Earnings Beat: Narayana Hrudayalaya Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Narayana Hrudayalaya Limited (NSE:NH) just released its latest quarterly results and things are looking bullish. Narayana Hrudayalaya beat earnings, with revenues hitting ₹16b, ahead of expectations, and statutory earnings per share outperforming analyst reckonings by a solid 14%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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After the latest results, the six analysts covering Narayana Hrudayalaya are now predicting revenues of ₹77.8b in 2026. If met, this would reflect a huge 31% improvement in revenue compared to the last 12 months. Per-share earnings are expected to step up 14% to ₹47.35. Before this earnings report, the analysts had been forecasting revenues of ₹77.1b and earnings per share (EPS) of ₹47.07 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

Check out our latest analysis for Narayana Hrudayalaya

The consensus price target rose 9.1% to ₹2,033despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Narayana Hrudayalaya's earnings by assigning a price premium. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Narayana Hrudayalaya analyst has a price target of ₹2,520 per share, while the most pessimistic values it at ₹1,540. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that Narayana Hrudayalaya's rate of growth is expected to accelerate meaningfully, with the forecast 70% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 16% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 20% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Narayana Hrudayalaya to grow faster than the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for Narayana Hrudayalaya going out to 2028, and you can see them free on our platform here.

It might also be worth considering whether Narayana Hrudayalaya's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.