Jeena Sikho Lifecare Q1 FY27: Growth Holds, Margins Normalize, Scale Keeps Building

Revenue from operations was INR 224.40 crore, EBITDA INR 92.11 crore (41% margin), and PAT INR 65.69 crore (28% margin), as per the investor presentation.

The presentation states services revenue of INR 106 crore (47% of mix) and products revenue of INR 118 crore (53% of mix) in Q1 FY27.

IPD volumes were 11,500 (33% YoY), OPD volumes 1.51 lakh (22% YoY), day care per day 19,419 (31% YoY), and VOPD consultations 69,119 (65% YoY), per the operating metrics slide.

Management and the CFO cited reduced government business due to delayed receivables and a reduction in ticket size to improve affordability, which can lower revenue per patient.

CFO stated around INR 7 crore of other income in Q1 FY27 was one-time (about INR 5 crore warrant valuation and about INR 2.5 crore capital gains), with a more normal level discussed as around INR 4 to 5 crore, subject to variability.

Management stated about 2,400 operational beds currently, a target of 3,000 to 3,500 operational beds in FY27, and 7,000 to 10,000 beds over 3 to 5 years (concall statements).

Management stated Entero testing and software integration were completed and that within about two weeks products would start appearing across Entero distributors (concall).