RAINBOW

Rainbow Childrens Medicare share price & financials

Price
₹1,470.8
Market cap
₹16.1k Cr
Sector
Healthcare
Calls analysed
7
Latest concall · Q1 FY27 · call held 31 Jul 2026

Rainbow Childrens Medicare Limited Q1 FY27

Operating Revenue ₹470 cr +33%EBITDA ₹134.6 cr +30%EBITDA Margin 28.6% PAT ₹62.5 cr +16%

What went well

  • Operating revenue grew by 33% year-on-year to ₹470 crores, driven by balanced contributions from mature and new facilities.
  • EBITDA grew by 30% year-on-year to ₹134.6 crores, maintaining a healthy EBITDA margin of 28.6%.
  • Profit after tax increased by 16% year-on-year to ₹62.5 crores.

What to watch

  • Temporary pressure on margins due to the addition of almost 40% bed capacity in the last two years.
  • Initial losses incurred at newly commissioned hospitals during their ramp-up phase.
Read the full call →

What Rainbow Childrens Medicare Limited does

Rainbow Children's Medicare operates a chain of standalone, purpose-built children's hospitals delivering pediatric multi-specialty and quaternary care (including neonatal and pediatric intensive care), alongside obstetrics, gynaecology and fertility services under its BirthRight brand. It earns primarily from inpatient and outpatient care, deliveries and fertility treatments across its owned hospital network, following a hub-and-spoke model where larger flagship hub hospitals anchor super-specialty and critical care while smaller spoke hospitals extend reach into surrounding towns and cities. The company also treats international patients, mainly referred from South Asian, Middle Eastern and African markets, and runs an accredited pediatric physician training program.

Segments

  • Pediatric Care
  • Obstetrics & Gynaecology (BirthRight)
  • Fertility (BirthRight Fertility)
Hospitals
24
Total beds
2,435
Cities with presence
9
Full-time doctors
1,050+
Standalone clinics
5
Fertility (IVF) centres
2 IVF centers & 1 clinic
Founded 1999Headquarters Hyderabad, Telangana, India Company website

Guidance record · Q1 FY27

what the last two calls moved 31 tracked 4 delivered 9 missed 18 open
  • Annual Revenue Growth FY26 delivered, diluted said Q1 FY26 Promised: 20% for FY26 Q1 FY27: Historical promise for FY26. No new update.
  • International Revenue Mix went quiet said Q2 FY26 Promised: at least 10% in next 5 years Q1 FY27: The international business was not mentioned in the earnings call or presentation, despite being a key concern in the previous quarter.
  • Revenue CAGR revised up said Q4 FY25 Promised: 18-20% over Next 3-5 years Q1 FY27: Management stated, 'If we are able to sustain revenue growth of around 20% annually, that would naturally result in the business doubling its revenue over approximately four years.' This brings guidance back in line with the original 18-20% target.

All 31 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 22.7%, net profit up 1.9% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue404 382 354 335 408 +1%394 +3%408 +15%411 +23%
EBITDA143 130 111 100 141 −1%131 +1%129 +16%115 +15%
Net profit77 67 55 52 73 −5%66 −1%59 +7%53 +2%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −2.9% 1Y

₹1.2k₹1.4k₹1.6kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 14 Nov 2025Q3 FY26 — 29 Jan 2026Q4 FY26 — 25 May 2026Q1 FY27 — 31 Jul 2026

1Y: ₹1,488.8 on 10 Sept 2025 → ₹1,444.9. High ₹1,598.6 (5 Aug 2026), low ₹1,103.8 (19 Mar 2026).

How the price took the results

close before → close after

Q1 FY27
+0.3%
31 Jul
Q4 FY26
−0.4%
25 May
Q3 FY26
−0.3%
29 Jan
Q2 FY26
−1.0%
14 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 10.1% a year over 3 years, FY23 to FY26. Operating margin narrowed to 32.4%.

Year endingFY23FY24FY25FY26
Revenue₹1.2k Cr₹1.2k Cr₹1.5k Cr₹1.5k Cr
Operating profit₹397 Cr₹414 Cr₹474 Cr₹501 Cr
Operating margin34.3%33.5%32.6%32.4%
Interest₹54 Cr₹57 Cr₹68 Cr₹71 Cr
Depreciation₹89 Cr₹106 Cr₹132 Cr₹137 Cr
Net profit₹215 Cr₹214 Cr₹238 Cr₹250 Cr
Net margin18.6%17.3%16.4%16.2%
Cash from operations₹316 Cr₹306 Cr₹385 Cr₹381 Cr
Free cash flow₹176 Cr₹-46 Cr₹242 Cr₹182 Cr
ROCE24.0%19.0%18.0%16.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹44 Cr₹94 Cr₹102 Cr₹102 Cr₹102 Cr₹102 Cr
Reserves₹421 Cr₹531 Cr₹987 Cr₹1.2k Cr₹1.4k Cr₹1.6k Cr
Borrowings₹495 Cr₹559 Cr₹538 Cr₹735 Cr₹816 Cr₹801 Cr
Other liabilities₹109 Cr₹101 Cr₹127 Cr₹130 Cr₹253 Cr₹158 Cr
Total liabilities₹1.1k Cr₹1.3k Cr₹1.8k Cr₹2.1k Cr₹2.6k Cr₹2.6k Cr
Fixed assets₹722 Cr₹813 Cr₹891 Cr₹1.2k Cr₹1.6k Cr₹1.5k Cr
Capital work in progress₹29 Cr₹6 Cr₹23 Cr₹20 Cr₹53 Cr₹79 Cr
Investments₹37 Cr₹42 Cr₹105 Cr₹346 Cr₹416 Cr₹589 Cr
Other assets₹282 Cr₹424 Cr₹734 Cr₹566 Cr₹468 Cr₹522 Cr
Total assets₹1.1k Cr₹1.3k Cr₹1.8k Cr₹2.1k Cr₹2.6k Cr₹2.6k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, FIIs trimmed −7.57 pp while DIIs added +7.12 pp. The shareholder count grew 11% to 89,305.

Promoters
49.8%
FIIs
16.0%
DIIs
22.6%
Public
11.4%
Others
0.2%

Since Jun 2025

  • FIIs −7.57 pp
  • DIIs +7.12 pp
  • Public +0.28 pp

How it drifted, 12 quarters

Over this window DIIs went from 15.4% to 22.6% — +7.2 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 49.8%, FIIs 21.6%, DIIs 15.4%, Public 13.1%.Dec '23: Promoters 49.8%, FIIs 22.3%, DIIs 15.6%, Public 12.2%.Mar '24: Promoters 49.8%, FIIs 24.0%, DIIs 14.8%, Public 11.4%.Jun '24: Promoters 49.9%, FIIs 24.8%, DIIs 13.8%, Public 11.5%.Sep '24: Promoters 49.9%, FIIs 25.1%, DIIs 13.8%, Public 11.2%.Dec '24: Promoters 49.9%, FIIs 25.1%, DIIs 13.9%, Public 11.2%.Mar '25: Promoters 49.9%, FIIs 23.7%, DIIs 15.3%, Public 11.1%.Jun '25: Promoters 49.9%, FIIs 23.6%, DIIs 15.4%, Public 11.1%.Sep '25: Promoters 49.9%, FIIs 21.9%, DIIs 17.5%, Public 10.8%.Dec '25: Promoters 49.8%, FIIs 19.2%, DIIs 19.5%, Public 11.4%, Others 0.0%.Mar '26: Promoters 49.8%, FIIs 17.2%, DIIs 21.1%, Public 11.7%, Others 0.1%.Jun '26: Promoters 49.8%, FIIs 16.0%, DIIs 22.6%, Public 11.4%, Others 0.2%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 4 holders trimming and 2 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Rainbow Childrens Medicare Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Ramesh Kancharla 31.03%unchanged
Chirla Dinesh Kumar Padmarao 6.53%unchanged
Adarsh Kancharla 6.02%unchanged
ICICI Prudential Esg Exclusionary Strategy Fund Mutual fund5.98%newly disclosed
Ramesh Kancharla (Kancharla Family Trust) 5.13%unchanged
DSP Nifty Smallcap 250 ETF Mutual fund4.09%−0.23 pp
Franklin Templeton Investment Funds - Franklin Ind Global fund house2.76%−0.05 pp
Abu Dhabi Investment Authority - Monsoon Sovereign2.13%+0.08 pp
HDFC Life Insurance Company Limited Insurer1.85%+0.38 pp
Tata Mutual Fund - Tata ELSS Fund Mutual fund1.66%unchanged
Axis Mutual Fund Trustee Limited A/C Axis Mutual Fund A/C Mutual fund1.37%−0.18 pp
Nippon Life India Trustee Ltd-A/C Nippon India Mul Mutual fund1.28%+0.22 pp

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in RAINBOW

Filings to Aug 2026

0 new, 4 added, 1 trimmed, 0 sold out — net +0.01 L shares (+0.1%).

Held by funds
₹254 Cr
10 schemes
Biggest holder
Nippon India Small Cap Fund
₹111 Cr · 0.1% of that fund
SchemeHoldingLast month
Nippon India Small Cap Fund Nippon India Mutual Fund₹111 Crheld
SBI Healthcare Opportunities Fund SBI Mutual Fund₹42 Crheld
Nippon India Innovation Fund Nippon India Mutual Fund₹31 Crheld
Nippon India Aggressive Hybrid Fund Nippon India Mutual Fund₹30 Crheld
Nippon India Consumption Fund Nippon India Mutual Fund₹21 Crheld
Nippon India Nifty Smallcap 250 Index Fund Nippon India Mutual Fund₹11 Cr+0.01 L
SBI Nifty Smallcap 250 Index Fund SBI Mutual Fund₹6 Cr+0.00 L
Nippon India Nifty 500 Equal Weight Index Fund Nippon India Mutual Fund₹1 Cr+0.00 L

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

4 added, 1 trimmed — net +1,427 shares (+0.1%)

Funds are sitting on
+50%
vs est. average cost
Held by funds
₹254 Cr
10 schemes · ≈ 1.6% of the company
Biggest holder
Nippon India Small Cap Fund
₹111 Cr · 0.1% of that fund
Longest holder
Nippon India Aggressive Hybrid Fund
4y 5m · since Apr '22

Shares held by these funds −27%

Aug '23 17.97 L shares Jul '26

What the price assumes

Growth trap

To justify its price of ₹1445, this stock must grow earnings at 35% every year for 7 years. Our analysis caps realistic growth at ~5%. At that growth it is worth ₹322 — downside of 78%.

Growth the price implies
34.8% a year
for 7 years, fading to 4%
It has actually compounded at
5.2% a year
net profit, FY23–FY26 · EPS 5.5%
The gap
0.3 pp
-78% downside if it only repeats history
Price today ₹1,444.9 Value at the reference growth ₹321.85

Change the assumptions yourself →

All earnings calls (7)

Read the Q1 FY27 call →

Learn to analyse Rainbow Childrens Medicare Limited

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