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Rainbow Children's Medicare Q3 FY26 Revenue Up 21% YoY; OP Consultations Surge 18%
Rainbow Children's Medicare reported a robust 21.2% YoY growth in operating revenue for Q3 FY26, reaching ₹4,057 million. The company witnessed strong volume growth with out-patient consultations increasing by 18% and in-patient discharges by 9%. Expansion remains a key theme, with three new hospitals operationalized in Warangal, Guwahati, and Rajahmundry during the fiscal year. While EBITDA grew 14.3% to ₹1,313 million, overall occupancy moderated to 47.2% due to the significant addition of new capacity beds.
Key Highlights
Operating Revenue increased 21.2% YoY to ₹4,057 million in Q3 FY26.
EBITDA stood at ₹1,313 million, up 14.3% YoY, with a margin of 32.4%.
Out-patient consultations grew 18% YoY to 4,17,342; In-patient discharges rose 9% to 27,977.
ARPOB (Average Revenue Per Occupied Bed) improved by 9% YoY to ₹58,362.
Total capacity beds reached 2,285 following the addition of hospitals in Warangal, Guwahati, and Rajahmundry.
💼 Action for Investors
Investors should monitor the occupancy levels and margin stabilization as the newly added hospitals move through their gestation periods. The strong growth in OP consultations and ARPOB suggests healthy underlying demand for specialized pediatric services.
Rainbow Children’s Q3 Revenue Up 11.9% YoY to ₹445 Cr; Focus Shifts to Execution
Rainbow Children’s Medicare reported a steady Q3 FY26 with revenue growing 11.9% YoY to ₹4,454 Mn and PAT increasing 7.2% to ₹739 Mn. While operational capacity expanded by 18% to 2,285 beds, occupancy rates dipped to 47.19% from 53.20% YoY due to the rapid addition of new units in Rajahmundry and Bengaluru. The company has largely completed its current expansion cycle and is now focusing on operational excellence and ramping up occupancy in new facilities. A strong cash position of ₹5,792 Mn supports future growth and ongoing projects in Gurugram and Pune without external debt.
Key Highlights
Revenue grew 11.9% YoY to ₹4,454 Mn, while EBITDA margins remained healthy at 33.0%.
Operational beds increased by 15% to 1,758, though occupancy fell 601 bps to 47.19% due to new capacity additions.
ARPOB (Average Revenue Per Occupied Bed) improved by 9% YoY to ₹58,362.
Commissioned two new hospitals in Rajahmundry (100 beds) and Electronic City, Bengaluru (90 beds).
Maintains a robust cash and investment balance of ₹5,792 Mn as of December 31, 2025.
💼 Action for Investors
Investors should monitor the occupancy ramp-up in newly commissioned units, as the shift from expansion to execution is expected to drive margin improvement. The company's ability to fund large-scale expansions in NCR and Pune through internal accruals remains a significant long-term positive.
Rainbow Children's Medicare Grants 1 Lakh Stock Options Under ESOP 2025
Rainbow Children's Medicare Limited has announced the grant of 1,00,000 stock options to eligible employees under its Employee Stock Option Scheme 2025. Each option is exercisable into one equity share of face value ₹10 at a discount of up to 20% on the market price as of January 27, 2026. The company also noted the cancellation of 6,430 previously granted options from July 2025 due to employee exits. This move is part of the company's long-term strategy to retain and incentivize talent.
Key Highlights
Grant of 1,00,000 stock options convertible into an equal number of equity shares
Exercise price set at a maximum discount of 20% on the NSE closing price of Jan 27, 2026
Vesting period ranges from a minimum of 1 year to a maximum of 10 years from the grant date
Vested options must be exercised within a maximum of 2 years from the date of vesting
Cancellation of 6,430 stock options previously granted in July 2025 due to employee attrition
💼 Action for Investors
This is a routine administrative update regarding employee compensation and involves minimal equity dilution. No immediate action is required as the impact on share value is negligible.
Bohra Industries: Mark AB Capital Becomes Promoter; Krishna Agarwal Reclassified to Public
Bohra Industries has announced a formal change in its promoter structure following the completion of an open offer by Mark AB Capital Private Limited. Krishna Agarwal, holding 10,98,239 shares (4.73% stake), has been reclassified from the 'Promoter' category to 'Public' category. Mark AB Capital is now officially recognized as the new promoter of the company. This transition follows the open offer completed on August 13, 2025, and adheres to SEBI's regulatory requirements for reclassification.
Key Highlights
Mark AB Capital Private Limited is now the official Promoter of Bohra Industries following an Open Offer.
Krishna Agarwal reclassified to Public category with a 4.73% stake (10,98,239 shares).
The reclassification is effective immediately as per SEBI Regulation 31A(10).
The outgoing promoter will have no board representation or KMP roles for at least three years.
Company confirms compliance with Minimum Public Shareholding (MPS) requirements.
💼 Action for Investors
Investors should monitor the new promoter's strategic plans and any potential changes in the company's operational management. The formalization of this leadership shift may lead to new growth initiatives or structural changes.
Rainbow Children's Medicare Launches 90-Bed Hospital in Bengaluru; Total Capacity at 2,375 Beds
Rainbow Children’s Medicare Limited (RCML) has inaugurated a new 90-bed spoke hospital in Electronic City, Bengaluru, increasing its total capacity to approximately 2,375 beds. The project, costing approximately ₹55 crore, was funded entirely through internal accruals, demonstrating strong cash flow management. This facility marks the company's fifth hospital in Bengaluru and will operate under the hub-and-spoke model linked to the Marathahalli hub. This expansion targets a high-growth corridor with a young population, enhancing the company's footprint in a key focus market.
Key Highlights
New 90-bed spoke hospital launched in Electronic City, Bengaluru, increasing total capacity to ~2,375 beds.
Total project investment of approximately ₹55 crore financed through internal accruals.
Strengthens the hub-and-spoke model in Bengaluru, serving as a spoke to the Marathahalli hub.
Company occupancy stood at 46.3% in Q2 FY 2025-26 prior to this addition.
The facility offers comprehensive pediatric and perinatal services, including neonatal and pediatric intensive care.
💼 Action for Investors
The expansion is a positive indicator of the company's growth strategy and ability to scale using internal funds. Investors should monitor the occupancy ramp-up at the new facility to assess its impact on future earnings.