Global Health Limited — PPTs, 14-05-2026: Investor Presentation

**Medanta (Global Health Ltd) Q4 & FY26 Performance:**

**1. Business Performance:**

FY26 Total Income jumped 19.6% to 4,508.9 Cr. EBITDA (ex-Noida) grew 18.6% to 1,134.3 Cr, with PAT up 15.1% to 554.1 Cr. Q4 FY26 saw record revenue of 1,195.8 Cr (+25.3% YoY) and EBITDA (ex-Noida) surging 27.0% to 314.2 Cr. PAT jumped 39.7% to 141.7 Cr. Strong inpatient/outpatient volumes (+16%/+18.7% FY) and ARPOB growth drove results. Noida's FY26 loss was 78.3 Cr, but Q4 losses narrowed to 23.6 Cr, signaling improving momentum.

**2. Growth Drivers & Strategy:**

Medanta is rapidly expanding, adding 623 beds in FY26 (Noida, Patna, Ranchi). New projects include 400-bed hospitals in Guwahati and Varanasi, plus an 80-bed cancer unit in Indore (Q2 FY27). The company is investing ~4,500 Cr over five years for further expansion, including new facilities in Mumbai and Delhi, and onboarding over 550 doctors in FY26.

**3. Recent Developments:**

The Noida hospital is now fully operational. Medanta Gurugram was recognized as a top 110 global hospital. Medanta Lucknow achieved JCI accreditation. A final dividend of INR 0.50 per share was declared.

**4. Key Financial Metrics (FY26):**

* Revenue: 4,508.9 Cr (+19.6% YoY)

* EBITDA (ex-Noida): 1,134.3 Cr (+18.6% YoY)

* PAT: 554.1 Cr (+15.1% YoY)

* Occupancy: ~62%

* ARPOB: INR 66,550 (+6.1% YoY)

**5. Management Commentary / Outlook:**

Management highlights a strong foundation for sustainable growth and a well-capitalized balance sheet for expansion. Noida's operational losses are expected to continue declining.