DRHP filed March 23, 2026 · Rivo Analysis

Manipal Hospitals IPO - Healthcare at Scale

A pan-India hospital network is heading to market. Here is what the DRHP says about its earnings, capacity, offer structure and key risks.

Fresh issue

₹8,000 Cr

Before any pre-IPO placement

FY25 revenue

₹8,242 Cr

+33.6% YoY

Adj. EBITDA margin

26.27%

FY25

Network

49 hospitals

Operations started Nov 2025

Revenue, EBITDA & Profitability

Restated consolidated figures, ₹ Crore. FY25 revenue and adjusted EBITDA both rose roughly 30% from FY23.

Financial Snapshot

Restated consolidated results. H1 FY26 is the six months ended September 30, 2025; it is not an annualised forecast.

₹ CroreFY23FY24FY25H1 FY26
Revenue from operations4,8406,1728,2424,713
Profit before tax5717451,242762
Profit for the period / year4145331,082572

Cash & equivalents

₹5,446 Cr

Sep 30, 2025

Borrowings

₹10,111 Cr

Sep 30, 2025

Lease liabilities

₹1,803 Cr

Sep 30, 2025

FY25 finance cost

₹512 Cr

Before Sahyadri acquisition

Network Capacity

Licensed capacity climbed from 7,699 beds in FY23 to 10,761 in H1 FY26, before the Sahyadri pro forma uplift.

IPO Structure

Key terms from the draft filing. Price, dates and total offer size remain unannounced.

Offer

Fresh issue plus OFS

Fresh issue

Up to ₹8,000 Cr

Offer for sale

Up to 4.32 Cr shares

Face value

₹2 per equity share

Pre-IPO placement

Up to ₹1,600 Cr possible

Book runners

Kotak, Axis, Goldman Sachs, Jefferies, J.P. Morgan, UBS and DBS

Operating Engine

Pro forma FY25 metrics include Sahyadri; use them to understand the combined network, not as audited historical actuals.

Patients

5.61M

FY25 pro forma

Occupancy

66.19%

FY25 pro forma

Average stay

2.88 days

FY25

ARPOB

₹59,820

FY25 pro forma

Doctors

11,058

Sep 30, 2025 pro forma

Planned beds

2,958

Medium-term pipeline

In FY25, the combined network served 0.52 million inpatients and 5.09 million outpatients. CONGO-R specialties accounted for 62.10% of pro forma gross inpatient revenue, concentrating the business in higher-acuity care while retaining a diversified specialty mix.
The DRHP reports a negative 16-day working-capital cycle in FY25, supported by cash, insurer, TPA and corporate payors. That helps liquidity, but debt service and the integration of acquired hospitals remain key execution tests.

Specialty Mix

Share of FY25 gross inpatient revenue across the six CONGO-R specialties.

Where the Fresh Issue Goes

The draft specifies two quantified uses. The company receives no proceeds from the OFS.

Fresh issue deployment

Repay / prepay MHPL borrowings

₹5,378 Cr

NCD redemption, penalties and accrued interest

Acquire Sahyadri minority stake

₹574 Cr

Third tranche for 9.84% of Sahyadri Hospitals

General corporate purposes

Not finalised

Capped at 25% of gross proceeds

OFS sellers

Imperius Healthcare Investments

2.16 Cr shares

Manipal Education & Medical Group India

1.36 Cr shares

TPG SG Magazine

46.59 lakh shares

Seventy Second Investment Company

15.85 lakh shares

Ammar, Novo and Phoenix

17.82 lakh shares combined

Imperius and MEMG India are promoter / promoter-group sellers; the remaining sellers are investors. Total OFS: up to 4.32 Cr shares. Offer price remains undisclosed.

A pre-IPO placement of up to ₹1,600 Cr may reduce the fresh issue. The DRHP schedules the two quantified uses for FY27; none of the objects have been independently appraised.

Key Risks to Track

Material watch-outs stated or quantified in the DRHP.

Deleveraging is the dominant use of capital

₹5,378 Cr is earmarked for MHPL borrowings. This equalled 50.36% of consolidated outstanding borrowings as of January 31, 2026; the balance NCD redemption will use internal accruals.

Sahyadri integration must deliver

The October 2025 acquisition added 10 hospitals and 1,606 licensed beds. Network and financial figures shown on a pro forma basis should not be treated as historical actual performance.

Clinical, regulatory and legal exposure

Reported contingent liabilities at September 30, 2025 were ₹184 Cr, including patient-compensation, income-tax and indirect-tax claims, plus guarantees.

Final offer terms remain open

The DRHP leaves the price band, bid dates, final offer size, expenses and general-corporate allocation blank. Returns depend on terms in the final offer documents.

Investment Thesis

Largest pan-India multispecialty hospital network by bed capacity as of September 30, 2025, according to CRISIL.
FY23-25 revenue grew at a 30.5% CAGR, while adjusted EBITDA rose to ₹2,165 Cr in FY25.
Network expansion paired organic projects with acquisitions including AMRI, Medica Synergie and Sahyadri.
Tertiary and quaternary CONGO-R specialties made up 62.6% of FY25 gross inpatient revenue.
Pro forma network served 7.19 million patients in FY25 and had 11,058 doctors as of September 30, 2025.

Rivo's take

Scale and execution look compelling. Price will decide the return.

Manipal combines a large multispecialty footprint with high-acuity care, a strong revenue growth record and an established acquisition playbook. That does not make any price attractive. Watch final valuation, the use of fresh proceeds, debt reduction and post-acquisition delivery before deciding.

Not financial advice. Read the final offer documents and consider a SEBI-registered investment adviser.

Manipal Hospitals IPO FAQs

What is the Manipal Hospitals IPO issue size?

The DRHP proposes up to ₹8,000 Cr of fresh equity and an OFS of up to 4.32 Cr shares. Total value is pending the final price band.

When is the Manipal Hospitals IPO date?

The March 23, 2026 DRHP leaves the price band and bidding dates blank. Check the final RHP and stock-exchange notices for live dates.

What were FY25 revenue and profit?

FY25 restated consolidated revenue from operations was ₹8,242 Cr and profit for the year was ₹1,082 Cr. Adjusted EBITDA was ₹2,165 Cr.

How many hospitals does Manipal operate?

The DRHP reports 48 hospitals and 12,367 licensed beds on a pro forma basis as of September 30, 2025. Its 49th hospital started operations in November 2025.

How will Manipal Hospitals use the IPO proceeds?

The DRHP identifies ₹5,378 Cr for repayment or prepayment of MHPL borrowings and ₹574 Cr to acquire a Sahyadri Hospitals minority stake. General corporate purposes are not finalised and are capped at 25% of gross proceeds.

Who is selling shares in the Manipal Hospitals IPO?

The OFS covers up to 4.32 Cr shares. Its largest sellers are Imperius Healthcare Investments (up to 2.16 Cr shares) and Manipal Education and Medical Group India (up to 1.36 Cr shares), followed by TPG and other investor shareholders.

What are the main operating metrics to watch?

On a pro forma basis, Manipal served 5.61 million patients in FY25, had 66.19% occupancy, a 2.88-day average length of stay and ₹59,820 average revenue per occupied bed per day. These figures include Sahyadri and should be read as pro forma metrics.

What does pro forma mean in the Manipal Hospitals DRHP?

Pro forma information illustrates the Sahyadri acquisition as if it had occurred earlier. It helps show the combined business, but it is not the same as Manipal's historical restated consolidated results.

Analysis based on Manipal Health Enterprises Limited's DRHP dated March 23, 2026. Figures are from the DRHP and are shown in ₹ Crore unless stated otherwise. Not investment advice.