Unihealth Hospitals Limited — PPTs, 26-05-2025: Investor Presentation

1. Financial Highlights:

Unihealth’s total income rose 16% YoY to ₹33.15 Cr in H2 FY25. EBITDA was ₹11.91 Cr, with margins falling to 35.92% from 41.16%. Net profit zoomed 63% to ₹9.91 Cr, lifting net margin to 29.90%. For FY25, revenue grew to ₹58.41 Cr from ₹50.35 Cr, with EBITDA at ₹21.32 Cr and net profit ₹15.14 Cr, showing margin improvements. The balance sheet remains strong with net worth of ₹103.5 Cr and low debt (Debt-to-Equity 0.13). Cash flow turned negative due to investments and expansion.

2. Strategic Initiatives & Growth Drivers:

Unihealth is launching a 60-bed multi-specialty hospital in Navi Mumbai and plans 500+ additional beds in India (Nashik, Pune) and Tanzania in FY26. The asset-light model targets adding 1,000 beds in three years. It inaugurated Uganda’s first advanced IVF & ICSI center and is exploring medical consumable manufacturing in Tanzania along with expanding medical value travel partnerships, signaling diversification beyond core hospital services.

3. Business Developments:

Expansion continues with new clinics and hospitals in Uganda and Nigeria featuring modern infrastructure. Partnerships with Myanmar Airways (medical travel) and Fixderma India (skincare distribution in Africa) enhance Unihealth’s comprehensive healthcare ecosystem. The company also provides international consultancy, trading, and project management services in healthcare.

4. Market Position & Competitive Advantage:

Unihealth’s cross-border presence with 200+ beds in Africa and a growing India pipeline, combined with niche offerings like IVF, dialysis, and medical travel, creates scale and diversification benefits. Awards and pioneering efforts such as modular theatres and large private ICUs bolster its leadership in emerging healthcare markets.

5. Investor Implications:

Strong topline and profit growth coupled with capacity expansion and specialty services highlight positive growth potential. Asset-light expansions and new manufacturing ventures reduce capital strain. Execution risk lies in margin sustainability amid rapid scale-up and geographic diversification. Key value drivers to watch are operational ramp-up of new hospitals and medical travel partnerships. The company is well-positioned to capitalize on rising healthcare demand in India and Africa.