Narayana Hrudaya
Narayana Hrudaya Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company aspires to sustain growth through throughput and efficiency improvements, aiming to maintain past growth momentum (around 10-15% annually), though no definitive forward guidance is given. The company aspires to improve profitability every year but does not provide explicit forward guidance on earnings or profit growth.
From Narayana Hrudaya's Q4 FY25 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- The company aspires to sustain growth through throughput and efficiency improvements, aiming to maintain past growth momentum (around 10-15% annually), though no definitive forward guidance is given.
- Expansion plans include new facilities in Kolkata, Raipur, Shimoga, and exploration of other markets with strong presence for organic growth.
- Oncology and orthopedics are growing roughly at 20-25%; cardiac business expected to maintain 25-30% growth over three years.
- India business projected to grow ~14-15% standalone, excluding international patient flows.
- International patient revenue has bottomed out and expected to decline to zero, impacting margins positively due to higher domestic realization.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Narayana Hrudaya said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY26 capex guidance is around INR 400-450 crores excluding replacement costs; INR 425 crores projected spend (Page 15).
- Capex is split between regular maintenance/replacement (~INR 300 crores) and new greenfield/brownfield capacity (~INR 450 crores) with some variability based on construction progress (Page 12 & 15).
- Capex amounts are based on committed projects; delays or opportunities may push spends to FY27/FY28 (Page 15).
- Debt will fund about 60-65% of total capex, with remaining funded from internal resources (Page 16 & 13).
- Large cash corpus (~INR 1,600 crores) can be used for new projects or repayment of high-interest loans (Page 16).
2 more points management made on capital expenditure plans
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 Narayana Hrudaya said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Narayana Hrudaya — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.6K Cr, net profit ₹224 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Narayana Hrudayalaya Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Narayana Hrudaya Q4 FY25 results?
The company aspires to sustain growth through throughput and efficiency improvements, aiming to maintain past growth momentum (around 10-15% annually), though no definitive forward guidance is given. The company aspires to improve profitability every year but does not provide explicit forward guidance on earnings or profit growth.
What is Narayana Hrudaya share price analysis?
Narayana Hrudaya currently shows a neutral. The stock trades at a P/E of 43.0 with a market cap of ₹37,108 Cr. Investors should review the full earnings analysis for detailed insights.
Is Narayana Hrudaya planning capital expenditure?
FY26 capex guidance is around INR 400-450 crores excluding replacement costs; INR 425 crores projected spend (Page 15).
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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.