BSECompany Update5d ago · 4 Aug 2026, 02:52 pm

Earnings Call Transcript for the quarter ended June 30, 2026

Rainbow Children's Medicare Ltd · 543524

✦ AI Summary▲ PositiveResults

Rainbow Children's Medicare Ltd reported a 33% year-over-year growth in revenue for the quarter ended June 30, 2026, driven by balanced contributions from its mature and new hospitals. The company maintained a healthy EBITDA growth of 29.9% year-over-year, supported by operating discipline and improving efficiencies. The company also announced the signing of a definitive agreement for a 100-bed brownfield hospital in Malad, Mumbai, and the acquisition of a 70-bed Prime Children's Hospital in Nellore, Andhra Pradesh.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Rainbow Children's Medicare Ltd - 543524 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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Rainbow® Children's ~ BirthRighf Hospital ~ - BY RAINBOW HOSPITALS WOMEN CARE I CHILD CARE I FERTILITY August 4, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C/1, Block G, Corporate Relationship Department, Bandra Kurla Complex, Bandra (E), Phiroze Jeejeebhoy Towers, Mumbai – 400 051. Dalal Street, Mumbai – 400001. Symbol: RAINBOW Scrip Code: 543524 Sub: Transcript of the Investor call - Financial Results for Q1 FY 2026-27. Dear Sir/ Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Transcript of the Investor call held on Friday, July 31, 2026 at 10:00 AM (IST), with regards to Financial Results of the Company for the quarter ended June 30, 2026. The said Transcript is also available on the website of the Company and can be accessed through the following link: https://d31scedd5hpubp.cloudfront.net/investor_files/Analyst_Concall_Transcript_- This is for your information and record. Thanking You, Yours Faithfully, For Rainbow Children’s Medicare Limited Shreya Mitra Company Secretary and Compliance Officer Encl.: As above Rainbow Children's Medicare Limited Registered Office: 8-2-120/103/1, Survey No. 403, Road No. 2, Banjara Hills, Hyderabad- 500034, Telangana CIN :L85110TG 1998PLC029914 Q Corporate Office: 8-2-19/1/A, Daulet Arcade, Road No. 11, Banjara Hills, Hyderabad- 500034, Telangana G info@rainbowhospitals.in \;' 1800 2122 iffil www. rainbowhospitals.in OUR PRESENCE: BENGALURU CHENNAI DELHI GUWAHATI HYDERABAD RAJAHMUNDRY VIJAYAWADA VISAKHAPATNAM WARANGAL Rainb0 wT1' Children's BirthRight™ Hospital 1 BY RAINBOW HOSPITALS WOMEN CARE I CHILD CARE I FERTILITY “Rainbow Children's Medicare Limited Q1 FY27 Earnings Conference Call” July 31, 2026 CRa hi in ldi rl e'w n'' s" I l•i illlt. Birth Rig hf IIFL C H O R L L" H WOo Ms Ep Nit Ca Al R E I Cl) AYR RA EIN E 1 Fow EH RO TsP IL1r IA TL Ys • CAPITAL Call Duration • 1 Hour and 13 minutes Management Speakers • Dr. Ramesh Kancharla – Chairman and Managing Director • Mr. Abrarali Dalal – Group Chief Executive Officer • Mr. Vikas Maheshwari – Group Chief Financial Officer • Mr. Saurabh Bhandari – Head Investor Relations & Group Business Analyst Participants who asked • Mr. Sanidhya – Unicorn Asset questions • Mr. Prithvi Raj – Unifi Capital • Mr. Bala Murali Krishna – Omar Investment Advisors • Ms. Damayanti Kerai – HSBC • Mr. Rahul Jeewani – IIFL Capital Services • Mr. Sucrit D. Patil – Eyesight Fintrade Pvt. Ltd. • Mr. Bansi Desai – J P Morgan • Mr. Anshul Agrawal – Emkay Global Financial Services • Mr. Ankit Shah – White Equity Investment Advisors • Ms. Sanketa Save Kohale – PL Capital Moderator • Mr. Rahul Jeewani - IIFL Securities Limited Note: No part of this publication may be reproduced or transmitted in any form or by any means without the prior written consent of Rainbow Children’s Medicare Limited Rainbow" Children's Hospital WOMEN CARE I CHILD CARE I FERTILITY Rainbow Children's Medicare Limited July 31, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Rainbow Children's Medicare Limited Q1 FY27 Earnings Conference Call hosted by IIFL Capital. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Rahul Jeewani from IIFL Capital. Thank you, and over to you, Mr. Jeewani. Rahul Jeewani: Hi. Good morning, everyone. This is Rahul from IIFL Capital. I welcome you all to the first quarter earnings conference call of Rainbow Hospitals being hosted by IIFL. From Rainbow, we have with us today, Dr. Ramesh Kancharla, Chairman and Managing Director; Mr. Abrarali Dalal, Group CEO; Mr. Vikas Maheshwari, Group CFO; and Mr. Saurabh Bhandari, Head of Investor Relations. Over to you, sir, for your opening comments. Ramesh Kancharla: Thank you, Rahul. Good morning, everyone, and thank you for joining us for Rainbow Children's Medicare Limited Earnings Call for the quarter ended June 30, 2026. The FY27 has begun well for Rainbow. We delivered another quarter of healthy growth driven by sustained demand across all our core specialties and balanced contributions from both our mature and newly commissioned hospitals. More importantly, this performance reflects that the investments we have made in expanding the network, strengthening our clinical capabilities and building leadership across organizations are translating into consistent growth. Revenue grew by approximately 33% year-on-year, driven by balanced contributions from our mature hospitals and the new facilities. Our key operating metrics, including inpatient admissions, outpatient consultations and deliveries continues to witness healthy growth. We also maintained a healthy EBITDA growth of 29.9% year-on-year, supported by operating discipline, improving -- and improving the efficiencies. Our expansion journey also gathering further momentum with the signing of definitive agreement for 100-bed brownfield hospital in Malad, Mumbai. We expect the hospital to commence operations in Q1 FY28. This marks our entry into Western India, an important strategic market where we see significant long-term opportunities. We're also strengthening our presence in Andhra Pradesh through the acquisition of 70-bed Prime Children's Hospital in Nellore, along with an additional 30-bed Maternal Care Block expected to commence operations in 6 months' time. Note: No part of this publication may be reproduced or transmitted in any form or by any means without the prior written consent of Rainbow Children’s Medicare Limited Page 2 of 22 Rainbow" Children's Hospital WOMEN CARE I CHILD CARE I FERTILITY Rainbow Children's Medicare Limited July 31, 2026 We have also signed a long-term lease for a 50-bed brand-new hospital ready to operate in Guntur and this facility will commence in -- commence operations in a couple of months' time. With these additions, the bed capacity in our ratio reached to 500 beds. • One of the clinical milestones that made us particularly proud this quarter was the successful rescue of an 8-year-old child from Guwahati who was critically ill with severe influenza pneumonia and acute respiratory distress syndrome (ARDS). ECMO was the child's only chance of survival. Our ECMO retrieval team flew over 1,800 kilometres to Guwahati, initiated ECMO support, stabilized the child, and meticulously planned a three-hour air transfer to Rainbow Hospitals in Hyderabad. The child remained on ECMO support for 36 days before making a remarkable recovery and returning home to Guwahati. This mission represents one of the longest pediatric ECMO retrievals undertaken in the country and is a powerful example of how timely intervention, advanced critical care, and seamless multidisciplinary teamwork can transform what once seemed impossible into a life-saving reality. We were humbled to receive appreciation from the Hon'ble Chief Minister of Assam in recognition of Rainbow's efforts in saving this child's life. • In another remarkable case, an 8-year-old boy who had fallen from the fifth floor of a residential building was brought to our emergency department within a short time of the accident. During the initial assessment, he rapidly deteriorated into shock and subsequently lapsed into a coma. He was immediately intubated and placed on ventilatory support. Further evaluation revealed multiple life-threatening injuries, including a thoracic aortic tear, severe lung injuries, pancreatic trauma, and multiple fractures. Our cardiovascular team made the extraordinary decision to control the aortic bleeding by placing a stent graft through an endovascular procedure. Once the bleeding was controlled, multidisciplinary teams [Showing first 8,000 characters — download PDF for full document]