Q3 2026 Healthcare Global Enterprises Ltd Earnings Call Transcript
Key Points
- HealthCare Global Enterprises Ltd (NSE:HCG) reported a year-on-year revenue growth of 13.4% for Q3, demonstrating resilient demand for oncology care.
- The company achieved a 20% year-on-year growth in adjusted EBITDA, with margins expanding to 17.5% from 16.5% in the previous year.
- Digital revenue grew 26% year-on-year, indicating successful monetization of clinical strength through digital channels.
- The company is focused on sustainable oncology practices, launching a green radiation oncology initiative to reduce energy consumption.
- HealthCare Global Enterprises Ltd (NSE:HCG) plans to expand its capacity with new projects in North Bangalore and Whitefield, enhancing its clinical and technological differentiation.
- The South cluster experienced temporary disruptions due to state-sponsored scheme issues in Andhra Pradesh, impacting volumes.
- Gross profit margins have declined to 72% from previous levels of around 75%, influenced by a case mix change favoring medical oncology.
- The company maintains a conservative growth guidance of 15% despite potential for higher growth, citing competitive intensity and phased expansion.
- The impact of new CGHS norms and GST cuts on high-value chemotherapy drugs has been felt, though mitigated by internal initiatives.
- The company's medical tourism revenue is currently low at 3.5%, with plans to increase it to 7% over the next four years.
Ladies and gentlemen, good day, and welcome to the Healthcare Global Enterprises Limited earnings conference call. (Operator Instructions)
I now hand the conference over to Mr. Anoop Poojari from CDR India. Thank you, and over to you, sir.
Thank you. Good afternoon, everyone, and thank you for joining us on Healthcare Global Enterprises' Q3 and 9M FY26 Earnings Conference Call. We have with us Dr. Manish Mattoo, Executive Director and CEO of the company. We would like to begin the call with opening remarks from Manish, following which we'll have the forum open for an interactive question-and-answer session.
Before we start, I would like to point out that some statements made in today's discussion may be forward-looking in nature, and a disclaimer to this effect has been included in the earnings presentation shared with you earlier.
I would now like to invite Manish to make his opening remarks.
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