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Yatharth Hospital Q3 FY26 Revenue Surges 46% YoY to INR 321 Cr; New Units Scale Rapidly
Yatharth Hospital reported its highest-ever quarterly revenue of INR 3,205 million, marking a robust 46% YoY growth driven by existing facilities and a rapid scale-up of new hospitals in Delhi and Faridabad. The company achieved an adjusted EBITDA margin of 29.2% and a Net Profit of INR 431 million, up 41% YoY. Management highlighted that new facilities in Delhi and Faridabad Sector-20 contributed 9% to group revenue in their first full quarter with ARPOBs exceeding the group average. With the integration of the Agra hospital in February 2026 and a roadmap to reach 5,000 beds, the company maintains a strong growth trajectory.
Key Highlights
Consolidated revenue grew 46% YoY to INR 3,205 million, with existing hospitals growing 33% YoY.
New Delhi and Faridabad Sector-20 hospitals generated INR 279 million in their first full quarter of operations.
Group ARPOB increased 10% YoY to INR 33,744, with Noida Extension reaching a record INR 44,000.
Net Profit (PAT) increased 41% YoY to INR 431 million, while adjusted PAT surged 80% YoY.
Maintains a strong balance sheet with a net cash position of approximately INR 200 crores as of December 31, 2025.
💼 Action for Investors
Investors should monitor the successful integration of the Agra facility and the company's progress toward reducing government business mix to below 30%. The rapid breakeven of new units and aggressive expansion plans make it a high-growth contender in the regional healthcare space.
Yatharth Hospital Q3 FY26: Revenue Jumps 46% to ₹320 Cr, PAT Rises 41% to ₹43 Cr
Yatharth Hospital delivered a strong performance in Q3 FY26, with revenue growing 46% YoY to ₹3,205 million and PAT increasing 41% to ₹431 million. Operational efficiency improved as occupancy reached 67% and ARPOB grew 10% to ₹33,744. The company successfully ramped up its new Delhi and Faridabad facilities, which contributed 9% to the total revenue. Additionally, the integration of the newly acquired 250-bed Agra hospital from February 2026 is expected to be immediately accretive to the bottom line.
Key Highlights
Revenue grew 46% YoY to ₹3,205 mn and EBITDA increased 35% YoY to ₹742 mn in Q3 FY26.
Adjusted EBITDA margin (excluding new hospital ramp-up losses) stood at a robust 29.2%.
Occupancy improved to 67% from 56% YoY, while ARPOB increased 10% YoY to ₹33,744.
New Delhi and Faridabad Sec-20 hospitals generated ₹279 mn revenue in their first full quarter of operations.
Integrated a 250-bed Agra hospital on Feb 1, 2026, acquired for ₹260 Cr to expand the UP footprint.
💼 Action for Investors
The stock remains a strong growth play in the healthcare sector given its successful M&A execution and rapid ramp-up of new beds. Investors should monitor the margin trajectory as new hospitals reach optimal utilization.
Yatharth Hospital Q3 FY26: Revenue Surges 46% YoY to Rs 321 Cr, PAT Up 41%
Yatharth Hospital reported a robust performance for Q3 FY26, with revenue growing 46% YoY to Rs 3,205 million and PAT increasing 41% to Rs 431 million. The growth was significantly bolstered by newly operational hospitals in New Delhi and Faridabad, which contributed 9% of total revenue in their first full quarter. While reported EBITDA margins dipped to 23.2% due to initial ramp-up costs, the adjusted EBITDA margin stood at a strong 29.2%. The company also achieved a 10% YoY improvement in Group ARPOB, reaching Rs 33,744.
Key Highlights
Operating revenue grew 46% YoY to Rs 3,205 million, driven by a 33% growth in existing hospitals and new asset contributions.
New hospitals in New Delhi and Faridabad Sec-20 contributed Rs 279 million in revenue with 100% Cash/TPA payer mix.
Group ARPOB increased 10% YoY to Rs 33,744, with Noida Extension reaching a record high of Rs 44,000.
Adjusted EBITDA margin (excluding new hospital losses) stood at 29.2%, reflecting strong operating leverage.
Total bed capacity expanded to over 2,550 beds following the integration of the Agra facility in February 2026.
💼 Action for Investors
Investors should note the company's exceptional ability to rapidly scale and turn around new acquisitions while maintaining high ARPOB growth. The stock remains a strong growth candidate in the healthcare sector given the successful integration of new assets and focus on high-margin payer mixes.
Yatharth Hospital Q3 Standalone Revenue Jumps 43% YoY to ₹158.1 Cr; Agra Hospital Acquired
Yatharth Hospital reported a robust 43% YoY growth in standalone revenue to ₹158.15 crore for Q3 FY26. While Net Profit grew 7.4% YoY to ₹23.89 crore, the company showed strong sequential momentum with PAT rising 15.7% QoQ. The company continues its aggressive expansion, acquiring a 150-bed hospital in Agra effective February 2026. Additionally, the release of provisional attachments by the Income Tax department on company assets provides significant regulatory relief.
Key Highlights
Standalone Revenue from operations grew 43% YoY to ₹1,581.5 million.
Standalone Profit After Tax (PAT) increased 7.4% YoY to ₹238.9 million.
Acquired Shantived Institute of Medical Sciences in Agra with 150 operational beds (expandable to 250).
Utilized ₹5,862.3 million of QIP proceeds for debt repayment, acquisitions, and medical equipment.
Income Tax department released provisional attachments on properties, bank deposits, and cash balances.
💼 Action for Investors
Investors should view the strong revenue growth and inorganic expansion as positive indicators for long-term scale. Monitor the margin trajectory as the new Agra facility integrates and the pending tax appeal progresses.
Yatharth Hospital Completes 100% Acquisition of Shantived Agra; Operations Start Feb 1
Yatharth Hospital has finalized the acquisition of a 100% stake in Shantived Institute of Medical Sciences, located in Agra, by executing a Share Purchase Agreement on January 29, 2026. This transaction follows the initial announcement made in September 2025 and marks a significant expansion of the company's footprint. Commercial operations at the newly acquired facility are scheduled to commence almost immediately on February 1, 2026. This rapid operationalization is expected to contribute to the company's revenue stream starting from the final quarter of the current fiscal year.
Key Highlights
Executed Share Purchase Agreement (SPA) for the 100% acquisition of Shantived Institute of Medical Sciences, Agra.
The acquisition process was completed following the initial disclosure on September 13, 2025.
Commercial operations at the target hospital are set to begin on February 1, 2026.
The move strengthens the company's presence in the Uttar Pradesh healthcare market.
💼 Action for Investors
Investors should monitor the occupancy rates and margin profile of the new Agra facility as it begins operations. The immediate start of commercial activities is a positive sign for near-term revenue growth.
Yatharth Hospital Shareholders Approve Ramesh Krishnan as Independent Director with 92.76% Votes
Shareholders of Yatharth Hospital & Trauma Care Services Limited have approved the appointment of Mr. Ramesh Krishnan as an Independent Director for a five-year term effective from November 5, 2025. The special resolution was passed via postal ballot with 92.76% of the total votes cast in favor. While the promoter group voted unanimously in favor, there was notable dissent from public institutional investors, with 34.02% of their votes cast against the resolution. The appointment is now finalized following the submission of the scrutinizer's report.
Key Highlights
Special resolution passed with 92.76% majority, totaling 6,33,89,981 votes in favor.
Mr. Ramesh Krishnan appointed as Independent Director for a 5-year tenure ending November 4, 2030.
Significant dissent observed from public institutions, with 34.02% (49.43 lakh votes) voting against the appointment.
Promoter and promoter group cast 5.37 crore votes, representing 100% support for the resolution.
Total voter turnout represented 70.91% of the outstanding shares eligible to vote.
💼 Action for Investors
Investors should note the successful board strengthening but may want to investigate the reasons behind the 34% institutional dissent regarding this specific appointment. No immediate portfolio changes are required as this is a routine governance update.