Rainbow Children's Medicare Limited has released the transcript of its investor call held on January 29, 2026, concerning the financial results for the third quarter and the first nine months of the fiscal year 2026. The company reported a revenue of ₹445.4 crores for Q3 FY26, marking a 12% increase year-on-year. EBITDA stood at ₹147 crores, up 9%, and Profit After Tax (PAT) was ₹73.9 crores, a 7% growth. For the nine months ended December 31, 2025, revenues reached ₹1,243 crores (9% growth), EBITDA was approximately ₹400 crores (6% growth), and PAT was ₹203.3 crores (8.3% growth). During the quarter, the company commissioned a 100-bed hospital in Rajahmundry and a 90-bed spoke hospital in Electronic City, Bangalore. The acquired hospitals in Warangal and Guwahati have been integrated and are performing as expected. The company expects to complete its planned capacity expansion for the current cycle and is now focusing on operational excellence and patient experience. Management discussed strategies to improve occupancy levels, targeting 55%-60% from the current 47.2%. Initiatives include strengthening sales and marketing, exploring smaller clinic formats, and enhancing specialized services like pediatric liver transplants. The company also provided guidance on potential EBITDA losses for the new Bangalore units (Electronic City and Hennur) in FY26-27, estimated at ₹12-15 crores combined. Competition in mature markets like Hyderabad was acknowledged, with strategies to capture market share through expanded outpatient touchpoints and specialized care.
