Home / Transcripts / Jeena Sikho Lifecare Limited (JSLL) · August 18, 2025

Jeena Sikho Lifecare Limited (JSLL) Earnings Call Transcript

August 18, 2025

BSE IN Health Care Pharmaceuticals earnings 92 min

Earnings Call Speaker Segments

Operator operator
#1

Ladies and gentlemen, good day, and welcome to Jeena Sikho Lifecare Limited Q1 FY '26 Earnings Conference Call, hosted by Nuvama Wealth and Investment Limited. [Operator Instructions] Please note that this conference is being recorded. I now hand over the conference to Acharya Manish Grover, Managing Director of Jeena Sikho Lifecare Limited. Thank you, and over to you, sir.

Manish Grover executive
#2

[Foreign Language]

Nanak Chand executive
#3

Before I present Q1 FY '26 financial performance, this is to bring you to notice that we have adopted Indian [indiscernible] with effect from April '25. And hence, FY '25 financial number have been restated as we have migrated to main Board stock exchange. We have started reporting quarterly performance from this quarter. Now on the Q1 FY '26 performance. Revenue grew by 74% Y-o-Y basis to INR 174 crores in Q1 FY '26 as each of the products and service segments grew approximately 74% Y-o-Y basis. Services segment contributed 54% on revenue during the quarter. The EBITDA during the Q1 FY '26 jumped over the [ 3x ] 220% Y-o-Y to INR 78.8 crores by implying the EBITDA margin 45%. The Q1 FY '26 PAT grew by [ 3x ] up to 218% Y-o-Y to INR 51 crores. With this, we open the floor for a question-and-answer session. Thank you.

Operator operator
#4

[Operator Instructions] The first question is from the line of from Eyesight Fintrade Private Limited.

Sucrit Patil analyst
#5

I have two questions for -- one for Mr. Grover and one for Mr. Chand. [Foreign Language]

Manish Grover executive
#6

[Foreign Language]

Sucrit Patil analyst
#7

[Foreign Language]

Manish Grover executive
#8

[Foreign Language]

Operator operator
#9

The next question is from the line of Akshay from AK Investments.

Unknown Analyst analyst
#10

First of all, very, very congratulations for the best ever quarterly performance. [Foreign Language]

Manish Grover executive
#11

[Foreign Language]

Unknown Analyst analyst
#12

[Foreign Language]

Manish Grover executive
#13

[Foreign Language]

Unknown Analyst analyst
#14

[Foreign Language]

Manish Grover executive
#15

[Foreign Language]

Operator operator
#16

The next question is from the line of Abhishek from AB Capital.

Unknown Analyst analyst
#17

[Foreign Language]

Manish Grover executive
#18

[Foreign Language]

Unknown Analyst analyst
#19

[Foreign Language]

Manish Grover executive
#20

[Foreign Language]

Operator operator
#21

The next question is from the line of from Nilabja Dey from [ Asmo ] Research.

Unknown Analyst analyst
#22

First of all, thank you for the very good results. Actually, first question, on the call of 2024, [Foreign Language] you'll be hiring CEO and COO, [Foreign Language]

Manish Grover executive
#23

[Foreign Language]

Unknown Analyst analyst
#24

Actually, another thing, sir. After remaining [indiscernible] governance, I think your are on the right path. You have hired -- you have hired one very good auditor. You just mentioned about the [ safe course ] right now [Foreign Language]

Manish Grover executive
#25

[Foreign Language]

Nanak Chand executive
#26

ERP [Foreign Language]

Manish Grover executive
#27

[Foreign Language]

Unknown Analyst analyst
#28

I will take just one more question. In terms of internal auditor, if [ ENO ] is still your internal auditor? Just like to know.

Manish Grover executive
#29

[Foreign Language]

Unknown Analyst analyst
#30

So Grant Thornton would be your internal auditor and...

Manish Grover executive
#31

Internal auditor and [Foreign Language]

Nanak Chand executive
#32

Sir, I would like to clear on this part. Actually, we are -- right now, we have internal audit firm, which is Deepak K Garg & Associates and [ JT ] is the statutory auditor. So in the future, we are also going to change the internal auditor while we think for this according to the size of the organization.

Manish Grover executive
#33

[Foreign Language]

Unknown Analyst analyst
#34

[Foreign Language] you maintained the highest level of corporate governance so that [Foreign Language]. Last question, are you still maintaining your guidance for 25% tax?

Operator operator
#35

Sorry to interrupt, sir. We would request you to back for follow-up questions as there are other participants waiting. The next question is from the line of Keshav, an individual investor.

Unknown Attendee attendee
#36

[Foreign Language]

Manish Grover executive
#37

[Foreign Language]

Unknown Attendee attendee
#38

[Foreign Language]

Manish Grover executive
#39

[Foreign Language]

Unknown Attendee attendee
#40

[Foreign Language]

Manish Grover executive
#41

[Foreign Language]

Unknown Attendee attendee
#42

[Foreign Language] Congratulations on a good set of numbers and good results what you have for the company.

Operator operator
#43

The next question is from the line of [ Kush Kothari ] from [ Kothari Investments & Infrastructure ].

Unknown Analyst analyst
#44

[Foreign Language]

Manish Grover executive
#45

[Foreign Language]

Unknown Analyst analyst
#46

[Foreign Language]

Manish Grover executive
#47

[Foreign Language]

Unknown Analyst analyst
#48

[Foreign Language]

Manish Grover executive
#49

[Foreign Language] gross margin 85%.

Unknown Analyst analyst
#50

[Foreign Language]

Manish Grover executive
#51

[Foreign Language]

Operator operator
#52

The next question is from the line of [ Pri Rana ] from Equity Research Program.

Unknown Analyst analyst
#53

[Foreign Language] I know occupancy can't be compared because we've added all the beds this time, I think 700, 800 beds now. So -- but still, if you can give an occupancy number, like maybe matured hospitals and non-matured hospitals, what would it be?

Manish Grover executive
#54

[Foreign Language]

Unknown Analyst analyst
#55

[Foreign Language]

Manish Grover executive
#56

[Foreign Language]

Unknown Analyst analyst
#57

[Foreign Language]

Manish Grover executive
#58

[Foreign Language]

Operator operator
#59

The next question is from the line of Anjali Bajaj from [indiscernible].

Anjali Bajaj analyst
#60

Congratulations for a good set of numbers. [indiscernible] Can you share how this partnership will work in practice? Who will manage the operation? How's revenue shared? And also how many more such more college types are planned this year?

Manish Grover executive
#61

[Foreign Language]

Operator operator
#62

The next question is from the line of [ Divia Agarwal ] from [ Fincom Family Office].

Unknown Analyst analyst
#63

[Foreign Language]

Manish Grover executive
#64

[Foreign Language]

Nanak Chand executive
#65

[Foreign Language]

Manish Grover executive
#66

[Foreign Language]

Unknown Analyst analyst
#67

[Foreign Language]

Manish Grover executive
#68

[Foreign Language]

Unknown Analyst analyst
#69

[Foreign Language]

Manish Grover executive
#70

[Foreign Language]

Unknown Analyst analyst
#71

[Foreign Language]

Manish Grover executive
#72

[Foreign Language]

Unknown Analyst analyst
#73

[Foreign Language]

Manish Grover executive
#74

[Foreign Language]

Unknown Analyst analyst
#75

[Foreign Language]

Manish Grover executive
#76

[Foreign Language]

Unknown Analyst analyst
#77

[Foreign Language]

Manish Grover executive
#78

Right now, Grant Thornton [Foreign Language]

Unknown Analyst analyst
#79

[Foreign Language]

Manish Grover executive
#80

Yes [Foreign Language].

Unknown Analyst analyst
#81

[Foreign Language]

Manish Grover executive
#82

Yes, yes. [Foreign Language]

Unknown Analyst analyst
#83

[Foreign Language]

Manish Grover executive
#84

Yes, yes [Foreign Language]

Unknown Analyst analyst
#85

[Foreign Language]

Manish Grover executive
#86

[Foreign Language]

Operator operator
#87

The next question is from the line of Gaurav [indiscernible], an individual investor.

Unknown Attendee attendee
#88

Am I audible?

Manish Grover executive
#89

Yes, sir.

Unknown Attendee attendee
#90

First off, congratulations for the results. [Foreign Language]

Manish Grover executive
#91

[Foreign Language]

Unknown Attendee attendee
#92

[Foreign Language]

Manish Grover executive
#93

[Foreign Language]

Unknown Attendee attendee
#94

[Foreign Language]

Manish Grover executive
#95

[Foreign Language]

Unknown Attendee attendee
#96

[Foreign Language]

Manish Grover executive
#97

[Foreign Language]

Unknown Attendee attendee
#98

[Foreign Language]

Manish Grover executive
#99

[Foreign Language] maintain is a healthy margin.

Unknown Attendee attendee
#100

[Foreign Language]

Manish Grover executive
#101

[Foreign Language]

Unknown Attendee attendee
#102

[Foreign Language]

Manish Grover executive
#103

[Foreign Language] 2025 is a healthy margin for everyone. [Foreign Language]

Unknown Attendee attendee
#104

[Foreign Language]

Operator operator
#105

The next question is from the line of Neeraj Agarwal, an individual investor.

Neeraj Agarwal attendee
#106

[Foreign Language]

Manish Grover executive
#107

[Foreign Language]

Neeraj Agarwal attendee
#108

[Foreign Language]

Manish Grover executive
#109

[Foreign Language]

Nanak Chand executive
#110

So we are reducing our operating expenditure as compared to the last quarter by 1%. And our monthly expenditure right now is INR 30 crores per month. So we are maintaining the sustainability of the same, and we are getting the benefit of the operating margin. So we continuously in the path of reducing the expenses and increasing the opportunity for the operating leverage.

Manish Grover executive
#111

[Foreign Language]

Neeraj Agarwal attendee
#112

[Foreign Language]

Manish Grover executive
#113

[Foreign Language]

Neeraj Agarwal attendee
#114

[Foreign Language]

Manish Grover executive
#115

[Foreign Language]

Neeraj Agarwal attendee
#116

[Foreign Language]

Manish Grover executive
#117

[Foreign Language]

Neeraj Agarwal attendee
#118

[Foreign Language]

Manish Grover executive
#119

[Foreign Language]

Operator operator
#120

The next question is from the line of [indiscernible] from Crown Capital.

Unknown Analyst analyst
#121

Firstly, congratulations on a very good result, sir. [Foreign Language]

Manish Grover executive
#122

[Foreign Language]

Unknown Analyst analyst
#123

[Foreign Language]

Manish Grover executive
#124

[Foreign Language]

Unknown Analyst analyst
#125

Fair enough. [Foreign Language]

Manish Grover executive
#126

[Foreign Language]

Operator operator
#127

The next question is from the line of Chirag Shah from White Pine Investment Management.

Chirag Shah analyst
#128

[Foreign Language]

Manish Grover executive
#129

[Foreign Language]

Chirag Shah analyst
#130

[Foreign Language]

Manish Grover executive
#131

[Foreign Language]

Chirag Shah analyst
#132

[Foreign Language]

Manish Grover executive
#133

[Foreign Language]

Chirag Shah analyst
#134

[Foreign Language]

Manish Grover executive
#135

[Foreign Language]

Neha Sharma executive
#136

Good evening, sir. Hope everyone is in the peak of their health. [Foreign Language] This is a very different kind of technology [Foreign Language]

Manish Grover executive
#137

[Foreign Language]

Operator operator
#138

The next question is from the line of [indiscernible] Capital. [Technical Difficulty] The next question is from the line of Anurag Agrawal from Multify Wealth.

Anurag Agrawal analyst
#139

[Foreign Language]

Manish Grover executive
#140

[Foreign Language] 3%.

Anurag Agrawal analyst
#141

[Foreign Language]

Manish Grover executive
#142

[Foreign Language]

Anurag Agrawal analyst
#143

[Foreign Language] to understand how sustainable is the margin [Foreign Language]

Manish Grover executive
#144

[Foreign Language]

Operator operator
#145

The next question is from the line of [ Kush Kothari ] from [ Kothari Investment & Infrastructure ].

Unknown Analyst analyst
#146

[Foreign Language]

Manish Grover executive
#147

[Foreign Language]

Unknown Analyst analyst
#148

[Foreign Language]

Manish Grover executive
#149

[Foreign Language]

Unknown Analyst analyst
#150

[Foreign Language]

Manish Grover executive
#151

[Foreign Language]

Unknown Analyst analyst
#152

[Foreign Language]

Manish Grover executive
#153

[Foreign Language]

Unknown Analyst analyst
#154

[Foreign Language]

Manish Grover executive
#155

[Foreign Language]

Operator operator
#156

The next question is from the line of Pawan Kumar from Shade Capital.

Pawan Kumar analyst
#157

[Foreign Language]

Manish Grover executive
#158

[Foreign Language]

Neha Sharma executive
#159

[Foreign Language]

Manish Grover executive
#160

[Foreign Language]

Pawan Kumar analyst
#161

[Foreign Language]

Manish Grover executive
#162

[Foreign Language]

Pawan Kumar analyst
#163

[Foreign Language]

Manish Grover executive
#164

[Foreign Language]

Operator operator
#165

The next question is from the line of [ Divia Agarwal ] from [ Fincom Family Office ].

Unknown Analyst analyst
#166

[Foreign Language]

Manish Grover executive
#167

[Foreign Language]

Nanak Chand executive
#168

[Foreign Language]

Unknown Analyst analyst
#169

[Foreign Language]

Nanak Chand executive
#170

[Foreign Language]

Unknown Analyst analyst
#171

[Foreign Language]

Manish Grover executive
#172

[Foreign Language]

Unknown Analyst analyst
#173

[Foreign Language]

Manish Grover executive
#174

[Foreign Language]

Nanak Chand executive
#175

[Foreign Language]

Unknown Analyst analyst
#176

[Foreign Language]

Nanak Chand executive
#177

[Foreign Language]

Unknown Analyst analyst
#178

[Foreign Language]

Nanak Chand executive
#179

[Foreign Language]

Operator operator
#180

The next question is from the line of [indiscernible] from [indiscernible] Capital.

Unknown Analyst analyst
#181

First of all, I'm not only investor, I got a treatment in our Bangalore hospital for the [indiscernible]. Yes. I have one question. I see that corporate hospitals like Apollo, they are entering into Ayurveda. Do you see any opportunity to sell our products to them?

Manish Grover executive
#182

[Foreign Language]

Operator operator
#183

Ladies and gentlemen, that was the last question. I now hand over the conference to Mr. Ranvir Singh from Nuvama Wealth and Investment Limited. Thank you, and over to you, sir, for closing comments.

Ranvir Singh attendee
#184

Yes. Thank you, everybody. And just my apology for inconvenience, a lot of participants. There's a huge number of participants, and thanks to all. And these participant, there is a long queue for a question and answer also, so we had to curtail the question...

Manish Grover executive
#185

[Foreign Language]

Ranvir Singh attendee
#186

[Foreign Language] or in case you want any other clarification, please do approach me or even Nanak, and then we'll try to get it solve.

Manish Grover executive
#187

[Foreign Language]

Ranvir Singh attendee
#188

[Foreign Language]

Manish Grover executive
#189

[Foreign Language] Thank you very much, sir.

Ranvir Singh attendee
#190

Thank you. Thank you, everybody. Now we can conclude the call.

Operator operator
#191

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

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