Home / Transcripts / Jeena Sikho Lifecare Limited (JSLL) · November 7, 2025

Jeena Sikho Lifecare Limited (JSLL) Earnings Call Transcript

November 7, 2025

BSE IN Health Care Health Care Providers and Services earnings 67 min

Earnings Call Speaker Segments

Operator operator
#1

Ladies and gentlemen, good day, and welcome to the Jeena Sikho Lifecare Limited Q2 FY '26 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded. I now hand the conference over to Mr. Ranvir Singh from Nuvama Wealth. Thank you, and over to you, sir.

Ranvir Singh analyst
#2

On behalf of Jeena Sikho Lifecare Limited, I extend a very warm welcome to all participants on the Q2 FY '26 financial results discussion call. Today on the call, we have Mr. Manish Grover ji, popularly known as Acharya ji, Managing Director; and Mr. Nanak Chand, CFO. Before beginning 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 belief, opinion 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 the call to Acharya Manish ji for his opening remarks. Over to you, sir.

Manish Grover executive
#3

[Foreign Language]

Nanak Chand executive
#4

Good afternoon, everyone. Thanks, Manish sir. As mentioned by Manish sir, we have achieved a healthy financial performance during the Q2 FY '26. Here are the key highlights. Q2 FY '26 results. So I am pleased to present before you the detailed financial performance of Jeena Sikho Lifecare Limited for quarter ended September 30, 2025, Q2 FY '26. Before we move to the details, I would like to highlight that it was the second quarter of reporting under Ind AS following our migration to main Board in August 2025. And our financial statements and disclosures are now fully aligned with the main Board standard and showing high transparency and compatibility. The company continues to maintain the strong balance sheet supported by the robust operating cash flows and prudent financial management. Now on the Q2 FY '26 performance. Revenue, our revenue grew by 66% on a Y-o-Y basis to INR 190 crores in Q2 FY '26 as product segment grew approximately 78% Y-o-Y. Service segment contributed 50% revenue during the quarter. The EBITDA during the Q2 FY '26 [ jumped over the ] 129% Y-o-Y basis to INR 92 crores by implying the EBITDA margins of 48%. The Q2 FY '26 PAT grew 121% Y-o-Y basis to INR 58.78 crores. With this, we open the floor for the question-and-answer session. Thank you.

Operator operator
#5

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

Manish Grover executive
#6

[Foreign Language]

Akshay Kaila analyst
#7

[Foreign Language]

Manish Grover executive
#8

[Foreign Language]

Akshay Kaila analyst
#9

[Foreign Language]

Manish Grover executive
#10

[Foreign Language]

Akshay Kaila analyst
#11

[Foreign Language]

Manish Grover executive
#12

[Foreign Language]

Operator operator
#13

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

Unknown Analyst analyst
#14

Am I audible?

Manish Grover executive
#15

[Foreign Language]

Unknown Analyst analyst
#16

[Foreign Language]

Manish Grover executive
#17

[Foreign Language]

Unknown Analyst analyst
#18

[Foreign Language]

Manish Grover executive
#19

[Foreign Language]

Operator operator
#20

The next question is from the line of Ashok Parekh, an individual investor.

Manish Grover executive
#21

[Foreign Language]

Unknown Attendee attendee
#22

[Foreign Language]

Manish Grover executive
#23

[Foreign Language]

Unknown Attendee attendee
#24

[Foreign Language]

Manish Grover executive
#25

[Foreign Language]

Unknown Attendee attendee
#26

[Foreign Language]

Manish Grover executive
#27

[Foreign Language]

Unknown Attendee attendee
#28

[Foreign Language]

Manish Grover executive
#29

[Foreign Language]

Operator operator
#30

[Operator Instructions] The next question is from the line of Praveen Kumar, an individual investor.

Unknown Attendee attendee
#31

Sir, can you hear me?

Manish Grover executive
#32

[Foreign Language]

Unknown Attendee attendee
#33

[Foreign Language] Manish ji, I was looking -- eagerly waiting to get in the call with you. Right. So many congratulations on your Q2 numbers. And I have a couple of questions, Manish ji. How is the early trend of your OTC business? First question. And my second question is, is there any revenue sharing planned with Chandan Healthcare? What's the strategy of planning there? And my last question is that do you want to update your FY '26 guidance from previously quoted INR 700 crores?

Manish Grover executive
#34

[Foreign Language]

Unknown Attendee attendee
#35

Okay. Sir, I'm not that comfortable with Hindi, but I can understand. But I'm not -- I can't speak...

Manish Grover executive
#36

[Foreign Language]

Nanak Chand executive
#37

And there was one more question on the guidance of '26. Would you like to update that?

Manish Grover executive
#38

[Foreign Language]

Operator operator
#39

The next question is from the line of Gaurav Sanghvi, an individual investor.

Unknown Attendee attendee
#40

Am I audible?

Manish Grover executive
#41

Yes. [Foreign Language]

Unknown Attendee attendee
#42

[Foreign Language]

Manish Grover executive
#43

[Foreign Language]

Unknown Attendee attendee
#44

[Foreign Language]

Manish Grover executive
#45

[Foreign Language]

Operator operator
#46

The next question is from the line of Sainik Mehta from [indiscernible] Wealth.

Unknown Analyst analyst
#47

[Foreign Language]

Manish Grover executive
#48

[Foreign Language]

Operator operator
#49

The next question is from the line of Deepak Poddar from Sapphire Capital.

Deepak Poddar analyst
#50

Am I audible, sir?

Manish Grover executive
#51

Yes, sir. [Foreign Language]

Deepak Poddar analyst
#52

[Foreign Language]

Manish Grover executive
#53

[Foreign Language]

Deepak Poddar analyst
#54

[Foreign Language]

Manish Grover executive
#55

[Foreign Language]

Deepak Poddar analyst
#56

[Foreign Language]

Manish Grover executive
#57

[Foreign Language]

Deepak Poddar analyst
#58

Okay. Okay. And just last final thing, [Foreign Language]

Manish Grover executive
#59

[Foreign Language]

Operator operator
#60

The next question is from the line of [ Pratik Tandale ] from Code Advisors LLP.

Unknown Analyst analyst
#61

Hello, am I audible?

Manish Grover executive
#62

Yes, sir.

Unknown Analyst analyst
#63

[Foreign Language] Q1, we had 55. They stand at, right now?

Manish Grover executive
#64

Now, we have 58.

Unknown Analyst analyst
#65

58. In terms of clinic, we had 61 as of Q1.

Manish Grover executive
#66

Now we have 59.

Unknown Analyst analyst
#67

Right. And the number of beds?

Manish Grover executive
#68

And 35 franchisees.

Unknown Analyst analyst
#69

35 franchisees. Okay. We have bed...

Manish Grover executive
#70

46, we have NABH centers now.

Unknown Analyst analyst
#71

45 NABH. Okay.

Manish Grover executive
#72

46 NABH. And 5 are in pipeline.

Unknown Analyst analyst
#73

46, 5 in pipeline. In terms of IPD and OPD, if you could give the updated numbers for Q2.

Manish Grover executive
#74

Sir, IPD 58 hospital [Foreign Language]

Unknown Analyst analyst
#75

No, sir. I'm talking in terms of -- So Q1, we were at 861 -- 8,616, and OPD was 1.24 lakh. So...

Manish Grover executive
#76

[Foreign Language]

Unknown Analyst analyst
#77

[Foreign Language]

Manish Grover executive
#78

8,616 first quarter, and 9,614 in second quarter. And total OPD volume is 1,24,364 in quarter 1. Now is 1,40,144 in quarter 2.

Unknown Analyst analyst
#79

Okay. Perfect. And net profit margin guidance is 20% to 22%, right?

Manish Grover executive
#80

Yes, yes. Our average revenue per bed on quarter 1 is INR 8,287 and in quarter 2 is INR 8,324. Our occupancy is about same 57%.

Unknown Analyst analyst
#81

57%. Similar as Q1, right?

Manish Grover executive
#82

Similar as Q1. If we calculate from last financial year '25 bed, it is more than 80%. Because 1,600 bed total in [ 50 ] '25. [Foreign Language]

Unknown Analyst analyst
#83

Number of beds as of Q1 was 2,179. Am I correct?

Manish Grover executive
#84

Yes, yes. As of now is 2,220.

Unknown Analyst analyst
#85

2,220. These are open 2,800. This is your remaining in 2 to 3 months [Foreign Language]

Manish Grover executive
#86

[Foreign Language]

Unknown Analyst analyst
#87

Right. So the operational one as of this quarter is 22...

Manish Grover executive
#88

2,220.

Operator operator
#89

The next question is from the line of Ronak Duggar, an individual investor.

Unknown Attendee attendee
#90

[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]

Operator operator
#96

Sorry to interrupt, Mr. Ronak. May we request you to please rejoin the queue. We have participants waiting for their turn. The next question is from the line of Amit Joshi, an individual investor.

Unknown Attendee attendee
#97

[Foreign Language]

Manish Grover executive
#98

[Foreign Language]

Unknown Attendee attendee
#99

[Foreign Language] 985548... [Foreign Language]

Manish Grover executive
#100

9855487770.

Unknown Analyst analyst
#101

[Foreign Language]

Manish Grover executive
#102

[Foreign Language]

Operator operator
#103

The next question is from the line of Kamal Sharma from Srishti Wealth.

Unknown Attendee attendee
#104

[Foreign Language]

Manish Grover executive
#105

[Foreign Language]

Unknown Attendee attendee
#106

[Foreign Language]

Manish Grover executive
#107

[Foreign Language] Nanak ji?

Nanak Chand executive
#108

[Foreign Language]

Manish Grover executive
#109

[Foreign Language]

Operator operator
#110

The next question is from the line of Devi Agrawal from [ Fimcom ] Family Office.

Unknown Attendee attendee
#111

[Foreign Language]

Manish Grover executive
#112

Nanak ji?

Nanak Chand executive
#113

First of all [Foreign Language]

Manish Grover executive
#114

[Foreign Language]

Unknown Attendee attendee
#115

[Foreign Language]

Manish Grover executive
#116

[Foreign Language]

Unknown Attendee attendee
#117

[Foreign Language] financial statement restate [Foreign Language]

Manish Grover executive
#118

[Foreign Language] Nanak ji?

Nanak Chand executive
#119

Yes, sir. Yes, yes. [Foreign Language] we'll share with you.

Operator operator
#120

The next question is from the line of Sanjay Nandi from VT Capital.

Unknown Attendee attendee
#121

[Foreign Language]

Manish Grover executive
#122

[Foreign Language]

Operator operator
#123

The next question is from the line of Akhilesh Rawat from [ Vedant ] Vision Private Limited.

Unknown Attendee attendee
#124

[Foreign Language] Am I audible?

Manish Grover executive
#125

[Foreign Language]

Unknown Attendee attendee
#126

[Foreign Language]

Manish Grover executive
#127

[Foreign Language]

Unknown Attendee attendee
#128

[Foreign Language]

Manish Grover executive
#129

[Foreign Language]

Unknown Attendee attendee
#130

[Foreign Language] we will go to our other part of the...

Manish Grover executive
#131

[Foreign Language]

Operator operator
#132

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

Chirag Shah analyst
#133

[Foreign Language]

Manish Grover executive
#134

[Foreign Language]

Chirag Shah analyst
#135

[Foreign Language]

Manish Grover executive
#136

[Foreign Language]

Chirag Shah analyst
#137

[Foreign Language]

Manish Grover executive
#138

[Foreign Language]

Chirag Shah analyst
#139

[Technical Difficulty]

Manish Grover executive
#140

[Foreign Language]

Operator operator
#141

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

Unknown Attendee attendee
#142

[Foreign Language] increase our sale through e-commerce...

Manish Grover executive
#143

[Foreign Language]

Unknown Attendee attendee
#144

[Foreign Language] regarding quick commerce like Blinkit...

Manish Grover executive
#145

[Foreign Language] Zepto, Blinkit [Foreign Language]

Unknown Attendee attendee
#146

[Foreign Language] regarding healthcare Ease or South [Foreign Language]

Operator operator
#147

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

Akshay Kaila analyst
#148

[Foreign Language]

Manish Grover executive
#149

[Foreign Language]

Operator operator
#150

Ladies and gentlemen, that was the last question for today. I would now like to hand the conference over to the management for closing comments.

Manish Grover executive
#151

[Foreign Language]

Operator operator
#152

No, sir. It is like handed over to you for closing comments.

Manish Grover executive
#153

Okay. Okay. [Foreign Language]

Operator operator
#154

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

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