Vaidya Sane Ayurved Laboratories Limited — PPTs, 06-11-2025: Investor Presentation

Here is a concise summary of the investor presentation:

1. **Business Performance:** Madhavbaug reported strong H1 FY26, with revenue up 19.5% YoY to ₹49.94 Cr. Growth stemmed from increased patient engagement and robust wellness product sales. The company offers non-invasive Ayurvedic treatments for chronic conditions, operating 320 clinics and 4 hospitals.

2. **Growth Drivers or Strategy:** Strategy involves expanding its network, aiming for 50 new franchisee clinics and one hospital. Digital initiatives, doctor outreach, online distribution, and marketing are key. Madhavbaug targets 1,000 clinics, 10 hospitals, and 5,000 OPDs by 2028.

3. **Recent Developments:** Highlights include opening its fourth hospital in Vadodara (35 beds). Nagpur hospital capacity expanded by 5 beds, and a new 'Urja Neuro Care' facility was approved (₹1.8 Cr). The company also started its first international partnership with Maxura Healthcare in Malaysia.

4. **Key Financial Metrics:** For H1 FY26, EBITDA jumped 49.6% YoY to ₹8.62 Cr (17.26% margin). PAT rose 28.3% YoY to ₹4.84 Cr (9.68% margin), with Basic EPS at ₹4.56.

5. **Management Commentary / Outlook:** Management anticipates sustainable growth and improved profitability in H2 FY26 and beyond. This is driven by a scalable model and growing acceptance of Ayurvedic therapies, with focus on innovation and network expansion.