MEDANTA.NSE

Global Health Ltd.

• Named No. 1 in the country in list of ‘World’s Best Hospitals 2026’ • Among top global healthcare institutions for the seventh year running Gurugram, Haryana, India – Business Wire India Medanta – The Medicity, Gurugram, operated by Global Health Limited, has been ranked the No. 1 hospital in India in Newsweek’s prestigious ‘World’s […]

Guwahati, January 28 : Cardiovascular diseases (CVDs) are a major and growing public health concern in Assam and have emerged as one of the leading causes of death in adults above the age of 40 years. Further, studies have indicated that people living in urban areas, including hilly regions, are increasingly vulnerable to CVDs, often well before they turn 40. Gurgaon-based Medanta - The Medicity, named the Best Private Hospital in India by Newsweek for six years in a row, leads the way in clinical research and advanced treatment options for a wide range of cardiac diseases, including Coronary Artery Disease (CAD) and Valvular Heart Disease (VHD). In a continued effort to improve medical care in the Northeastern states, Medanta brought its specialized expertise to Guwahati, with Dr. Praveen Chandra, Chairman, Interventional Cardiology, Cardiac Care at Medanta. The Medicity emphasizes the urgent need for early detection and management of advanced cardiac conditions. He further underscored Medanta's commitment to making world-class healthcare accessible to patients across the country.

In this briefing: Primer: HeXun Biosciences (6986 TT) - Nov 2025 Classys (214150 KQ/Buy)Targeting Brazil with a Proven M&A Playbook Krishna Institute of Medical Sciences Ltd - Expansion-Led Growth Continues... Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance Global Health Ltd - Strengthening Network with Noida Launch 1. Primer: HeXun Biosciences (6986 TT) - Nov 2025 HeXun Biosciences operates a unique and synergistic dual-strategy business model, leveraging stable cash flow from its Contract Development and Manufacturing Organization (CDMO) services to fund its in-house development of high-potential stem cell-based new drugs. The company is strategically positioned in the high-growth regenerative medicine and biologics markets, with a focus on mesenchymal stem cells (MSCs) for cardiovascular diseases, a leading cause of death globally. Recent financial performance demonstrates exceptional growth, with revenue increasing by 119.36% and net income by 339.62% in the most recent fiscal year, transitioning the company from a loss-making entity to a profitable one with strong margin expansion.

In this briefing: Classys (214150 KQ/Buy)Targeting Brazil with a Proven M&A Playbook Krishna Institute of Medical Sciences Ltd - Expansion-Led Growth Continues... Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance Global Health Ltd - Strengthening Network with Noida Launch Primer: Classys (214150 KS) - Nov 2025 1. Classys (214150 KQ/Buy)Targeting Brazil with a Proven M&A Playbook For 3Q25, Classys reported in-line revenue of W83bn (+40% YoY) and below-consensus operating profit of W37.6bn (+30% YoY; OP margin of 45.3%). By category, aesthetic device revenue grew 30% YoY to W42.9bn, consumables revenue expanded 46% YoY to W37.3bn, and other revenue surged 310% YoY to W2.7bn. By region, domestic revenue climbed 57% YoY to W29.8bn, and overseas revenue increased 32% YoY to W53bn. Excluding Brazil, overseas revenue expanded 80% YoY. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Krishna Institute of Medical Sciences Ltd - Expansion-Led Growth Continues... Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance Global Health Ltd - Strengthening Network with Noida Launch Primer: Classys (214150 KS) - Nov 2025 Canbas Co Ltd (4575 JP): Q1 FY 06/26 flash update 1. Krishna Institute of Medical Sciences Ltd - Expansion-Led Growth Continues... Revenue In Line; Profitability Impacted by New Units: KIMS reported revenue broadly in line with our estimates, while EBITDA and PAT came in below expectations due to the initial ramp-up of new hospitals and the resultant operating deleverage. Profitability was impacted by higher depreciation and interest costs associated with the new facilities introduced. Reported revenue stood at 961 Cr, with margins at 21.2%, impacted by the addition of new units. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: VA Tech Wabag Ltd - Robust Orderbook Reassures Long-Term Growth; Maintain BUY KPIT Technologies Ltd - Impact of Acquisition Spends; Significant Recovery from FY27 Embassy Office Parks REIT Ltd - Q2FY26: Expansion on Track; Healthy NOI Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance Global Health Ltd - Strengthening Network with Noida Launch 1. VA Tech Wabag Ltd - Robust Orderbook Reassures Long-Term Growth; Maintain BUY Robust Execution and Order Pipeline to Fuel H2FY26 Growth: Wabag delivered a 19% YoY growth in revenue for Q2FY26, broadly meeting our estimates. Revenue recognition is typically skewed towards the second half of the year, indicating strong H2. The management mentioned that margins may vary on a quarterly basis, while the medium-term margin outlook remains intact. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: VA Tech Wabag Ltd - Robust Orderbook Reassures Long-Term Growth; Maintain BUY KPIT Technologies Ltd - Impact of Acquisition Spends; Significant Recovery from FY27 Embassy Office Parks REIT Ltd - Q2FY26: Expansion on Track; Healthy NOI Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance Global Health Ltd - Strengthening Network with Noida Launch 1. VA Tech Wabag Ltd - Robust Orderbook Reassures Long-Term Growth; Maintain BUY Robust Execution and Order Pipeline to Fuel H2FY26 Growth: Wabag delivered a 19% YoY growth in revenue for Q2FY26, broadly meeting our estimates. Revenue recognition is typically skewed towards the second half of the year, indicating strong H2. The management mentioned that margins may vary on a quarterly basis, while the medium-term margin outlook remains intact. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: KPIT Technologies Ltd - Impact of Acquisition Spends; Significant Recovery from FY27 Embassy Office Parks REIT Ltd - Q2FY26: Expansion on Track; Healthy NOI Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance Global Health Ltd - Strengthening Network with Noida Launch Calix’s Next Frontier: Can MDUs & International Push Boost Its Market Performance? 1. KPIT Technologies Ltd - Impact of Acquisition Spends; Significant Recovery from FY27 Macro Environment Outlook: The overall macro environment has shown a marked improvement, with uncertainty levels reducing by over 50% compared to Q4FY25. Europe displayed strong traction during the quarter as clients began transitioning their supply chains from local to more globally integrated ecosystems. Deal Wins/Pipeline: The company announced a major multi-year, multi-domain deal from a leading European OEM. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Embassy Office Parks REIT Ltd - Q2FY26: Expansion on Track; Healthy NOI Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance Global Health Ltd - Strengthening Network with Noida Launch HPG [BUY +38.0%] - Local, Global Tailwinds Support Solid Outlook VCB [BUY +25.3%] - EPS Growth to Improve in 2026-27; Attractive Valuation 1. Embassy Office Parks REIT Ltd - Q2FY26: Expansion on Track; Healthy NOI Strong Operating Metrics: EOP REIT’s revenue rose 13% YoY to Rs 1,124 Cr, supported by portfolio expansion, strong leasing, and rent escalations. Total office space expanded 7% YoY to 40.9 Mn sq. ft., with new additions at Embassy Tech Village and Embassy Manyata. Healthy pre-leasing levels (97–100%) and lower vacancies lifted occupancy by 300 bps YoY to 90%. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Aarti Drugs Ltd - Capacity Ramp-Up and Margin Gains Fuel Performance Uptick in Revenue and Profitability: Revenue, EBITDA, and Adjusted PAT increased by 9.1%, 25.7%, and 29.2% YoY, respectively, driven by strong demand in API, especially in the export market, leading to overall volume growth of 9% and negative variance of ~2%.