KMC Speciality Hospitals (India) LtdNSE:KMCSHIL
Current view Q4 2026
Single-city Trichy hospital. Its new 200-bed block filled from 65% to 81% occupancy, doubling FY26 profit to Rs47cr; trustworthy team. But the easy ramp is now done and the stock is pricey at P/E 47.
Latest exchange filings last 5 · 5 after Q4 2026
- 15 Sep ’26Revised Disclosures under Reg. 31(1) and 31(2) of SEBI (SAST) Regulations, 2011. 15 Sep ↗
- 15 Sep ’26Disclosures under Reg. 31(1) and 31(2) of SEBI (SAST) Regulations, 2011. 15 Sep ↗
- 4 Sep ’26Newspaper Advertisement for the 43rd Annual General Meeting of the Company. ↗
- 3 Sep ’26Submitted BRSR for FY 2025-26 under Regulation 34. ↗
- 3 Sep ’26Annual report 2025-26 and 43rd AGM scheduled for 28 September 2026 via VC/OAVM. ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
AI concall report · Q4 2026
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q4 2026
| Metric | This year vs lastYoY · vs Q4 2025 | vs the quarter beforeQoQ, sequential · vs Q3 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +34.4% | +0.0% | +25.2% | +24.3% |
| Operating profit | ▲ +73.3% | +4.0% | +27.4% | +30.1% |
| EPS | ▲ +221.4% | +7.1% | +20.5% | +29.8% |
| PAT | ▲ +200.0% | +7.1% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +34.4%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
No score — no price data. The eight growth columns arrive with the quarter's Excel import; until then a number here would be invented.
How it compares with its rivals Healthcare · 6 of 30 listed
These are the industry's largest names rather than companies of its own size, so the columns are worth reading straight across — a ranking against them would only be restating the size gap.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| KMC Speciality | ₹153 | 44.7× | ₹2,491 Cr | 26.2% | +119.8% | +37.9% |
| Apollo Hospitals | ₹8,834 | 60.4× | ₹1.27 L Cr | 17.4% | +34.2% | +20.6% |
| Max Healthcare | ₹1,052 | 68.4× | ₹1.02 L Cr | 14.7% | +4.9% | +16.7% |
| Manipal Health | ₹738 | 109.7× | ₹97,134 Cr | 12.1% | −7.9% | +38.1% |
| Fortis Health. | ₹895 | 63.4× | ₹67,603 Cr | 13.4% | +3.4% | +17.5% |
| Aster DM Quality | ₹764 | 184.5× | ₹66,574 Cr | 11.6% | −46.1% | +21.6% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | wider, but it has moved around a lot | operating margin 25% → 31% over 3 years |
|---|---|---|
| Did the profit turn into cash? | more than all of it — reserves released cash too | 99% last year, 104% over three · free cash flow ₹63 cr, positive in 2 of 5 years |
| Is the growth borrowed? | lightly borrowed | ₹84 cr — 0.40× its own equity (was 0.54×) |
| Is it being collected? | collection is steady | 9 days to collect, down 0 in a year · cash cycle −42 days |
| Who has been buying? | the promoters have held steady | promoters 75.0%, 75.0% → 75.0% over 2.8 years · FIIs 0.0% · shareholders 81,967 → 88,487 |
| What does it earn on its capital? | earns a high return on the capital it employs | ROCE 26.2% · ROE 24.9% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company is expected to give good quarter
- Company has delivered good profit growth of 29.6% CAGR over last 5 years
- Company's median sales growth is 22.9% of last 10 years
Against it
- Stock is trading at 11.9 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.