NephroPlus Q4 & FY26 Earnings Call Transcript Released; FY26 Revenue Rs 998.8 Cr, Up 32%
NephroPlus released its Q4 & FY26 earnings call transcript. For FY26, revenue grew 32% to ₹998.8 crore, and PAT grew 75% to ₹128.3 crore. Active patients increased by 12% to 37,000, with treatments up 17% to 38.4 lakh. The company maintains a 15-20% revenue CAGR guidance for the next 3-4 years. Two PPP contracts are up for renewal in 2026.
The announcement provides a comprehensive update on the company's financial performance for the full fiscal year and the latest quarter, including key growth metrics and future guidance. This level of detail is crucial for investors to assess the company's performance and prospects.
The company reported strong financial growth in revenue, EBITDA, and PAT for FY26, along with an increase in patient numbers and treatments. The management reiterated a positive growth outlook and discussed strategic initiatives like technology adoption and international expansion, indicating a positive outlook.
Nephrocare Health Services Limited (NephroPlus) has released the transcript of its Investors' Conference Call held on May 20, 2026, to discuss the Audited Standalone and Consolidated Financial Results for the quarter and financial year ended March 31, 2026. The transcript is available on the company's website.
During the call, the management discussed the dialysis market at a macro level and the NephroPlus platform strategy. For the full fiscal year 2026, NephroPlus reported a revenue growth of 32% to ₹998.8 crore, with Adjusted EBITDA growing 37% to ₹238.2 crore and Adjusted PAT growing 75% to ₹128.3 crore. Active patients (guests) grew by 12% to 37,000, and total treatments increased by 17% to 38.4 lakh. For the fourth quarter of FY26, revenue was ₹265.6 crore, up 21% year-on-year.
The company highlighted its growth strategy driven by three levers: same-clinic growth, new clinic rollouts in existing geographies, and expansion into new countries or large acquisitions. NephroPlus maintains a revenue CAGR guidance of 15% to 20% over the next three to four years. The company also emphasized its commitment to technology, including the use of AI in core operations with its Reformmed.AI application.
Discussions also covered the company's business models (captive, standalone, and PPP clinics), focus on standardized protocols and guest experience, and expansion plans in countries like the Philippines and Uzbekistan. The company is also exploring CKD prevention platforms. Regarding contract renewals, two PPP contracts are expected to come up for renewal in calendar year 2026: one in Uttarakhand and a phase in Andhra Pradesh.
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Nephrocare Health Services Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Nephrocare Health Services Limited. Read the original for the full detail.