EPS: Rs 1.03 in Q1 FY2027 vs Rs 0.31 in Q1 FY2026.
- The company's only reportable segment is Crop Protection Chemicals.
- Consolidated results include parent company and wholly-owned subsidiary Bheema Fine Chemicals Private Ltd.
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Preview 👇 (First 4 out of 9 pages)
Thorium ⚛️ vs Coal 🪨
Coal = cheap, reliable, limited and heavy pollution 🌍
Thorium = clean, abundant (especially in India 🇮🇳), but still under development
Coal powers today ⚡
Thorium can power the next century 🔥
Shift is not optional… it’s inevitable ♻️
#thorium
#AwaazExclusive | FROM SOURCES
#RVNL और #IRCON का हो सकता है मर्जर
रेलवे सेक्टर में बड़े कंसोलिडेशन की तैयारी है | सूत्रों के मुताबिक RVNL और IRCON का मर्जर हो सकता है | ज्यादा डिटेल्स के साथ लक्ष्मण रॉय
@RoyLakshman@_anujsinghal#merger
I must confess that until recently I had never heard of Phool Dei, a spring festival that was celebrated yesterday in the villages of Uttarakhand.
Children gather fresh flowers from the hills and go from house to house placing them on doorsteps, offering a blessing for the household:
“Phool Dei, Chhamma Dei,
Deni Dwar, Bhar Bhakar…” roughly wishing the home prosperity.
In return they receive sweets.
It reminded me a little of Halloween in the U.S., where children go door to door saying “trick or treat.” But what a lovely contrast. Here the children arrive not threatening a prank, or asking first, but giving first. Flowers.
In an age when we speak so much about environmental consciousness, this graceful celebration of spring and nature deserves to be far more widely known.
Just as Holi travelled across India and the world, perhaps Phool Dei should too.
For me, the children of Uttarakhand are my #MondayMotivation
@JioCare I paid in two instalments i.e. 1111 rs two times but only one instalment i got back. When I contacted your customer executives they did not co operate me.