Jeena Sikho Lifecare Limited (JSLL) Earnings Call Transcript & Summary

May 20, 2025

National Stock Exchange of India IN Health Care Health Care Providers and Services earnings 81 min

Earnings Call Speaker Segments

Operator

operator
#1

Ladies and gentlemen, welcome to the Jeena Sikho Lifecare Limited H2 FY '25 and FY '25 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Ranvir Singh from Nuvama Wealth and Investment Limited. Thank you, and over to you, sir.

Ranvir Singh

analyst
#2

Yes. Thank you, moderator. So on behalf of Jeena Sikho Lifecare Limited, I extend a very warm welcome to all participants on the H2 FY '25 and Full Year FY '25 Financial Results Discussion Call. Today on our call, we have Acharya Manish Grover-ji, Managing Director; and Mr. Nanak Chand, CFO. Before bringing with this call, I would like to give a short disclaimer. This call may contain some of the forward-looking statements, which are completely based upon management's beliefs, opinions, and expectations as of today. These statements are not a guarantee of company's future performance and involve unforeseen risks and uncertainties. With this, I would like to hand over this call to Acharya for his opening remarks. Over to you, sir.

Manish Grover

executive
#3

[Foreign Language]

Nanak Chand

executive
#4

Thank you, Manish sir. Good afternoon, everyone. As mentioned by Manish sir, we have achieved a healthy financial performance during the H2 FY '25 and FY '25. Here, there are these key highlights of H2 FY '25 results. Our revenue grew by 53% on Y-o-Y basis, that is INR 255 crores in H2 FY '25. The EBITDA during the H2 FY '25 grew by 36% Y-o-Y rate INR 65.60 crores, implying the EBITDA margin of 26%. The H2 FY '25 PAT grew by 17% Y-o-Y INR 43.85 crores. Now FY '25 results, the revenue from the operations grew by 45% Y-o-Y to INR 469 crores. Given why the hospital service business, which is grew by 83% Y-o-Y, that is 253.80 crores, while the product sales grew by 16% to INR 215.27 crores. The EBITDA during the FY '25 grew by 34% Y-o-Y to INR 124.88 crores, implying to EBITDA margin, 27%. The FY '25 PAT grew by 31% Y-o-Y to reach INR 90.73 crores. We maintained a healthy balance sheet with the net cash equivalent to INR 26 crores by the end of the FY '25 or FY '25. Our ROE and ROCE stood 39% and 63%, respectively. We spent INR 42 crores CapEx in FY '25. With this, we can open the floor for the question and answers. Thank you.

Operator

operator
#5

[Operator Instructions] First question is from the line of Agastya Dave from CAO Capital.

Agastya Dave

analyst
#6

Am I audible?

Operator

operator
#7

Yes, sir, please go ahead.

Agastya Dave

analyst
#8

[Foreign Language]

Manish Grover

executive
#9

[Foreign Language]

Agastya Dave

analyst
#10

[Foreign Language]

Manish Grover

executive
#11

[Foreign Language]

Agastya Dave

analyst
#12

[Foreign Language]

Manish Grover

executive
#13

[Foreign Language]

Agastya Dave

analyst
#14

[Foreign Language]

Manish Grover

executive
#15

[Foreign Language]

Agastya Dave

analyst
#16

[Foreign Language]

Manish Grover

executive
#17

[Foreign Language]

Agastya Dave

analyst
#18

[Foreign Language] margin attributable to increased cost of procurement for some consumables and medicines. [Foreign Language]

Manish Grover

executive
#19

[Foreign Language]

Operator

operator
#20

Next question is from the line of Abishek from AB Capital.

Unknown Analyst

analyst
#21

[Foreign Language]

Manish Grover

executive
#22

[Foreign Language]

Unknown Analyst

analyst
#23

Okay, sir. Okay, sir. [Foreign Language]

Manish Grover

executive
#24

[Foreign Language]

Unknown Analyst

analyst
#25

[Foreign Language]

Manish Grover

executive
#26

[Foreign Language]

Unknown Analyst

analyst
#27

Okay. Okay. [Foreign Language]

Manish Grover

executive
#28

[Foreign Language]

Unknown Analyst

analyst
#29

[Foreign Language]

Manish Grover

executive
#30

[Foreign Language]

Unknown Analyst

analyst
#31

Okay, sir. [Foreign Language]

Manish Grover

executive
#32

[Foreign Language]

Unknown Analyst

analyst
#33

Okay, sir. [Foreign Language]

Manish Grover

executive
#34

[Foreign Language]

Operator

operator
#35

[Operator Instructions] Next question is from the line of Akshay from AK Investment.

Akshay Kaila

analyst
#36

[Foreign Language]

Manish Grover

executive
#37

[Foreign Language]

Akshay Kaila

analyst
#38

Okay. [Foreign Language]

Manish Grover

executive
#39

[Foreign Language]

Akshay Kaila

analyst
#40

[Foreign Language]

Manish Grover

executive
#41

[Foreign Language]

Operator

operator
#42

Next question is from the line of Naveen Baid from Nuvama Asset Management.

Naveen Baid

analyst
#43

[Foreign Language]

Manish Grover

executive
#44

[Foreign Language]

Naveen Baid

analyst
#45

[Foreign Language]

Manish Grover

executive
#46

[Foreign Language]

Naveen Baid

analyst
#47

Okay. [Foreign Language]

Manish Grover

executive
#48

[Foreign Language]

Naveen Baid

analyst
#49

[Foreign Language]

Manish Grover

executive
#50

[Foreign Language]

Naveen Baid

analyst
#51

[Foreign Language]

Manish Grover

executive
#52

[Foreign Language]

Naveen Baid

analyst
#53

[Foreign Language]

Manish Grover

executive
#54

[Foreign Language]

Naveen Baid

analyst
#55

[Foreign Language]

Manish Grover

executive
#56

[Foreign Language]

Naveen Baid

analyst
#57

[Foreign Language]

Manish Grover

executive
#58

[Foreign Language]

Operator

operator
#59

Next question is from the line of Prerana Amanna from Equity Research Program.

Prerana Nireeksha Amanna

analyst
#60

Congratulations on a great set of numbers. [Foreign Language] We had a target of 25% this year. [Foreign Language] FY '26, can we reach that 25% of PAT margin?

Manish Grover

executive
#61

[Foreign Language]

Prerana Nireeksha Amanna

analyst
#62

[Foreign Language]

Manish Grover

executive
#63

[Foreign Language]

Prerana Nireeksha Amanna

analyst
#64

[Foreign Language]

Manish Grover

executive
#65

[Foreign Language]

Prerana Nireeksha Amanna

analyst
#66

[Foreign Language]

Manish Grover

executive
#67

[Foreign Language]

Prerana Nireeksha Amanna

analyst
#68

[Foreign Language]

Manish Grover

executive
#69

[Foreign Language]

Prerana Nireeksha Amanna

analyst
#70

[Foreign Language]

Operator

operator
#71

Next question is from the line of Pravesh Kothari from Kothari Investment and Infrastructure.

Pravesh Kothari

analyst
#72

[Foreign Language]

Manish Grover

executive
#73

[Foreign Language]

Pravesh Kothari

analyst
#74

[Foreign Language]

Manish Grover

executive
#75

[Foreign Language]

Nanak Chand

executive
#76

[Foreign Language]

Pravesh Kothari

analyst
#77

[Foreign Language]

Manish Grover

executive
#78

[Foreign Language]

Pravesh Kothari

analyst
#79

[Foreign Language]

Manish Grover

executive
#80

[Foreign Language]

Operator

operator
#81

Next question is from the line of Akshit Agarwal from Akshit Agarwal HUF.

Unknown Analyst

analyst
#82

[Foreign Language]

Manish Grover

executive
#83

[Foreign Language]

Operator

operator
#84

Next question is from the line of Amit Agarwal, an Individual Investor.

Unknown Attendee

attendee
#85

Sir, am I audible?

Manish Grover

executive
#86

Yes, sir.

Unknown Attendee

attendee
#87

[Foreign Language]

Manish Grover

executive
#88

[Foreign Language]

Unknown Attendee

attendee
#89

[Foreign Language]

Manish Grover

executive
#90

[Foreign Language]

Unknown Attendee

attendee
#91

[Foreign Language]

Manish Grover

executive
#92

[Foreign Language]

Operator

operator
#93

Next question is from the line of Chirag Shah from White Pine Investment Manager.

Chirag Shah

analyst
#94

[Foreign Language]

Manish Grover

executive
#95

[Foreign Language]

Chirag Shah

analyst
#96

[Foreign Language]

Manish Grover

executive
#97

[Foreign Language]

Chirag Shah

analyst
#98

[Foreign Language]

Manish Grover

executive
#99

[Foreign Language]

Chirag Shah

analyst
#100

[Foreign Language]

Manish Grover

executive
#101

[Foreign Language]

Chirag Shah

analyst
#102

[Foreign Language]

Manish Grover

executive
#103

[Foreign Language]

Operator

operator
#104

Next question is from the line of Nitin Gupta, an individual investor.

Unknown Attendee

attendee
#105

Hello, am I audible?

Operator

operator
#106

Yes, sir.

Manish Grover

executive
#107

Yes, sir.

Unknown Attendee

attendee
#108

[Foreign Language]

Manish Grover

executive
#109

[Foreign Language]

Unknown Attendee

attendee
#110

[Foreign Language]

Manish Grover

executive
#111

[Foreign Language]

Unknown Attendee

attendee
#112

[Foreign Language]

Manish Grover

executive
#113

[Foreign Language]

Unknown Attendee

attendee
#114

[Foreign Language]

Manish Grover

executive
#115

[Foreign Language]

Operator

operator
#116

Next question is from the line of Vivi Agarwal from FICAM Family Office.

Unknown Analyst

analyst
#117

[Foreign Language]

Operator

operator
#118

Mr. Agarwal, we're not able to hear you clearly.

Unknown Analyst

analyst
#119

Am I audible?

Manish Grover

executive
#120

[Foreign Language]

Unknown Analyst

analyst
#121

[Foreign Language]

Manish Grover

executive
#122

[Foreign Language]

Unknown Analyst

analyst
#123

[Foreign Language]

Manish Grover

executive
#124

[Foreign Language]

Operator

operator
#125

Next question is from the line of Keshav Lahoti from HDFC Securities.

Keshav Lahoti

analyst
#126

[Foreign Language]

Manish Grover

executive
#127

[Foreign Language]

Keshav Lahoti

analyst
#128

Understood. [Foreign Language]

Manish Grover

executive
#129

[Foreign Language]

Operator

operator
#130

Next question is from the line of Gaurav Didwania from Cor Advisors LLP.

Gaurav Didwania

analyst
#131

[Foreign Language]

Manish Grover

executive
#132

[Foreign Language]

Gaurav Didwania

analyst
#133

[Foreign Language]

Manish Grover

executive
#134

[Foreign Language]

Gaurav Didwania

analyst
#135

[Foreign Language]

Manish Grover

executive
#136

[Foreign Language]

Gaurav Didwania

analyst
#137

[Foreign Language]

Manish Grover

executive
#138

[Foreign Language]

Gaurav Didwania

analyst
#139

[Foreign Language]

Manish Grover

executive
#140

[Foreign Language]

Gaurav Didwania

analyst
#141

[Foreign Language]

Manish Grover

executive
#142

[Foreign Language]

Gaurav Didwania

analyst
#143

[Foreign Language]

Manish Grover

executive
#144

[Foreign Language]

Gaurav Didwania

analyst
#145

[Foreign Language]

Manish Grover

executive
#146

[Foreign Language]

Operator

operator
#147

Next question is from the line of Abhishek from AB Capital.

Unknown Analyst

analyst
#148

[Foreign Language]

Manish Grover

executive
#149

[Foreign Language]

Unknown Analyst

analyst
#150

[Foreign Language]

Manish Grover

executive
#151

[Foreign Language]

Operator

operator
#152

Next question is from the line of Shalin Parikh from MYCPE One.

Shalin Parikh

analyst
#153

Hello. [Foreign Language]

Manish Grover

executive
#154

[Foreign Language]

Shalin Parikh

analyst
#155

[Foreign Language]

Manish Grover

executive
#156

[Foreign Language]

Shalin Parikh

analyst
#157

[Foreign Language]

Manish Grover

executive
#158

[Foreign Language]

Shalin Parikh

analyst
#159

[Foreign Language]

Manish Grover

executive
#160

[Foreign Language]

Operator

operator
#161

Ladies and gentlemen, that was the last question of the day. I now hand the conference over to Mr. Ranvir Singh from Nuvama Wealth and Investment Limited. Over to you, sir.

Ranvir Singh

analyst
#162

Thank you, all. Thank you for participation, and thank you, the management. Sir, Acharya-ji, you would like to [Foreign Language]

Manish Grover

executive
#163

[Foreign Language]

Ranvir Singh

analyst
#164

Moderator, we can close the call now.

Operator

operator
#165

Okay, sir. On behalf of Nuvama Wealth & Investment Limited, that concludes this conference. Thank you for joining us, and you may now disconnect your lines.

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