Rainbow Children's Medicare Limited share price

Key numbers

Market cap

₹ 13,941 Cr

Current price

₹ 1,374.20

52-week high / low

₹ 1,610 / 1,084

Stock P/E

48.9

Book value

₹ 162.4

Dividend yield

0.25%

ROCE

18.3%

ROE

17.9%

Debt to equity

0.54

Sales growth (3 yrs)

13.1%

Profit growth (3 yrs)

9.7%

1-year return

-2.5%

About Rainbow Children's Medicare Limited

Rainbow Children's Medicare Limited operates a multi-specialty pediatric, obstetrics, and gynecology hospital chain in India. The company offers medical and healthcare services to children and women. It also provides pediatric services under brand Rainbow Children's Hospital which include newborn and pediatric intensive care; pediatric multi-specialty services; and pediatric quaternary care, such as multi-organ transplantation. In addition, the company offers women care services under Birthright brand that comprise perinatal care services, such as routine and complex obstetric care, multi-disciplinary fetal care, perinatal genetic and fertility support, and a range of gynecology treatments, as well as operates private pediatric DNB (Diplomate of National Board) training program offering postgraduate and fellowship opportunities to train future healthcare professionals. Rainbow Children's Medicare Limited was incorporated in 1998 and is based in Hyderabad, India.

Quarterly results

Consolidated figures in ₹ crores

Concall summary (2026-08-04)

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

Guidance & outlook

• We expect the hospital to commence operations in Q1 FY28 .
• The first quarter delivered strong growth, and while the base will naturally become higher going forward, we remain confident of delivering revenue growth in the 20% range during the second quarter as well.

Growth & demand

• Revenue grew by approximately 33% year-on-year, driven by balanced contributions from our mature hospitals and the new f acilities.
• We also maintained a healthy EBITDA growth of 29.9% year-on-year, supported by operating discipline, improving -- and improving the efficiencies.

Margins & costs

• It is undoubtedly a premium market, with higher employee costs, higher doctor costs, and an overall higher cost structure.
• However, I am confident that EBITDA margins should eventually be above 20%, although it is too early to estimate where they will ultimately stabilize.

Capex & expansion

• Over next 5 years, we plan to add 2,500 beds to expand our network capacity to 5,000 beds through an estimated capex of investment around INR 2,200 crores.
• Over the past year, our total bed capacity has grown by 26% to 2,435 beds, while our operational bed capacity has increased by 22% to 1,862 beds.

Balance sheet & cash

• Together, these metrics demonstrate our ability to scale the business while improving productivity and operating leverage.
• We remain confident of achieving positive operating leverage within a reasonable timeframe.

Peers in Medical Care Facilities

• Apollo Hospitals Enterprise Limited
• Max Healthcare Institute Limited
• Manipal Health Enterprises Limited
• Aster DM Quality Care Limited
• Fortis Healthcare Limited
• Global Health Limited
• Narayana Hrudayalaya Limited
• Krishna Institute of Medical Sciences Limited
• Park Medi World Limited
• Yatharth Hospital & Trauma Care Services Limited