Fortis Healthcare Limited has released its comprehensive investor presentation materials for the upcoming US investor meetings scheduled from January 12-15, 2026. The healthcare major submitted the presentation titled "Non-Deal Roadshow / JP Morgan 2026 Healthcare Conference" to stock exchanges on January 8, 2026, following its earlier announcement of the investor engagement schedule.

Presentation Submission and Compliance

The company filed the investor presentation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, continuing its commitment to regulatory transparency. Company Secretary & Compliance Officer Satyendra Chauhan digitally signed the submission, confirming the presentation will be used for interactions with investors and analysts during the scheduled events.

Business Performance Highlights

The presentation reveals strong consolidated business performance with significant growth momentum. The hospital and diagnostics business achieved a revenue compound annual growth rate of 10.90% from FY20-25, while operational EBITDA demonstrated robust expansion at 20.80% CAGR over the same period.

Network Expansion and Infrastructure

Fortis Healthcare operates an extensive network of 34 healthcare facilities with approximately 5,900 operational beds, including around 1,200 O&M beds. The network spans multiple states with significant presence in key metropolitan areas including the National Capital Region, Mumbai, Bengaluru, and Punjab.

The company's diagnostic division, Agilus Diagnostics, maintains over 400 laboratories serving 8.6 million patients in H1FY26, conducting 20.7 million tests through 4,300+ customer touch points across 25 states and 2 Union Territories.

Ambitious Growth Strategy

The presentation outlines aggressive expansion plans with planned capacity addition of 3,200+ beds from FY25 to FY30, representing a compound annual growth rate of 10.70%. Recent corporate developments include multiple acquisitions and operational management agreements, significantly expanding the company's footprint.

Clinical Excellence and Technology Leadership

The company demonstrated strong clinical performance in H1FY26, conducting over 37,200 cardiac procedures, 18,400 joint replacements and orthopedic procedures, and 4,900+ robotic surgeries. The network features state-of-the-art medical equipment including 11 Da Vinci robots, 17 orthopedic robots, and advanced imaging technologies.

Meeting Schedule and Investor Engagement

The structured investor engagement includes a non-deal roadshow organized with J.P. Morgan covering New York and Boston on January 12-13, 2026, followed by participation in the J.P. Morgan 2026 Healthcare Conference in San Francisco on January 15, 2026. The company confirmed strict adherence to regulatory requirements, ensuring no Unpublished Price Sensitive Information will be shared during these meetings.

Fortis Healthcare has received a credit rating reaffirmation from CRISIL Ratings, maintaining its strong financial standing in the healthcare sector. The rating agency has reaffirmed the company's ratings at 'CRISIL AA+/Stable/CRISIL A1+' for both bank facilities and non-convertible debentures, reflecting the healthcare giant's robust operational performance and strategic market position.

GST Order Against Subsidiary

Fortis Health Management Limited, a wholly-owned subsidiary of Fortis Healthcare, has received a significant GST order from Tamil Nadu tax authorities. The State Tax Officer (ST)- Group IX, Chengalpattu Intelligence Division has confirmed a demand against the subsidiary:

The order, received on January 02, 2026, relates to the denial of GST exemption claims for healthcare services. The original show cause notice was issued for ₹570.00 lakhs including penalty of ₹285.00 lakhs for fiscal year 2023-24.

Company's Response and Legal Position

Fortis Healthcare has indicated its intention to challenge the GST order through appropriate legal channels:

The company maintains that based on its assessment, the demand is not sustainable and does not expect any material impact on its financial performance, operations, or other business activities.

Rating Details and Scope

The CRISIL reaffirmation covers substantial financial instruments across Fortis Healthcare's portfolio:

The rating action builds upon the previous upgrade when CRISIL elevated the long-term ratings from 'CRISIL AA/Stable' to 'CRISIL AA+/Stable' while maintaining the short-term rating at 'CRISIL A1+'.

Strong Operational Performance

Fortis Healthcare demonstrated impressive financial growth during the first half of fiscal 2026:

Market Position and Infrastructure

Fortis Healthcare maintains its position as one of India's largest hospital chains with an extensive network:

Financial Health and Growth Strategy

CRISIL's assessment highlights Fortis Healthcare's healthy financial risk profile:

The company's liquidity position remains strong with ₹413 crores in cash and cash equivalents, and expected net cash accrual of ₹1,200-1,400 crores annually over fiscals 2026-2028.