Dr. Agarwal's Health Care Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Dr. Agarwal’s Health Care delivered robust Q3 and 9M FY26 results. For 9M, total income grew 20.8% to Rs.1,548 Cr, with PAT up 74.3% to Rs.118 Cr. Q3 income rose 21.9% to Rs.540 Cr and PAT by 55% to Rs.44 Cr, with EBITDA margins maintained at 28.4%.

The company expanded its network with 38 new facilities and plans 16 more, targeting 55-60 annual additions. Daily patient walk-ins increased 25%, driven by premiumization and high-end surgeries like robotic cataracts (+83% YoY). Management emphasized confidence in meeting guidance through aggressive expansion and operational efficiency, with new centers achieving faster breakeven. Ethiopia is seen as a high-potential organic growth market. Merger progress is ongoing.