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GPT Healthcare Q3 FY26: Revenue Grows 16.8% YoY; Raipur Facility Nears EBITDA Breakeven
GPT Healthcare reported a 12.12% YoY revenue growth for 9M FY26, reaching ₹350.5 crores, with EBITDA margins stable at 18.58%. The company is seeing steady operational improvements, with occupancy (excluding the new Raipur facility) rising to 55% and ARPOB standing at ₹38,797. A key highlight is the Raipur facility, which reduced its quarterly EBITDA loss to ₹2.5 crores and is expected to break even within the next six months. Management remains committed to expanding its capacity to 1,000 beds by 2027, with the Jamshedpur project currently on track.
Key Highlights
9M FY26 Revenue grew 12.12% YoY to ₹350.5 crores, while Q3 revenue surged 16.81% YoY.
EBITDA for 9M FY26 stood at ₹65.1 crores with an 18.58% margin; PAT was ₹27.6 crores.
Raipur facility EBITDA loss narrowed to ₹2.5 crores in Q3, with monthly breakeven expected in 6 months.
Salt Lake hospital occupancy improved to 63%, supported by over 750 robotic-enabled surgical procedures.
Company on track to reach 1,000-bed capacity by 2027, including the upcoming 150-bed Jamshedpur facility.
💼 Action for Investors
Investors should monitor the Raipur facility's path to profitability over the next two quarters as it will significantly boost overall margins. The company remains a strong growth play in the underserved Eastern India healthcare market.
GPT Healthcare Q3 Revenue Up 17% to ₹122 Cr; PAT Declines 23.5% Amid Margin Pressure
GPT Healthcare reported a 16.81% YoY increase in Q3 FY26 revenue to ₹121.6 crore, supported by higher patient volumes and a stronger specialty mix. However, the company faced significant margin contraction, with EBITDA margins falling to 18.20% from 22.23% in the previous year's quarter. Consequently, Profit After Tax (PAT) for Q3 FY26 declined by 23.5% YoY to ₹9.4 crore. For the nine-month period (9M FY26), revenue grew 12.12% to ₹350.5 crore, while PAT fell 25.32% to ₹27.6 crore, reflecting the impact of scaling new facilities like Raipur.
Key Highlights
Q3 FY26 Total Revenue grew 16.81% YoY to ₹121.6 crore, while 9M FY26 revenue rose 12.12% to ₹350.5 crore.
Profit After Tax (PAT) for Q3 FY26 declined 23.5% YoY to ₹9.4 crore from ₹12.1 crore.
EBITDA margins contracted to 18.20% in Q3 FY26 compared to 22.23% in the corresponding quarter last year.
Average Revenue Per Occupied Bed (ARPOB) for 9M FY26 stood at ₹38,797 with an overall occupancy of 45%.
Company completed 750+ robotic surgeries at ILS Salt Lake and commissioned CTVS at ILS-Dum Dum.
💼 Action for Investors
Investors should be cautious as the sharp decline in profitability and margins may weigh on the stock price in the short term. Monitor the ramp-up of the Raipur facility and the progress of the Jamshedpur project to see if operating leverage improves margins in future quarters.
GPT Healthcare Q3 Revenue Grows 16.8% to ₹121.6 Cr; PAT Declines 23.5% on Expansion Costs
GPT Healthcare reported a 16.8% YoY revenue growth in Q3 FY26, reaching ₹121.6 Cr, supported by a 6% increase in ARPOB to ₹38,797. However, profitability faced headwinds due to the commissioning of the new Raipur facility, leading to a 23.5% YoY decline in Q3 PAT to ₹9.4 Cr. While overall network occupancy was 45%, mature hospitals showed resilience with occupancy improving marginally to 55%. The company remains focused on its 1,000-bed target by 2027, with the 150-bed Jamshedpur project currently in the planning phase.
Key Highlights
Revenue for 9M FY26 increased 12.1% YoY to ₹350.5 Cr, while Q3 revenue rose 16.8% to ₹121.6 Cr.
Q3 EBITDA margin contracted to 18.2% from 22.2% YoY, with PAT falling 23.5% to ₹9.4 Cr.
ARPOB grew 6% YoY to ₹38,797, reflecting strengthened clinical offerings and specialty mix.
Raipur facility (158 beds) is scaling up after commissioning in Q1 FY26, impacting current margins.
Successfully performed 750+ robotic surgeries and launched CTVS services at the Dum Dum facility.
💼 Action for Investors
Investors should monitor the ramp-up and break-even timeline of the Raipur hospital, as its initial losses are currently weighing on consolidated margins. The long-term investment thesis remains intact based on the company's aggressive expansion toward a 1,000-bed capacity in the underserved Eastern India market.
GPT Healthcare Q3FY26 Revenue up 17.5% YoY to ₹120 Cr; PAT drops 23.5% to ₹9.37 Cr
GPT Healthcare reported a 17.5% YoY growth in revenue from operations to ₹120.16 crore for Q3FY26. However, net profit declined significantly by 23.5% YoY to ₹9.37 crore, primarily due to a sharp rise in operating and depreciation expenses. On a nine-month basis, while revenue grew to ₹346.18 crore, profit after tax fell from ₹37.03 crore to ₹27.65 crore. The company's margins were pressured by a 29% YoY increase in other expenses and a 52% jump in depreciation costs.
Key Highlights
Revenue from operations grew 17.5% YoY to ₹12,015.81 lakhs in Q3FY26.
Net Profit (PAT) declined by 23.5% YoY to ₹936.83 lakhs from ₹1,224.61 lakhs in the same quarter last year.
Other expenses surged 28.9% YoY to ₹5,448.77 lakhs, significantly impacting operating margins.
Depreciation and amortization expenses increased by 52.3% YoY to ₹710.99 lakhs.
Nine-month (9MFY26) PAT stands at ₹2,765.45 lakhs, down 25.3% compared to ₹3,703.17 lakhs in 9MFY25.
💼 Action for Investors
Investors should exercise caution as the company is experiencing significant margin compression despite healthy top-line growth. It is critical to monitor management's explanation for the surge in 'Other expenses' and the impact of new capacity on depreciation.