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Artemis Medicare Services Ltd

| Quarterly Financial Results Q3 FY 2025-26

BULLISH SENTIMENT

Report Source

2nd Feb 26

Summary : Artemis Medicare Services Ltd. approved Q3/9M FY25 results and a significant fundraise of Rs. 700 crores, indicating growth and expansion plans despite new labor code impacts.

Quarterly Report Analysis & Insights

Financial Disclosures

  1. Standalone Total Expenses (Q3 Dec 25): 24,196.49 Lacs
  2. Standalone Exceptional Items (Impact of Labour Code) (Q3 Dec 25): 307.44 Lacs
  3. Consolidated Total Expenses (Q3 Dec 25): 24,697.28 Lacs
  4. Consolidated Exceptional Items (Impact of Labour Code) (Q3 Dec 25): 307.44 Lacs
  5. Standalone Revenue from Operations (Q3 Dec 25): 26,712.34 Lacs
  6. Standalone Total Income (Q3 Dec 25): 27,461.14 Lacs
  7. Standalone Revenue from Operations (9M Dec 25): 78,670.51 Lacs
  8. Standalone Total Income (9M Dec 25): 80,893.42 Lacs
  9. Consolidated Revenue from Operations (Q3 Dec 25): 27,235.23 Lacs
  10. Consolidated Total Income (Q3 Dec 25): 27,981.24 Lacs
  11. Consolidated Revenue from Operations (9M Dec 25): 80,201.60 Lacs
  12. Consolidated Total Income (9M Dec 25): 82,405.84 Lacs
  13. Increased gratuity and leave liability due to new Labour Codes, presented as an exceptional item.
  14. Issued equity shares to Managing Director under ESOP.
  15. Both standalone and consolidated unaudited financial results are presented.
  16. Consolidated results include Artemis Medicare Services Limited (Holding Company) and Artemis Cardiac Care Private Limited (Subsidiary).

Corporate Overview

  1. Revenue from operations is segmented into India and Outside India.
  2. India (Q3 Dec 25 Standalone): 17,962.42 Lacs
  3. Outside India (Q3 Dec 25 Standalone): 8,749.92 Lacs
  4. India (Q3 Dec 25 Consolidated): 18,485.31 Lacs
  5. Outside India (Q3 Dec 25 Consolidated): 8,749.92 Lacs
  6. Impact of new Labour Codes leading to increased gratuity and leave liability.
  7. Primarily provides Healthcare services to patients.
  8. Formal and compliant with regulatory disclosure requirements.
  9. Patients receiving healthcare services.
  10. Only one reportable business segment: Healthcare Services.
  11. Approved raising funds up to Rs. 700 crores for various purposes.

Risk Factors

  1. Increased employee benefit liabilities.
  2. Uncertainty from new Labour Codes.
  3. Regulatory changes impact financial results.
  4. Monitoring future labor law developments.

Key Drivers

  1. Approved significant fundraise of ₹700 crores.
  2. Strong revenue and profit growth reported.
  3. Unmodified auditor's review report.
  4. Potential for future business expansion.

Auditor’s Report

  1. Unmodified review conclusion on both Standalone and Consolidated Unaudited Financial Results.
  2. No material misstatement identified in the financial statements.
  3. Review of subsidiary (Artemis Cardiac Care Private Limited) financial information was based on another auditor's report.

Board Commentary

  1. Increased gratuity and leave liability due to new Labour Codes.
  2. Impact of new Labour Codes (Code on Wages, Industrial Relations Code, Code on Social Security, Occupational Safety, Health and Working Conditions Code) leading to an exceptional increase in gratuity & leave liability by 307.44 Lacs.
  3. Approved raising funds up to Rs. 700 crores via equity shares, convertible debentures, or other securities.

Corporate Governance

  1. Audit Committee reviewed financial results.
  2. Board of Directors approved financial results.

Management Discussion & Analysis

Future Strategy

  1. Approved raising funds up to Rs. 700 crores through various instruments for future capital needs.

Operational Focus Areas

  1. Monitoring developments pertaining to new Labour Codes.
  2. Evaluating impact on employee benefits liability.

Performance Drivers

  1. Growth in revenue from operations year-over-year.
  2. Increase in net profit after tax year-over-year.

Risk Control Measures

  1. Continuously monitoring developments related to Labour Codes.

Critical Risks

  1. Increased gratuity and leave liability due to new Labour Codes.
  2. Potential future impact of Labour Codes on employee benefits.
Artemis Medicare Services Ltd (ARTEMISMED) Quarterly Report Analysis & Insights | Dhanarthi