Nephrocare Health Services Limited share price

Key numbers

Market cap

₹ 7,005 Cr

Current price

₹ 696.65

52-week high / low

₹ 782 / 446

Stock P/E

81.9

Book value

₹ 111.3

Dividend yield

0.00%

ROCE

15.3%

ROE

9.0%

Debt to equity

0.07

Sales growth (3 yrs)

33.9%

Profit growth (3 yrs)

-

1-year return

-

About Nephrocare Health Services Limited

Nephrocare Health Services Limited provides dialysis healthcare services through a chain of kidney care clinics and dialysis centers in India, Uzbekistan, Nepal, and the Philippines. It provides In-clinic dialysis, dialysis on call, home hemodialysis, holiday dialysis, and dialysis on wheels services. The company was incorporated in 2009 and is based in Hyderabad, India.

Quarterly results

Consolidated figures in ₹ crores

Concall summary (2026-08-19)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

• We began FY27 on a steady note, with Q1 revenues growing more than 20% year-on-year.
• Revenue for Q1 FY27 grew by 23.7% year-on-year to INR282 crores compared to INR228 crores in Q1 FY26.

Growth & demand

• We continue to maintain our medium-term growth guidance of 15% to 20% over the next three to five years and remain focused on delivering sustainable and capital- efficient growth.
• The second part is if I look at the center growth, right, we've taken 60 centers, or added 60 centers on a base of 500, taking this to about 550 if my calculations are right, which would be a 12% increase in centers for a 13% guest volume increase.

Margins & costs

• You need massive scale to generate margins in dialysis, and you need 100% focus to retain those margins.
• Adjusted EBITDA grew 30.7% to INR65 crores, with margins expanding 120 basis points year-on-year to 23.1%.

Capex & expansion

• Majority of the patients who need dialysis still do not have access to dial ysis, and also 80% of the dialysis capacity is still in the unorganized market wherein hospitals run their own dialysis operations.
• The first is increasing guest volumes across our existing clinics through higher utilization of capacity and potential capacity expansion with addition of machines.

Balance sheet & cash

• Adjusted EBITDA margin improved to 23.1% compared to 21.9% in Q1 FY26, supported by operating leverage and increasing share of international business whose base lies on our India model.
• Adjusted PAT margin also improved to 13.1% from 11.4% in the corresponding period last year, aided by lower finance cost and the benefits of operating leverage.

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