Rainbow Children's Medicare LtdNSE:RAINBOW
Current view Q4 2026
India's largest children's-hospital chain. It has built lots of new beds that are still half-empty, so profits can grow just by filling them. New CEO targets 20% growth; management delivers consistently.
Latest exchange filings last 5 · 5 after Q4 2026
- 16 Sep ’26Rainbow commenced operations of its 50-bed women’s and children’s hospital in Guntur, Andhra Pradesh, on September 16, 2026. ↗
- 11 Sep ’26Rainbow Children’s schedules analyst/institutional investor meetings on September 18, 21 and 22, 2026 in Mumbai. ↗
- 31 Aug ’26Chief Strategy and Growth Officer Srinath Metla resigns; last working day September 5, 2026. ↗
- 25 Aug ’26Vikas Maheshwari resigns as CFO and KMP effective August 31, 2026; replacement search underway. ↗
- 14 Aug ’26Rainbow Children’s Medicare completed 64% acquisition of Super Prime Medical Care LLP on August 14, 2026. ↗
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 | ▲ +24.3% | +3.4% | +13.2% | +21.2% |
| Operating profit | ▲ +26.1% | −1.4% | +11.0% | +27.5% |
| EPS | ▲ +36.8% | +6.3% | +9.7% | +24.7% |
| PAT | ▲ +36.8% | +5.4% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +24.3%, 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
Average51/100
Growing, but too slowly to re-price. Profit per share grew 10% a year. A big re-pricing usually needs more than 15% a year, so the score is capped no matter how cheap it looks.
₹1,373 → ₹2,745 needs the P/E at 76× — it is 50× today, and has ranged 38× to 74× over the last 5 years. The rest would come from earnings growing as they have.
What you pay for its profitlog scale · 5-year range
Tripling needs 114× — never traded above 74× in 5 years.
Re-rated already, on growth that doesn't fully back it.
How this is calculated
This is arithmetic, not a forecast — Return = ΔEPS × ΔMultiple. It says what would have to be true, not how likely it is, and "earnings keep growing at this rate for three more years" is the assumption doing the most work. This is a mid-cap at ₹14,814 cr, so the odds of a re-rate are not fighting its own size.
Band capped: growth of 9.7% is below the 15% bar a re-rate needs.
Growth rate used: 9.7% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 37%.
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 |
|---|---|---|---|---|---|---|
| Rainbow Child. | ₹1,460 | 51.8× | ₹14,829 Cr | 17.4% | +13.2% | +33.2% |
| Apollo Hospitals | ₹8,827 | 60.3× | ₹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 | 109.6× | ₹97,055 Cr | 12.1% | −7.9% | +38.1% |
| Fortis Health. | ₹895 | 63.4× | ₹67,588 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? | slightly narrower than 3 years earlier | operating margin 31% → 29% over 3 years |
|---|---|---|
| Did the profit turn into cash? | most of it arrived as cash | 95% last year, 96% over three · free cash flow ₹204 cr, positive in 4 of 5 years |
| Is the growth borrowed? | borrowed about as much as it owns | ₹891 cr — 0.54× its own equity (was 0.52×) |
| Is it being collected? | collection is steady | 22 days to collect, up 3 in a year · cash cycle −73 days |
| Who has been buying? | the promoters have held steady | promoters 49.8%, 49.8% → 49.8% over 2.8 years · FIIs 16.0% (−7.6) · DIIs 22.6% (+7.1) · shareholders 79,187 → 89,305 |
| What does it earn on its capital? | earns a fair return on its capital | ROCE 17.4% · ROE 15.9% |
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's median sales growth is 22.8% of last 10 years
Against it
- Stock is trading at 9.06 times its book value
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.