Guidance of 34-42% revenue growth in FY25. Growth to be driven by increase in number of bed and average revenue per occupied bed. EBITDA margins to be sustained during this growth
Hi Avi ... Yes you are right. We are also using the Q2-25 published data on which to base the analysis. With Q3-25 results the shares will change and we will also change our EPS calculations. We see the risk associated with QIP. "YATHARTH has launched a QIP to fund the acquisition of hospitals as it looks to increase in number of beds. One needs to watch out if this is a one off. A pattern of equity dilution will impact the EPS growth"
I think the TTM PE is around 40. TTM EPS after the QIP is 13.38 (with 9.64cr shares) but all websites seem to be calculating it with the share count from before the QIP.
Hi Avi ... Yes you are right. We are also using the Q2-25 published data on which to base the analysis. With Q3-25 results the shares will change and we will also change our EPS calculations. We see the risk associated with QIP. "YATHARTH has launched a QIP to fund the acquisition of hospitals as it looks to increase in number of beds. One needs to watch out if this is a one off. A pattern of equity dilution will impact the EPS growth"
I think the TTM PE is around 40. TTM EPS after the QIP is 13.38 (with 9.64cr shares) but all websites seem to be calculating it with the share count from before the QIP.