Rainbow Childrens Medicare Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rainbow Hospitals (RAINBOW) saw Q1 FY26 revenue up 7% to INR 353 Cr, with EBITDA growing 11% to INR 103.6 Cr (29.4% margin) and PAT jumping 35% to INR 53.8 Cr. Occupancy was 40.2%. While outpatient volumes rose 6%, inpatient and deliveries slightly declined due to seasonal softness. Management highlights strong growth in new hospitals and high-value services like pediatric specialties. Strategic expansion includes acquiring Warangal (100 beds) and new greenfield projects in Pune (150 beds), Bengaluru (150 beds), and Gurugram (450 beds), with 50%+ asset-light. FY26 revenue growth is projected in the late teens to 20%. The company maintains a robust net cash position of INR 735 Cr.