Medi Assist Healthcare Services Ltd (NSE:MEDIASSIST)

Q1 2027 Medi Assist Healthcare Services Ltd Earnings Call Transcript

Aug 9, 2026 / 03:00 AM GMT

Release Date Price: ₹353 (-3.27%)

Transcript

Key Points

Positve

Group revenue grew 25.5% YoY with premiums up 29.5%, and group market share reached 37.6%.
Technology SaaS revenue surged 55.5% YoY, now contributing 3.3% of consolidated revenue.
EBITDA margin improved consistently over the last four quarters, from 17.1% to 20.3%.
Paramount integration is near completion, with over 95% of group claims and 80% of retail claims migrated to the Matrix platform.
The company remains debt-free with a strong cash position of INR 245.5 crore and net worth of INR 334.1 crore.

Negative

Group retention rate dropped to 90.2% due to post-acquisition transition and portfolio rationalization.
International business revenue declined 5.2% YoY, impacted by softness in student, leisure, and marine volumes.
Operating EBITDA margin of 20.3% is still below the historical 23% level, with recovery expected only by end of FY27.
Government business growth, while strong, may pose working capital risks, though management downplays this.
The company faces competitive pressure from insurers moving TPA operations in-house, though it mitigates via technology offerings.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MEDA.NS - Medi Assist Healthcare Services Ltd
Q1 2027 Medi Assist Healthcare Services Ltd Earnings Call
Aug 10, 2026 / 03:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the MediAssist Healthcare Services Limited Q1 F5/27 Earnings Conference Call.

As a reminder, all participle lines will remain in the listen-only mode and there will be an opportunity for you to ask questions after the management's opening remarks.

Should you need assistance during the conference call, please signal the operator by pressing then 0 on your touchtone telephone.

Please note that this conference is being recorded.

I will now hand the conference over to Mr. Sunil Paul from Ernst & Young.

Thank you, and over to you.

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