Krishna Institute of Medical Sciences Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

KIMS Hospital reported Q1 FY26 revenue up 26.8% YoY to INR879 Cr, and EBITDA up 8.5% to INR200 Cr, with margins at 22.7%. PAT declined to INR85 Cr. Net debt stands at INR2,020 Cr. New units caused INR21 Cr in Q1 losses, projected at INR20-25 Cr for Q2, but breakeven is targeted within 12 months for Bangalore and sooner for other units. Management guides for 22-25% EBITDA margins this fiscal. Mature clusters like Telangana and Andhra expect 5-6% volume and 4-5% ARPOB growth, with overall ARPOB aiming for INR50-55k. O&M contracts are performing well. Management is confident in growth and operational execution.