Rainbow Childrens Medicare Limited — Investor Meet, 20-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rainbow Children's Medicare reported Q2 FY26 revenue of ₹445 Cr (+6.5% YoY) and EBITDA of ₹149 Cr (+1% YoY), with PAT at ₹76 Cr (-4% YoY). Operational softness was attributed to low seasonal illnesses, resulting in 52% occupancy. Management expects this to be temporary.

Key updates include integrating Warangal & Guwahati acquisitions, commissioning Rajahmundry, and nearing launch of Bangalore spokes. Abrarali Dalal appointed Group CEO. The company has ₹555.8 Cr net cash and targets ~20% revenue CAGR over 2-3 years, driven by expansion. ~₹600 Cr capex is planned over three years for new projects. Management is confident in strategic growth.