Jeena Sikho Lifecare Limited — Investor Meet, 26-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jeena Sikho Lifecare reported FY25 revenue of INR469 Cr, up 45% YoY, led by 83% growth in hospital services (INR253.8 Cr) and 16% in product sales (INR215.3 Cr). EBITDA rose 34% to INR125 Cr (27% margin) and PAT increased 31% to INR90.7 Cr (19.5% margin). Average beds rose to 2,173, with 650 more planned and a target of 3,000 by March 2026. Management is scaling bed capacity via partnerships with Ayurvedic colleges, reducing capex. April sales doubled to INR60 Cr, aided by higher occupancy and price hikes. OTC product launch delayed; new Ayurvedic products and water devices boosted product revenue. PAT margin guidance is 23-25% next year, focusing on services growth, geographic expansion, and higher bed utilization (target 60-70%). Dubai operations are breakeven in early stages. Outlook is optimistic with growth balanced by discipline.