Q2 2026 Narayana Hrudayalaya Ltd Earnings Call Transcript

Nov 17, 2025 / 09:30 AM GMT

Release Date Price: ₹2008.2 (+14.53%)

Transcript

Key Points

Positve

Narayana Hrudayalaya Ltd (BOM:539551) reported a significant 70% revenue growth in its Cayman operations, driven by strong performance in the insurance sector.
The company has seen a substantial increase in hospital discharges and outpatient services, indicating robust operational growth.
The India business reported a 20% EBITDA growth, showcasing strong profitability without the need for additional bed capacity.
The company is actively working on optimizing its payer and case mix, leading to improved revenue realizations.
Narayana Hrudayalaya Ltd (BOM:539551) is leveraging technology and digital transformation initiatives to enhance operational efficiencies and patient care.

Negative

The insurance business, while growing, has not yet reached a stable break-even point, with quarter-on-quarter volatility in underwriting performance.
The Mumbai hospital is still struggling to break even, with performance fluctuating and requiring strategic adjustments.
The international business, particularly in Bangladesh, is not a primary focus and is expected to be wound down over the next few years.
There are challenges in integrating new acquisitions, such as the UK operations, with uncertainties around the timeline for achieving meaningful contributions.
The company faces difficulties in reporting quarterly results promptly due to the complexity of consolidating international operations.

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

NARY.NS - Narayana Hrudayalaya Ltd
Q2 2026 Narayana Hrudayalaya Ltd Earnings Call
Nov 17, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone.

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Unidentified_2 [2]
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Recording.

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Unidentified_1 [3]
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Mr. Vishan Singh, and I welcome you all to the quarter 2 F 526 on his call of Naranhidara Limited to discuss our performance and address all your queries today. You send with us, Mr. Bren Shetty, our Vice Chairman, Doctor Emmanuel Rupert, our CEO and ND, Mr. Chandraja Raman, our group CFO,

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