Krishna Institute of Medical Sciences Limited — Investor Meet, 14-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

KIMS Hospitals Q2 FY26: Revenue up 23.3% YoY to 965 Cr, but EBITDA dipped 6.7% to 208 Cr (21.6% margin) and PAT at 72 Cr. Margin squeeze attributed to new hospitals (Thane, Bangalore) not yet at breakeven. Management aims for breakeven at new units within 12 months, guiding for margin improvement from Q1 FY27. Strong operational performance: IP/OP volumes grew, new tech deployed (robotic guidance, XR lab), and specialty units launched. Confidence high on new facility ramp-up, leveraging affordable pricing for volume growth. CGHS price hike expected to provide Q4 FY26 boost.