Q4 2026 Entero Healthcare Solutions Ltd Earnings Call Transcript
Key Points
- Entero Healthcare Solutions Ltd (NSE:ENTERO) achieved a 31.5% revenue growth on a like-for-like basis for FY26, surpassing their 30% target.
- The company expanded its EBITDA margin to 4% for the full year, an increase of 67 basis points year-on-year.
- Entero Healthcare Solutions Ltd improved its return on capital employed to 14.6% from 10.7% in FY25.
- The company successfully closed seven acquisitions during the year, including three in the MedTech segment, contributing significantly to their revenue.
- Entero Healthcare Solutions Ltd provided a clear guidance for FY27, aiming for a 23% revenue growth and a 5% EBITDA margin, indicating confidence in future performance.
- There was a significant increase in minority interest during Q4, which was attributed to an abnormal contribution from a subsidiary where Entero Healthcare Solutions Ltd holds a partial stake.
- The company's finance costs have risen and are expected to remain stable or increase slightly in the near term due to previous acquisitions.
- Depreciation costs have increased by approximately 50% sequentially, primarily due to new acquisitions in the MedTech segment.
- The working capital cycle improvement was mainly driven by an increase in the payable cycle rather than inventory or receivables management.
- The company is not planning any new acquisitions in the immediate future, which may limit growth opportunities compared to previous years.
Ladies and gentlemen, good day, and welcome to the Q4 and FY26 earnings conference call of Entero Healthcare Solutions Limited, hosted by DAM Capital Advisors Limited. (Operator Instructions) Please note that this conference call is being recorded. Before we proceed, this conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.
I now hand the conference over to Mr. Nitin Agarwal from DAM Capital Advisors. Thank you, and over to you, sir.
Thank you. Hi. Good morning, everyone, and a very warm welcome to Entero Healthcare Solutions Q4 F '26 Earnings Call hosted by DAM Capital Advisors Limited. On the call today, we have representing Entero Healthcare Solutions, Mr. Prabhat Agrawal, Managing Director and CEO; and Mr. Balakrishnan Natesan Kaushik, Group CFO.
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