Global Health Ltd
Global Health Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Developing hospitals (Lucknow, Patna) are showing strong growth with income up 28% in 9 months (excluding Noida) and margin expansion from 30% to 31.1%. Developing hospitals like Lucknow and Patna are showing strong double-digit revenue and EBITDA growth, with Lucknow margins improving by over 150 bps YoY and stable Patna margins. - Medanta Noida is in ramp-up phase; EBITDA losses are near peak with steady improvement expected, but no specific breakeven guidance provided. - ARPOB growth is expected to moderate to single digits (5%-7% annually) in the next 2-3 years, lower than past double-digit growth. - CAPEX is projected around Rs.
From Global Health Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Developing hospitals (Lucknow, Patna) are showing strong growth with income up 28% in 9 months (excluding Noida) and margin expansion from 30% to 31.1%.
- Noida hospital is ramping up as per expectations, with better volume growth since December and plans to add 200 more beds, expected to scale efficiently.
- Overall inpatient volumes in developing hospitals increased by 27% YoY, with occupancy at 62% and ARPOB rising 8% to Rs.56,853.
- Brownfield expansions potential includes 496 beds across Lucknow, Patna, and Noida, driving medium-term growth with minimal capex.
- New specialties and complex work like robotic surgery are being added, contributing to incremental revenue.
2 more points from Global Health Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Global Health Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Global Health Limited plans a CAPEX of approximately Rs. 1,000 crores for the next fiscal year (FY27), part of a broader Rs. 3,000 crores investment over five years.
- The bulk of recent CAPEX was directed toward the Noida facility, with Rs. 600-700 crores spent last year.
- FY27 CAPEX is expected to be lower than Rs. 1,000 crores, possibly below Rs. 500 crores, as many new projects are in early stages and major spending is back-ended 2-3 years out.
- Incremental capital spending in older units will focus on maintenance and margin improvements, particularly in Noida.
2 more points from Global Health Ltd's call on capex
Pro opens every point from 15K+ earnings calls
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
See what Global Health Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Global Health Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.2K Cr, net profit ₹142 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Global Health Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
Others in Healthcare Services this season
- Vijaya Diagnostic Centre Ltd (Q3 FY26)
FY '27 capex of INR 100-120 crores planned, supporting network expansion (Page 5). Key concall takeaways from Vijaya Diagnost.'s Q3 FY26 earnings call — and…
- Aster DM Quality Care Ltd (Q3 FY26)
Mature hospitals show steady revenue growth of 14%, hospitals 3-7 years old growing at 10%, and new assets under 3 years growing at 19%. Key concall takeaways…
- Chandan Healthcare Ltd (Q3 FY26)
The company plans to open 100 new labs within three years, with an overall capex of INR100 crores for this expansion. Key concall takeaways from Chandan…
- Rainbow Childrens Medicare Ltd (Q3 FY26)
Revenue growth for the quarter was 12% YoY; 9% for the first 9 months of the financial year. Key concall takeaways from Rainbow Childrens Medicare Ltd's Q3…
Arthneeti Pro · Annual
Global Health Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Global Health Ltd Q3 FY26 results?
Developing hospitals (Lucknow, Patna) are showing strong growth with income up 28% in 9 months (excluding Noida) and margin expansion from 30% to 31.1%. Developing hospitals like Lucknow and Patna are showing strong double-digit revenue and EBITDA growth, with Lucknow margins improving by over 150 bps YoY and stable Patna margins. - Medanta Noida is in ramp-up phase; EBITDA losses are near peak with steady improvement expected, but no specific breakeven guidance provided. - ARPOB growth is expected to moderate to single digits (5%-7% annually) in the next 2-3 years, lower than past double-digit growth. - CAPEX is projected around Rs.
What is Global Health Ltd share price analysis?
Global Health Ltd currently shows a neutral. The stock trades at a P/E of 66.2 with a market cap of ₹37,919 Cr. Investors should review the full earnings analysis for detailed insights.
Is Global Health Ltd planning capital expenditure?
Global Health Limited plans a CAPEX of approximately Rs.
Keep Global Health Ltd on your radar — track it to get its next earnings analysis in your feed.
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.