Nephrocare Health Services Limited — PPTs, 19-05-2026: Investor Presentation

Here's a summary of NephroPlus' investor presentation:

**Business Performance:**

NephroPlus saw robust growth in FY26, with revenue increasing 32.2% YoY to ₹ 998.8 Cr. This was driven by a 16.6% increase in treatment volumes and a favorable shift towards international markets which offer higher revenue per treatment. International revenue share grew to 41.8% from 31.8% in FY25. Adjusted EBITDA rose 37.6% YoY to ₹ 238.1 Cr.

**Growth Drivers or Strategy:**

The company is focused on consolidating its leadership in India through an asset-light model and expanding its presence in the Philippines, Uzbekistan, and Saudi Arabia. Digital innovation, including the AI-powered Reformmed.AI platform, is also a key strategy to improve operational efficiency.

**Recent Developments:**

NephroPlus continues to expand its global footprint, with new centers added in the Philippines and Uzbekistan during Q4 FY26. They also obtained a home dialysis license in Saudi Arabia.

**Key Financial Metrics:**

FY26 Revenue: ₹ 998.8 Cr (+32.2% YoY)

FY26 Adjusted EBITDA: ₹ 238.1 Cr (+37.6% YoY)

FY26 Adjusted PAT: ₹ 128.3 Cr (+74.6% YoY)

**Management Commentary / Outlook:**

Management anticipates continued growth driven by increasing CKD burdens globally, particularly due to diabetes and hypertension. They are focused on scaling their India presence, expanding internationally, and leveraging technology to enhance clinical and operational efficiency, aiming to sustainably create value for stakeholders.