Rainbow Childrens Medicare Ltd (BOM:543524)
₹ 1,537.6 -18.05 (-1.16%) Market Cap: 157.82 Bil Enterprise Value: 162.01 Bil PE Ratio: 54.70 PB Ratio: 9.47 GF Score: 90/100

Q4 2026 Rainbow Children's Medicare Ltd Earnings Call Transcript

May 25, 2026 / 04:30AM GMT

Key Points

Positve
  • Rainbow Childrens Medicare Ltd (BOM:543524) achieved its highest ever quarterly revenue with a 20% year-on-year growth.
  • The company added nearly 500 beds, marking the highest annual capacity addition in its history.
  • The newly commissioned hospitals in Bangalore and other locations are witnessing good patient traction.
  • Rainbow has been recognized as a Great Place to Work for the sixth time in seven years with a high employee satisfaction score of 90%.
  • The company maintains a strong balance sheet with a healthy liquidity position of INR594 crores, supporting ongoing capital expenditure and growth initiatives.
Negative
  • Occupancy for the quarter stood at 45.3%, which may indicate underutilization of the expanded capacity.
  • The mature hospitals experienced a decline in occupancy, attributed to weaker seasonal business.
  • International business faced challenges due to geopolitical situations, impacting patient inflow from regions like Bangladesh and Somalia.
  • The company is still working on standardizing quality across its network, as there are reported differences in patient experience between locations.
  • Despite significant capacity additions, the company faces challenges in improving occupancy and service mix across its network.
Operator

Ladies and gentlemen, good day, and welcome to Rainbow Children's Medicare Limited's Q4 FY26 Earnings Conference Call hosted by IIFL Capital Services Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Rahul Jeewani from IIFL Capital Services. Thank you, and over to you, Mr. Jeewani.

Rahul Jeewani
IIFL Finance Ltd - Analyst

Good morning, everyone. This is Rahul from IIFL Capital. I welcome you all to the fourth quarter earnings conference call of Rainbow Hospitals being hosted by IIFL. From Rainbow, we have with us today Dr. Ramesh Kancharla, Chairman and Managing Director; Mr. Abrarali Dalal, Group CEO; Mr. Vikas Maheshwari, Group CFO; and Mr. Saurabh Bhandari, Head of Investor Relations. Over to you, sir, for your opening comments.

Ramesh Kancharla;s Medicare Ltd;Chairman of the Board
Rainbow Children;Managing Director

'- -

Thank you, Rahul. Good morning, everyone, and thank you for joining us for

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