Dr Agarwals Health Care Ltd
Dr Agarwals Health Care Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Southern region remains the largest market, showing strong growth (22.2% YoY), with plans to add 17 new facilities in the next two quarters, reinforcing growth. H2 FY26 expected to be stronger than H1 in revenue and EBITDA, maintaining EBITDA margins around 26%-27%.
From Dr Agarwals Health Care Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Southern region remains the largest market, showing strong growth (22.2% YoY), with plans to add 17 new facilities in the next two quarters, reinforcing growth.
- Telangana has seen significant growth with 42% top-line and 44% EBITDA growth YoY, driven by same-store sales and new facilities.
- Mature facilities show healthy same-store sales growth around 13.4%-13.9%.
- Expansion into Tier 2 and Tier 3 cities is a key growth driver, supported by localized hiring, advanced technology, and strong branding.
- Over 30 new facilities planned across the country in coming quarters, targeting rapid penetration including Delhi-NCR.
- Surgery volumes increased 14.6% YoY in H1 FY'26, with cataract and refractive surgeries growing robustly.
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Profitability & Margins
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Capital Expenditure Plans
- Capex guidance for FY26 remains at INR 310 crores, plus INR 70 crores for flagship facilities.
- Planning to launch another 30 facilities in the next two quarters of FY26: 17 in South, 6 in West, 4 in North, and 4 in East regions.
- Continued investments in advanced technology and premium equipment such as robotic cataract systems (Femto Cataract) to drive premiumization.
- Expansion focus in high-potential underserved markets, especially in Karnataka, Andhra Pradesh, and Delhi-NCR.
- Recent facility relocations and upgrades, e.g., Whitefield Bangalore (upgraded from secondary to tertiary), intensify business contribution.
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Top-ranked in Healthcare Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
Dr Agarwals Health Care Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹564 Cr, net profit ₹50 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Dr Agarwals Health Care Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Dr Agarwals Health Care Ltd Q2 FY26 results?
Southern region remains the largest market, showing strong growth (22.2% YoY), with plans to add 17 new facilities in the next two quarters, reinforcing growth. H2 FY26 expected to be stronger than H1 in revenue and EBITDA, maintaining EBITDA margins around 26%-27%.
What is Dr Agarwals Health Care Ltd share price analysis?
Dr Agarwals Health Care Ltd currently shows a neutral. The stock trades at a P/E of 111.9 with a market cap of ₹16,519 Cr. Investors should review the full earnings analysis for detailed insights.
Is Dr Agarwals Health Care Ltd planning capital expenditure?
Capex guidance for FY26 remains at INR 310 crores, plus INR 70 crores for flagship facilities.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.