Dr Agarwals Health Care Ltd
Dr Agarwals Health Care Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Dr. The company aims to add 55 to 60 new facilities annually, expanding its network by about 20% each year, supporting revenue growth. - Facilities in core markets breakeven within 6-7 months; newer regions take 15-18 months; blended average breakeven within 12 months, enhancing profitability. - Same-store sales growth is strong at 13.5%, indicating healthy organic growth. - EBITDA margins have been maintained at approximately 28.4%-28.5% despite rapid expansion, suggesting operational efficiency. - Profit After Tax (PAT) grew 74.3% YoY to Rs.
From Dr Agarwals Health Care Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Dr. Agarwal’s Health Care Limited plans to add 55 to 60 new facilities annually, aiming to increase network size by roughly 20% each year.
- Same-store sales growth is strong, exceeding 13.5%, reflecting healthy organic growth.
- Surgical services continue to be the main revenue driver, with 67% contribution to group revenue.
- High-end cataract surgeries contribute around 28% of overall cataract surgery revenue, indicating premiumization.
- Volume growth and value growth both contribute approximately equally (~6.5% each) to overall growth.
- Newer centers take about 15-18 months to break even, while core market facilities break even in 6-7 months, averaging about 12 months overall.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Dr Agarwals Health Care Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Annual addition of 55 to 60 new facilities planned, with network growth targeted at ~20% per year.
- CAPEX per facility type:
- Surgical secondary facility: Rs. 5.5 to 6 crores
- Tertiary facility: Rs. 11 to 12 crores
- Primary facility: ~Rs. 35 lakhs
- Ethiopia subsidiary: Exploring entry with organic growth; feasibility study ongoing with no CAPEX estimates yet; funding fully by Orbit entity.
- Subsidiary facility (Cathedral Road): CAPEX spend Rs. 35 crores out of Rs. 70 crores committed; licensing and approvals expected by Q2 FY2027.
2 more points management made on capital expenditure plans
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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
See what Dr Agarwals Health Care Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on 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 Agarwal's Hea's management said in earlier quarters
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Frequently Asked Questions
What were Dr Agarwals Health Care Ltd Q3 FY26 results?
Dr. The company aims to add 55 to 60 new facilities annually, expanding its network by about 20% each year, supporting revenue growth. - Facilities in core markets breakeven within 6-7 months; newer regions take 15-18 months; blended average breakeven within 12 months, enhancing profitability. - Same-store sales growth is strong at 13.5%, indicating healthy organic growth. - EBITDA margins have been maintained at approximately 28.4%-28.5% despite rapid expansion, suggesting operational efficiency. - Profit After Tax (PAT) grew 74.3% YoY to Rs.
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?
Annual addition of 55 to 60 new facilities planned, with network growth targeted at ~20% per year. - CAPEX per facility type: - Surgical secondary facility: Rs.
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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.