Nephrocare Health Services to attend BoFA investor meet on June 04

0 min read     Updated on 28 May 2026, 08:02 AM
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Nephrocare Health Services Limited announced its participation in the BoFA Healthcare Tour, an investor conference hosted by Bank of America on June 04, 2026, in Hyderabad. The event features group and one-on-one meetings, with discussions restricted to publicly available information. The disclosure, signed by Company Secretary Kishore Kathri, was made under Regulation 30 of the SEBI Listing Regulations.

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Nephrocare Health Services Limited will attend an investor conference hosted by Bank of America on June 04, 2026, in Hyderabad. The meeting is part of the BoFA Healthcare Tour and will include both group and one-on-one sessions with institutional investors. The company confirmed that discussions will be based solely on publicly available information and no unpublished price sensitive information (UPSI) will be disclosed.

The disclosure was made pursuant to Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements), Regulations, 2015. Kishore Kathri, the Company Secretary & Compliance Officer, signed the intimation on May 27, 2026.

The schedule for the meeting is detailed below:

Date & Time Host Nature of Meeting Event Place
June 04, 2026
08:00 A.M. IST
Onwards
Bank of America Group / 1*1 Meeting BoFA Healthcare Tour Hyderabad

Nephrocare Health Services Limited noted that changes to the schedule may occur due to exigencies on the part of the host or the company. The information is available on the company’s official website.

Historical Stock Returns for Nephrocare Health Services

1 Day5 Days1 Month6 Months1 Year5 Years
-1.06%-2.51%+11.15%+27.05%+27.05%+27.05%

What strategic initiatives is Nephrocare Health Services likely to highlight during the investor conference?

How might the engagement with institutional investors influence Nephrocare's stock performance in the near term?

What are the expected key discussion points regarding the healthcare sector trends in the BoFA Healthcare Tour?

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Nephrocare revenue rises 32.2%, PAT surges 74.6% in FY26

1 min read     Updated on 27 May 2026, 07:26 PM
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Nephrocare Health Services reported a 32.2% increase in FY26 revenue to ₹998.8 crore, driven by a 16.6% rise in treatment volumes and a 13.3% increase in revenue per treatment. Adjusted PAT surged 74.6% to ₹128.3 crore, with Adjusted EBITDA margins expanding to 23.8%. The company's international revenue contribution grew to 42%, and it maintains a medium-term revenue CAGR guidance of 15-20%.

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Nephrocare Health Services has released the transcript of its investors' conference call regarding the audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The company reported a 32.2% increase in revenue to ₹998.8 crore for FY26, driven by a 16.6% growth in treatment volumes and a 13.3% rise in revenue per treatment. Adjusted PAT for the year surged 74.6% to ₹128.3 crore, reflecting strong operating leverage and margin expansion.

Financial Performance Overview

For the full fiscal year, revenue grew to ₹998.8 crore from ₹755.8 crore in FY25. Adjusted EBITDA increased 37.6% to ₹238.1 crore, with margins improving by 100 basis points to 23.8%. The company reported an annual pre-tax Return on Capital Employed (ROCE) of 22.8%, an improvement from 19.9% in the previous year. For Q4 FY26, revenue stood at ₹265.6 crore, a 21.2% year-on-year increase, while Adjusted PAT was ₹35 crore.

Key Financial Metrics

The following table summarises the key financial metrics for Q4 and FY26:

Metric Q4 FY26 Q4 FY25 YoY FY26 FY25 YoY
Revenue from Operations ₹265.6 crore ₹219.2 crore 21.2% ₹998.8 crore ₹755.8 crore 32.2%
Adj. EBITDA ₹55.4 crore ₹54.0 crore 2.6% ₹238.1 crore ₹173.0 crore 37.6%
Adj. EBITDA Margin 20.9% 24.6% -380 bps 23.8% 22.9% 100 bps
Profit After Tax ₹35.0 crore ₹27.6 crore 27.4% ₹128.3 crore ₹73.5 crore 74.6%

Operational and Strategic Highlights

Nephrocare Health Services recorded 38,44,658 dialysis sessions in FY26, a 16.6% increase over the previous year. The active guest count grew by 11.8% to 36,981. The international revenue contribution rose from 32% in FY25 to 42% in FY26, driven by expansions in the Philippines and Uzbekistan. The company continues to target a revenue CAGR of 15% to 20% over the next three to four years, supported by its asset-light model and disciplined capital allocation.

Historical Stock Returns for Nephrocare Health Services

1 Day5 Days1 Month6 Months1 Year5 Years
-1.06%-2.51%+11.15%+27.05%+27.05%+27.05%

How will the increasing contribution of international revenue impact the company's currency risk management strategies?

What specific capital allocation priorities will drive the targeted 15-20% revenue CAGR over the next three to four years?

Can the 100 basis point improvement in EBITDA margins be sustained amidst rising operational costs in new international markets?

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