Vaidya Sane Ayurved Laboratories Limited — Investor Meet, 20-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Vaidya Sane Ayurved Laboratories reported H2 FY26 revenue of 56.96 Cr (+18.37% YoY) and PAT of 4.15 Cr (+22.77% YoY). FY26 revenue reached 106.91 Cr (+18.89% YoY) with PAT of 8.99 Cr (+25.73% YoY). H2 EBITDA declined due to a new call center (0.5-0.6 Cr/month). The company is strategically shifting to higher-value disease reversal programs (0.05-0.06 Cr ARPU). Plans include expanding hospital beds to 250-300 by March 2027 and acquiring Parasnath Health Care (70 clinics, 14 Cr FY26 revenue, 1.1 Cr EBITDA). Management targets FY27 revenue of 170-180 Cr, and FY28 revenue of 250-300 Cr with 20%+ EBITDA margins, maintaining a confident outlook.