NSE:FORTIS management interview: Fortis Healthcare Q4 Breakout: 2,000-Bed Expansion Plan & 25% Margin Target Revealed
NDTV Profit, 2026-05-25. Video: https://www.youtube.com/watch?v=eDPH4Bz3DM0
- Diagnostic margin target: Diagnostics EBITDA margins are expected to exceed 25% over the short term, up from 23.6% in FY24, driven by high-end genomic tests growing over 20% and B2C contribution surpassing 52% of revenue.
- Bed expansion plans: Fortis has charted a 2,000-bed brownfield expansion plan, targeting the commissioning of around 500 beds in the current fiscal year following the addition of 250 brownfield beds and 500 acquired beds last year.
- ARPOB growth drivers: Excluding the temporary dilution from newly acquired hospitals, ARPOB grew by approximately 5%, with 50% attributed to price increases and the remainder to an enhanced specialty mix.
- High-end medical focus: Growth in mature units is being driven by high-margin specialties such as oncology, neuro, and orthopedics, supported by over 25 surgical robots performing around 10,000 procedures annually.