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Rainbow Childrens Medicare Ltd

Q2 FY26Healthcare Services

Rainbow Childrens Medicare Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹1,249
Market cap₹12.7K Cr
P/E44.3
Updated16 Oct 2026
Read4 min read

The short version

Rainbow Children's Medicare Limited aims for a 20% CAGR revenue growth over the next 2.5 to 3 years, driven by significant capacity expansion including ~780 new beds. Rainbow Children’s Medicare targets around 20% CAGR revenue growth over the next 2.5 to 3 years, driven by capacity addition (~47% increase in beds), super-specialty enhancements, and acquisitions (Guwahati and Warangal).

From Rainbow Childrens Medicare Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • Rainbow Children's Medicare Limited aims for a 20% CAGR revenue growth over the next 2.5 to 3 years, driven by significant capacity expansion including ~780 new beds.
  • Growth is expected to be back-ended, with stronger performance in the second half due to ramp-up of acquisitions (Guwahati, Warangal) and new facilities (Rajahmundry, Bangalore).
  • Mature units are expected to stabilize at 8%-10% growth, while new units and acquisitions contribute higher growth.
  • Top-line growth targeting around 20% CAGR, factoring in both organic growth and M&A contributions.

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Profitability & Margins

See what Rainbow Childrens Medicare Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Planned capex of approximately INR 100 crores in H2 FY26.
  • Significant capex of roughly INR 600 crores anticipated over FY27 to FY29, including Pune, Coimbatore, and Gurgaon projects.
  • Gurgaon project involves adding ~450 beds; land and building owned, with construction costing around INR 1.5 billion plus. Already INR 180 crores spent on land and INR 20–30 crores on preliminary work.
  • Pending projects at Hennur and Electronic City in Bangalore alongside Gurugram construction continuing.
  • Capex to be funded through internal accruals and current net cash position (~INR 555.8 crores as of Sept 30, 2025) without any debt financing.

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Top-ranked in Healthcare Services

Ranked on what management guided this quarter

Guidance-ranked
Rev 1Mar 1
2Apollo Hospitals
Rev 2Mar 3
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Rainbow Childrens Medicare Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • Rainbow Children's Medicare Limited expects to spend close to INR 100 crores in H2 FY26 for ongoing projects.
  • For Pune and Coimbatore projects over the next three years, the company plans a budget of roughly INR 600 crores.
  • Pending projects include Hennur and Electronic City in Bangalore, along with the Gurugram project where work is ongoing.

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Rainbow Childrens Medicare Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹460 Cr, net profit ₹78 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Rainbow Childrens Medicare Ltd Q2 FY26 results?

Rainbow Children's Medicare Limited aims for a 20% CAGR revenue growth over the next 2.5 to 3 years, driven by significant capacity expansion including ~780 new beds. Rainbow Children’s Medicare targets around 20% CAGR revenue growth over the next 2.5 to 3 years, driven by capacity addition (~47% increase in beds), super-specialty enhancements, and acquisitions (Guwahati and Warangal).

What is Rainbow Childrens Medicare Ltd share price analysis?

Rainbow Childrens Medicare Ltd currently shows a neutral. The stock trades at a P/E of 44.3 with a market cap of ₹12,682 Cr. Investors should review the full earnings analysis for detailed insights.

Is Rainbow Childrens Medicare Ltd planning capital expenditure?

Planned capex of approximately INR 100 crores in H2 FY26. - Significant capex of roughly INR 600 crores anticipated over FY27 to FY29, including Pune, Coimbatore, and Gurgaon projects. - Gurgaon project involves adding ~450 beds; land and building owned, with construction costing around INR 1.5 billion plus.

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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.