Yatharth Hospital & Trauma Care Services Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Yatharth Hospitals reported robust Q1 FY26: Revenue Rs. 257.8 Cr, Net Profit Rs. 42.0 Cr, and EBITDA Rs. 64.5 Cr (25% margin). Greater Faridabad turned net profit positive in just one year. New Delhi (opened July) and Faridabad (opening late August) hospitals, adding ~700 beds, are poised to accelerate growth from Q2. Management expects ~24% EBITDA margin for FY26 and targets 8-10% ARPOB growth. Strategic expansion in North India aims for ~1,200 new beds over three years, with a ~Rs. 1,400-1,500 Cr CAPEX. Debt-free with Rs. 300 Cr cash, funding growth internally. The outlook is confident, emphasizing operational excellence.