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MEDANTA: New Noida And Guwahati Hospitals Will Drive Long Term Upside

Update shared on 09 Dec 2025

Fair value Increased 0.29%
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Analysts have modestly raised their price target on Global Health by around ₹4 to approximately ₹1,370 per share, citing slightly stronger projected profit margins that more than offset a small tempering in long term revenue growth expectations.

What's in the News

  • Medanta has inaugurated a new 550 bed super speciality hospital in Sector 50, Noida, significantly expanding Global Health's footprint in the Delhi NCR and Western Uttar Pradesh region, with more than 130 ICU beds, 16 operating theatres, and more than 200 doctors already onboarded (Key Developments).
  • The Noida facility is expected to create an estimated 5,000 to 7,000 employment opportunities across clinical and non clinical roles, reinforcing Global Health's role as a major healthcare employer in North India (Key Developments).
  • Global Health has commenced construction of a more than 400 bed super speciality hospital in Guwahati, Assam, with an expected investment of about Rs 500 crores along National Highway 27 at Sarusajai (Key Developments).
  • The planned Guwahati hospital will offer a wide range of tertiary and quaternary care services, including multi organ transplant programs, advanced oncology, cardiology, neurosciences, and robotic procedures, aiming to raise healthcare standards across the Northeastern region (Key Developments).
  • The Guwahati project is also projected to generate 5,000 to 7,000 direct and indirect jobs, supporting broader socio economic development in the Northeast (Key Developments).

Valuation Changes

  • Fair Value: The intrinsic value estimate has risen slightly, increasing by about ₹4 from roughly ₹1,366 to approximately ₹1,370 per share.
  • Discount Rate: The discount rate assumption remains unchanged at about 12.76 percent, indicating a stable risk and return framework.
  • Revenue Growth: Long term annual revenue growth expectations have been trimmed marginally from about 15.22 percent to roughly 15.04 percent.
  • Net Profit Margin: Forecast net profit margin has improved slightly, moving from around 15.89 percent to about 15.95 percent.
  • Future P/E: The implied future valuation multiple has increased marginally, with the forward price to earnings assumption edging up from roughly 54.31x to about 54.52x.

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Disclaimer

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