GPT Healthcare Share: Revenue mein record jump! 1000 beds ka bada plan, investors khush?

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AuthorVihaan Mehta|Published at:
GPT Healthcare Share: Revenue mein record jump! 1000 beds ka bada plan, investors khush?
Overview

Arre bhai, GPT Healthcare ne toh financial results mein dhamaka kar diya! Pichhle 9 mahine mein revenue **12.12%** badha kar **₹350.5 crore** kar diya hai. Aur suno, company ka plan hai ki FY27 tak poora **1,000 beds** ka ek bada hospital network khada karegi.

📉 Numbers kya bol rahe hain?

GPT Healthcare ne kamaal kar diya hai! Jo last 9 months the FY26 ke liye, usmein company ka revenue 12.12% saal-dar-saal badh kar ₹350.5 crore ho gaya hai. Yeh dikhata hai ki Eastern India mein unka business sahi chal raha hai. EBITDA ki baat karein toh yeh ₹65.1 crore raha, matlab 18.58% ka EBITDA margin. Aur Profit After Tax (PAT) ₹27.6 crore raha, jiska margin 7.89% hai. Revenue toh badh raha hai, lekin operational costs aur naye projects ka impact PAT margins par dikh raha hai.

9MFY26 ke main numbers:

  • Revenue: ₹350.5 crore (+12.12% YoY)
  • EBITDA: ₹65.1 crore (Margin: 18.58%)
  • PAT: ₹27.6 crore (Margin: 7.89%)

🚀 Future ka Plan Kya Hai?

Company apne vision ko lekar kaafi serious hai ki FY27 tak 1,000 beds ka ek bada hospital chain bana le, mainly Eastern India mein. Iske liye Raipur mein naya hospital chal raha hai, jisko abhi Q3 FY26 mein ₹2.5 crore ka EBITDA loss hua aur 9 mahine mein kul ₹10 crore ka loss. Lekin management ko umeed hai ki yeh facility 6 se 8 mahine mein monthly EBITDA breakeven achieve kar legi. Wahi, Jamshedpur wala project bhi time pe chal raha hai aur FY27 ke Q4 mein start ho jayega.

Abhi Raipur ko chhod dein toh bed occupancy rate 55% hai, jo ki kaafi accha hai. Jab Raipur ko include karte hain toh yeh 45% ho jata hai, kyunki naye hospitals ko set hone mein time lagta hai. Per occupied bed revenue (ARPOB) ₹38,797 raha 9MFY26 mein.

🧠 Strategy & Growth Drivers

Company ne apni services ko aur behtar banane ke liye kuch naye kadam uthaye hain. Agartala mein cancer (oncology) ke liye special services, Dum Dum mein heart surgery, aur Howrah & Salt Lake mein robotic surgeries shuru kiye hain. Isse high-value patients aane ki ummeed hai.

Dum Dum hospital ko bhi optimize kar rahe hain, jahan se aane wale samay mein achhi growth dikh sakti hai. Central Government Health Scheme (CGHS) patients ko bhi include kiya gaya hai, jisse fayda hoga.

Risks ki baat karein toh: Sabse bada risk naye hospitals jaise Raipur ko jaldi se profitable banana hai. Agar Jamshedpur project time pe complete ho gaya aur occupancy rate badhta raha, toh 1,000 beds ka target achieve ho jayega aur company ki profitability bhi sudhregi. Management ROE, ROCE jaise metrics par bhi nazar rakhe hue hai.

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