• Revenue growth outlook: Management expects revenue growth to recover to 15% by the end of Q2 following Q4 moderation to 11.5%, maintaining its 15% revenue growth guidance for the full year.
• Margin expansion targets: The company is targeting a 100 bps annual margin increase toward a medium-term goal of 22–23% and eventually 25%, driven by payer mix optimization, price hikes, and operating leverage.
• Fertility business divestment: The company divested its non-core Milann Fertility brand for approximately 37 crore to concentrate on oncology, deploying the proceeds and rights issue capital to add around 200 beds over the next 24 months.
• International market performance: Kenya's average revenue per patient is double that of India, with the market delivering 39% annual growth and 71% quarterly growth.
• Hospital revenue distribution: The flagship Bangalore hospital generates 16–17% of total revenue, while secondary centers across cities like Vizag, Nagpur, and Kolkata are scaling to 10–15 crore per month to drive double-digit growth.