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Vaidya Sane

Q2 FY26Healthcare Equipment & Supplies

Vaidya Sane Q2 FY26 earnings call: Revenue & Margins

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

Price₹179
Market cap₹179 Cr
P/E19.9
Updated26 Aug 2026
Read4 min read

What the Q2 FY26 call signalled

5 of 5 strong

RevenueGood growth
MarginMargins up
CapexCapex planned
FundraiseFundraise planned
Order bookOrder book rising

The short version

FY '26 expected revenue: INR 115-120 crores. FY '26 revenue expected at INR 115-120 crores, with 20% growth and EBITDA margins around 17-18%.

From Vaidya Sane's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

Good growth
  • FY '26 expected revenue: INR 115-120 crores.
  • FY '27 projected sales: Around INR 180 crores; INR 50-55 crores from hospitals, INR 125-135 crores from clinics, with potential to surpass this figure.
  • FY '28 sales target: INR 280 crores planned, with aim to surpass and possibly reach INR 320-350 crores.
  • EBITDA margins expected to increase to 30%-35% by FY '28 if INR 280 crore turnover is achieved.
  • Revenue growth drivers include increased patient footfall in clinics, expansion of hospital bed capacity from current 110 beds to 350+ beds by FY '28.
  • Scale-up of Madhavprash sales from 15,000-20,000 units/month currently to target of 1 lakh units/month in next 24 months.

2 more points from Vaidya Sane's call on revenue

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Profitability & Margins

See what Vaidya Sane said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Current/future CAPEX plans:
  • Expansion of hospitals at Khopoli (100 extra beds) and Nagpur (80 beds) with an estimated investment of INR 25-30 crores.
  • Vadodara hospital expansion on a rental model; no construction CAPEX expected but installation costs applicable.
  • Ongoing construction started for Khopoli hospital expansion; Nagpur hospital CAPEX to commence in 3-4 months.
  • Capacity expansion at Nagpur hospital adding 5 beds, investment approx. INR 55 lakhs.
  • Launch of Urja Neuro Care facility focused on integrative neuro treatments, estimated cost about INR 1.8 crores.
  • Plans to increase bed capacity to around 350-370 beds in next 12-15 months.
  • Aim to have about 1000 beds nationwide in 2-3 years.
  • Strategic investments:
  • International expansion via collaboration with Maxura Healthcare in Malaysia to establish an Ayurvedic therapy center.

2 more points from Vaidya Sane's call on capex

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Top-ranked in Healthcare Equipment & Supplies

Ranked on what management guided this quarter

Guidance-ranked
1OSEL Devices
Rev 1Mar 3
Rev 1Mar 3
3
Rev 2Mar 1
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 Vaidya Sane said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Order book rising
The transcript does not explicitly mention current or expected order book or pending orders details. However, relevant points indicating future business and growth pipeline include: - Expansion plans for hospitals with an increase from 110 beds to approximately 350-370 beds in the next 12-15 months across Khopoli, Nagpur, Vadodara, and Vizag. - Targeting 1,000 beds nationwide in 2 to 3 years through organic expansion and franchise hospital upgrades. - Plans to add 40 to 50 new clinics in the current year and 70 to 80 clinics next year. - Ongoing construction and CAPEX of about INR 25-30 crores for capacity expansion at Khopoli and Nagpur hospitals.

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Frequently Asked Questions

What were Vaidya Sane Q2 FY26 results?

FY '26 expected revenue: INR 115-120 crores. FY '26 revenue expected at INR 115-120 crores, with 20% growth and EBITDA margins around 17-18%.

What is Vaidya Sane share price analysis?

Vaidya Sane currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 19.9 with a market cap of ₹179 Cr. Investors should review the full earnings analysis for detailed insights.

Is Vaidya Sane planning capital expenditure?

Current/future CAPEX plans: - Expansion of hospitals at Khopoli (100 extra beds) and Nagpur (80 beds) with an estimated investment of INR 25-30 crores. - Vadodara hospital expansion on a rental model; no construction CAPEX expected but installation costs applicable. - Ongoing construction started for Khopoli hospital expansion; Nagpur hospital CAPEX to commence in 3-4 months. - Capacity expansion at Nagpur hospital adding 5 beds, investment approx.

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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.