YATHARTH HOSPITALS: UPGRADES BED CAPACITY TARGET TO 7,000–8,000; ₹3,150 CR ADVENT INVESTMENT, GURUGRAM HOSPITAL TARGETED BY H1 FY28

• Capacity Target Upgraded: Management raises its expansion ambition to 7,000–8,000 beds over the next 3–5 years from the earlier 5,000-bed target, supported by Advent's investment • ₹3,150 Cr Strategic Investment: Advent plans to acquire a 24.9% stake through primary capital infusion, subject to regulatory approvals; promoter family expected to retain approximately 42% stake • Brownfield Expansion: Plans to add 450 beds over the next 24 months, including 200 beds at Greater Noida and 250 beds at Noida Extension • Gurugram Hospital: New 250-bed super-speciality hospital targeted to commence operations in H1 FY28, with proposed total investment of ₹200 Cr • Gurugram Investment Details: ₹100 Cr for 100% stake acquisition and an additional ₹100 Cr towards hospital development and medical equipment • Gurugram Revenue Potential: Management expects ARPOB above ₹50,000, supported by its location in a premium residential and corporate catchment • New Delhi Hospital: Model Town facility expected to achieve EBITDA breakeven during H2 FY27, with transplant programme approvals underway and radiation oncology in the pipeline • Faridabad Expansion: Radiation oncology services expected to commence at the Sector-20 hospital during H2 FY27, following the launch of robotic surgery and transplant programmes • Oncology Infrastructure: Plans to add two LINAC machines and two PET-CT facilities, expanding advanced cancer diagnosis and treatment capabilities • Margin Improvement Strategy: Focused on increasing occupancy at newer hospitals, improving the proportion of cash/TPA patients and expanding high-value specialities. Existing hospitals deliver approximately 28%+ EBITDA margins • International Patient Business: Expanding medical tourism through its exclusive hospital partnership with Noida International Airport, overseas referral networks and planned partnerships in Africa • Africa Expansion: Exploring a Kenya office through its tourism partner, while Ethiopia's Adera Hospital plans OPD services, surgical camps, training and patient referrals • Future Growth Strategy: Focused on strategic hospital acquisitions, greenfield and brownfield expansion, oncology, robotics, transplant programmes and improving revenue per occupied bed • FY27 Guidance & Capex: Presentation provides medium-term bed expansion targets and the ₹200 Cr Gurugram project outlay, but no quantified FY27 consolidated revenue growth or annual capex guidance

YATHARTH HOSP & TRA C S L

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