Gujarat Kidney vs KMC Speciality: Financial Snapshot

Why this comparison is trending

Social media threads are putting Gujarat Kidney and Super Speciality Limited alongside KMC Speciality Hospitals (India) Ltd to compare valuation with operating performance. The Gujarat Kidney stock is discussed as a micro-cap hospital name with fast-changing topline numbers. KMC is being used as a listed reference point because it shows larger revenue and profit in shared screenshots. Several posts also highlight that Gujarat Kidney has “no suggested peer” on at least one platform view. In the same discussions, large hospital chains like Apollo Hospitals and Max Healthcare appear in competitor tables, mainly for broader sector context. The tone of most comparisons is valuation-first, focusing on P/E and market cap versus reported profits. Some numbers differ across screenshots, so readers are treating them as snapshots rather than a single official source. The most repeated question is whether Gujarat Kidney’s recent profit margin and growth justify the valuation compared with KMC.

Gujarat Kidney: scale and staffing context

Posts describe Gujarat Kidney and Super Speciality Limited as being established in 2019 and operating in the hospital industry. As of June 30, 2025, the company employed 89 doctors, 332 nurses, and 338 other staff members. That staffing data is frequently used online to anchor the company’s operating scale. The comparison to KMC often starts here because KMC is presented as a larger financial base in the same tables. Gujarat Kidney’s IPO timeline also appears as a key part of the narrative in threads. The IPO is stated to have opened on December 22, 2025 and closed on December 24, 2025 on the BSE and NSE mainboards. Users interpret the post-IPO period as a reason for rapid changes in shareholder count and promoter holding snapshots. The staffing numbers are used to argue that execution quality matters as much as headline growth.

Gujarat Kidney: revenue and profit trajectory

For FY2024, posts cite total revenue of Rs 5.48 crore and profit after tax (PAT) of Rs 1.71 crore. For FY2025, the same threads cite total revenue of Rs 40.40 crore and PAT of Rs 9.50 crore. For the period ended June 30, 2025 in FY2026, posts cite total revenue of Rs 15.27 crore and PAT of Rs 5.40 crore. The PAT margin for that period is explicitly stated as 35.41 percent. A separate line in the same social context mentions net sales of 34 Cr and net profit of 5 Cr for June 2026. Users are also circulating a quarterly table that shows revenue rising from 9 (Sept 2024) to 35 (Jun 2026), with operating profit percent moving between 21 percent and 57 percent. The same quarterly snapshot shows interest cost appearing at 1 in later quarters after being 0 earlier. Because units and reporting basis are not clarified in the posts, most comparisons focus on direction rather than precision.

Gujarat Kidney: market metrics and ownership cues

One widely shared snapshot shows Gujarat Kidney market cap at Rs 1,403.57 crore and a P/E ratio around 80.59. Another data panel cites P/E (TTM) at 72.37 and also lists ROE at 16.7 and ROCE at 19.02, alongside beta (LTM) of 0.42. Yet another post calls it a micro-cap with market cap of INR 1,274 Cr and a P/E ratio of 79.00, plus return on equity of 6.14 percent. A separate line shows “Market cap INR 1,450 Cr (Micro Cap)” with P/E 91.00, indicating different capture times across platforms. Social posts also point to promoter holding moving from 99.10 percent (Mar 2025) to 71.45 percent (Dec 2025, Mar 2026, Jun 2026). The number of shareholders is shown jumping from 7 to 18,301 in the same holding table timeline. One ownership snapshot also mentions FIIs held by 12 FIIs (4.88 percent) and individual investors holdings at 10.64 percent, plus a top promoter name and a top public shareholder name. The share price is cited at Rs 178.02 at the close on September 25, 2026, which users treat as the latest reference point.

KMC Speciality: size and headline market metrics

In the comparison tables being shared, KMC Speciality Hospitals (India) Ltd is shown with market cap of Rs 2,548.11 crore. The same row shows yearly revenue of 305 Cr and net profit of 46 Cr, with a 5-year CAGR of 21.17 percent and debt to asset ratio of 0.00. A separate pricing snapshot lists market cap at Rs 2,255 Cr with current price Rs 138, high/low Rs 148/65, and stock P/E 40.4. That panel also lists book value at Rs 12.9, dividend yield 0.00 percent, ROCE 26.0 percent, and ROE 24.9 percent. Another table shows CMP Rs 156.23, P/E 45.69, market cap Rs 2,548.11 Cr, and ROCE 26.24 percent. These multiple snapshots are used to argue that KMC trades at a lower P/E than Gujarat Kidney in the shared comparisons. Users repeatedly frame KMC as a higher-revenue base with strong capital efficiency, based on the ROCE figures shown. The discussion also includes a one-year return figure of 97.77 percent for KMC, positioned as the highest among a small comparison set in one post. Because the posts do not provide the same level of staffing or IPO context for KMC, the focus stays mostly on profitability and valuation.

KMC Speciality: recent profit and sales references

One table in circulation lists NP Qtr at Rs 16.57 crore and Sales Qtr at Rs 91.78 crore for KMC Speciality. The same snapshot shows Qtr Profit Var percent at 119.76 and Qtr Sales Var percent at 37.91, which users treat as a strong quarterly growth signal. Another line states standalone net profit stood at Rs 16.6 crore in Q1 FY26, up about 121.33 percent YoY versus Rs 7.5 crore in Q1 FY26, as derived in the post. Users are repeating that YoY growth figure as a key talking point when comparing momentum. Another shared note says the group recorded total comprehensive income of Rs 1,678.22 lakh. Separately, a two-line block shows revenue of Rs 67.35Cr (+13.05%) and Rs 93.59Cr (+11.20%), and profit of Rs 10.84Cr (+43.77%) and Rs 16.57Cr (+13.26%), without additional labeling in the post. Because the periods are not clearly identified in those snippets, commenters typically use them only as directional indicators. The overall message in these threads is that KMC’s recent quarterly profit print is being used as a benchmark against Gujarat Kidney’s higher headline margins.

Side-by-side table: what the posts highlight

The most shared comparisons boil down to scale, valuation, and profit conversion using the exact figures visible in the screenshots. Since some metrics vary across platforms and capture times, the table below only includes values explicitly shown in the social context. Readers are using this to sanity-check whether valuation multiples align with revenue size and profit levels. Gujarat Kidney’s case in posts is built on sharp revenue expansion from FY2024 to FY2025 and a high PAT margin in the FY2026 period ended June 30, 2025. KMC’s case is built on much larger annual revenue and profit in the shared comparison row. Both names show zero dividend yield in the posted snapshots where that field is visible. KMC is repeatedly highlighted for ROCE around 26 percent, while Gujarat Kidney shows ROCE at 19.02 percent in one panel. The main takeaway from the table is that the discussion is less about sector demand and more about how the market is pricing each company.

How investors on social media frame the risk

A repeated framing is that Gujarat Kidney is being priced on growth and margin durability rather than on long operating history. The IPO dates are used as a reminder that the stock’s public-market history is short compared with established hospital chains. The shift in promoter holding from 99.10 percent to 71.45 percent and the rise in shareholder count to 18,301 are cited as meaningful context, although threads do not explain the drivers. On valuation, the biggest debate is the P/E gap, with Gujarat Kidney shown near 70 to 90 versus KMC near 40 to 46 in shared snapshots. Some posters treat KMC’s larger revenue and net profit base as a comfort factor, especially when paired with ROCE around 26 percent. Others focus on Gujarat Kidney’s reported 35.41 percent PAT margin for the FY2026 period ended June 30, 2025 as an indicator of strong profit conversion. Several threads also note that peer mapping is not straightforward for Gujarat Kidney because a platform view says there is no suggested peer. The most grounded approach in the discussions is to keep the comparison limited to the numbers shown and avoid extrapolating beyond them.