Rainbow Childrens Medicare Limited — Investor Meet, 31-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rainbow Children's Medicare reported Q4 revenue growth of 8.5% to ₹370.1 Cr, EBITDA up 8.7% to ₹114.7 Cr, and PAT rose 10.7% to ₹56.5 Cr. Full-year revenue reached ₹1,515.9 Cr (+16.9%), EBITDA ₹489.9 Cr (+14.2%) with a 32.3% margin, and PAT ₹244 Cr (+11.9%). Occupancy was 46.5%, with mature hospitals at 52.2%. New hospitals added 280 beds last year, with EBITDA drag expected to breakeven by FY26. IVF services, present in 12 hospitals, grew ~70% YoY, contributing ~2.9% to revenue. Expansion plans include 250 new beds in Rajahmundry and Bengaluru, with Gurgaon projects due by FY28. Management focuses on pediatric care, steady maternity/fertility growth, and maintaining cash (~₹700 Cr) to fund capex without debt. Competitive intensity is manageable, emphasizing quality and community presence.