Narayana Hrudayalaya Limited held its Q3FY26 earnings conference call on February 17, 2026, with management providing comprehensive insights into the company's performance across India, UK, and Cayman Islands operations. The healthcare provider demonstrated strong momentum in its core India business while advancing its international expansion strategy.

Strong India Business Performance

The company reported exceptional performance in its India operations, marking the second consecutive quarter of significant profit growth. Management highlighted substantial margin expansion of 150-200 basis points on a year-on-year basis, driven by successful transformation programs and strategic initiatives.

Venkatesh R, Group Chief Operating Officer, emphasized that patients are increasingly opting for higher rate configurations while maintaining volumes and occupancy levels. The integration of advanced technology and increased robotic cardiac surgeries has meaningfully improved realizations, resulting in higher revenue and better margins.

Bangalore Cluster Excellence

The Bangalore cluster demonstrated particularly strong growth during the quarter, benefiting from the company's flagship hospital strategy. The management attributed this success to several factors:

• Enhanced focus on high-end robotic procedures across specialties
• Emphasis on urban and rural catchment areas in Karnataka
• Consolidation efforts on domestic volumes and revenues
• Advanced procedures including bone marrow transplants

Viren Shetty, Vice Chairman, noted that most business comes from within a 15-kilometer radius, though specialized procedures like bone marrow transplants attract patients from across the country, particularly from eastern India.

International Operations Update

UK Acquisition Integration

The company's acquisition of Practice Plus Group in the UK for £183 million is progressing as planned. The financing structure includes £150 million debt and £45 million equity, with a 2+5 year repayment schedule.

Dr. Anesh Shetty, Managing Director of Overseas Businesses, indicated that the integration is proceeding without negative surprises, with operational process changes and digital applications being scoped out for implementation.

Cayman Islands Performance

The Cayman operations continue to show steady performance with revenue of $45 million for the hospitals. The management noted opportunities for growth in both local and international markets, with the local government hospital still maintaining larger revenue share due to structural advantages.

Strategic Focus Areas

Integrated Care Expansion

The company is advancing its integrated healthcare model, combining hospitals, clinics, and insurance services. Ravi Vishwanath, CEO of NHIC, reported growth in the insurance business through:

• Expanded retail business productivity
• Geographic expansion to Kolkata, Raipur, and Mysore
• Entry into SME market with comprehensive care packages
• Integration of hospitalization and primary care services

Technology and Specialization

Management outlined plans for significant medical equipment investments, including four DaVinci robots to equip all hospitals with robotic surgery capabilities. The oncology department has emerged as the second-largest specialty and fastest-growing department, with expectations that oncology and cardiac services will account for more than half of future revenue.

Future Outlook and Strategy

The company's five-year vision focuses on building accessible, affordable healthcare while consolidating presence in core markets. Management aims to ensure patients in key markets like Bangalore and Kolkata are never more than 25 minutes away from a Narayana Health facility.

Expansion Plans

The management expressed confidence in sustaining double-digit revenue growth momentum through like-to-like hospital growth, supported by the company's transformation initiatives and market consolidation strategy.

Source: None/Company/INE410P01011/da3a974f-f29f-47be-b36e-856f2889469f.pdf

Narayana Hrudayalaya Limited has announced a comprehensive schedule for its Q3FY26 financial results disclosure, including a board meeting on February 13, 2026, followed by a management conference call on February 17, 2026. The healthcare services provider has submitted regulatory disclosures to stock exchanges outlining the complete timeline for stakeholder engagement.

Board Meeting Details

The Board of Directors will convene on Friday, February 13, 2026, with the primary agenda being the consideration and approval of unaudited financial results for the quarter ended December 31, 2025.

Management Conference Call

Following the board meeting, the company's management will host a conference call to discuss the financial performance with stakeholders. The call has been scheduled for Tuesday, February 17, 2026, at 03:00 PM IST.

Regulatory Compliance

The company has fulfilled its disclosure obligations under the Securities and Exchange Board of India regulations. The announcements were made pursuant to Regulation 29 and Regulation 30 read with Regulation 50(1) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Narayana Hrudayalaya Limited has notified both major stock exchanges about the scheduled events:

• BSE Limited: Scrip codes 539551(EQ), 975516 & 976418
• National Stock Exchange of India Limited: Scrip code NH

Information Accessibility

The company has committed to making the financial results disclosure available on its official website at www.narayanahealth.org following the board meeting. This ensures broader accessibility of financial information to stakeholders and maintains transparency in corporate communications.

The latest disclosure regarding the conference call was digitally signed by Sridhar S., Group Company Secretary, Legal & Compliance Officer, on February 11, 2026, demonstrating the company's adherence to digital documentation standards and regulatory timelines.