Q4 2025 Narayana Hrudayalaya Ltd Earnings Call Transcript

May 27, 2025 / 09:30 AM GMT

Release Date Price: ₹1742.6 (-1.93%)

Transcript

Key Points

Positve

Narayana Hrudayalaya Ltd (BOM:539551) has seen strong growth in its Cayman business, with new departments like urgent care and women's health contributing positively.
The company has achieved a 45% margin in its Cayman operations, indicating strong financial performance.
Narayana Hrudayalaya Ltd (BOM:539551) is focusing on organic growth through improved throughput and higher order procedures, which has sustained growth without adding new capacity.
The company has a strong technology platform that enhances operational efficiency, allowing it to perform tasks with fewer resources.
Narayana Hrudayalaya Ltd (BOM:539551) has a low debt-to-equity ratio, providing significant headroom for future borrowing if needed.

Negative

The Indian business faces challenges with clinic and insurance losses, which are expected to grow as the company expands its clinic portfolio.
There is a temporary increase in working capital days due to delayed payments from government payers, impacting cash flow.
The company is experiencing a decline in international patient revenue, particularly from Bangladesh, which may continue to decrease.
Narayana Hrudayalaya Ltd (BOM:539551) has not added significant new bed capacity in recent years, which may limit growth potential until new facilities are operational.
The company faces challenges in retaining high-quality staff due to increasing competition in the healthcare sector.

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

NARY.NS - Narayana Hrudayalaya Ltd
Q4 2025 Narayana Hrudayalaya Ltd Earnings Call
May 27, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Can I welcome you all to the 5,251 is call of Naana Limited to discuss our performance and address all your queries today, we have, we also have with us Mr. Brin Shetty, our Vice Chairman, Doctor Emanuel Rupert, our CEO and MD, Mr. Sanjaraman, our group CFO, Mr. Beengash, our group COO, Doctor Shetty, MD of our overseas subsidiary HCCI, Mr.

W Vishan, the CEO of NHIC, and Vijay Agarwal, senior manager in the function.

Before we proceed with this call, we would like to remind everyone that the call is being recorded, and the transcript of the same shall be made available on the website as well as on the stock exchange later. We would also like to remind you that everything that is being said on this call that

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