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IndiaPulse

Nephro Care India Ltd. (NEPHROCARE)

SME Cap

Pharma stocks · SME cap · NSE

Nephro Care India Limited, founded in 2014, specializes exclusively in kidney-related healthcare. It delivers comprehensive, patient-centric renal care through an integrated hub-and-spoke network across Eastern India, combining diagnostics, dialysis, telemedicine, and lifestyle support. The company operates 5+ clinics and a flagship 100-bed hospital.

₹93.55
-4.45 · -4.54%
Quote05 Sept, 08:06 pm IST
Fundamentals05 Sept 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags24 Apr 2026
Coverage11/14 · 79%
Valuation2026-07-20 · Rf 6.8% · Pharma P/E 34.6 (n=184)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Weak fundamentals, management trust is acceptable, price trend is neutral, and recent execution is mixed.

Suggested next step
Research, do not rush
The four lenses are not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
OVERVALUED
13

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Mixed Trust
68

low confidence · 0/0 claims checked

Technical
Bullish
61

Timing lens: price trend and sector relative strength.

Result consistency
mixed
55

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 30 Jun 2026

Average · 30/100

YoY data unavailable — classification deferred

Filed 30 Jun 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹29.2 CrNDF+9.1%
EBITDA₹3.6 Cr+503.3%+79.2%
Operating margin12.4%+894 bps+485 bps
PAT₹1.6 CrNDF+61.0%
PAT margin5.5%+927 bps+178 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis intactReviewed 2026-08-20T08:15:10.708Z
Management commentary snapshot

Nephro Care India reported strong financial growth in FY25, with revenue increasing to ₹46.03 crore from ₹27.23 crore in FY24, and EBITDA improving to ₹7.40 crore from ₹6.84 crore, driven by operational performance and market expansion.

The company demonstrates robust top-line growth and improved EBITDA, indicating effective market penetration in Eastern India's renal care segment. Strategic expansion into kidney transplants and hospital bed capacity, coupled with a partnership model, suggests a clear path for continued growth, leveraging significant unmet demand in the sector.

Current business mix

Income by Service Segment

Latest issuer-disclosed distribution across 3 reported categories.

Businessmix
OPD Services52.0%
Sale of Medicine from Pharmacy25.0%
IPD Services23.0%
Growth engines

Partnerships with Nephrology Clinics

Exploring profit-sharing partnerships with local nephrology doctors and their clinics, providing machines and research capabilities under the NephroCare brand.

Commencement of Kidney Transplant Operations

Government permission granted for kidney transplant operations at Vivacity Hospital, commencing in Q3 FY26 with a plan for at least 25 transplants by end of FY26.

Expansion of Vivacity Multispecialty Hospital

Planned expansion of Vivacity Hospital from 150 to 250 beds within the next Financial Year, increasing normal and nephrology-focused ICUs.

Capacity and execution

Vivacity Hospital Bed Expansion

Planned expansion of Vivacity Multispecialty Hospital from 150 to 250 inpatient beds within the next Financial Year.

Kidney Transplant Unit Commissioning

Kidney transplant operations at Vivacity Hospital will commence in Q3 FY26.

Tailwinds

High Demand for Kidney Transplants

India faces an annual demand of ~200,000 kidney transplants, significantly exceeding the current supply of 13,642 in 2023.

Large Undiagnosed CKD Population

Over 50% of advanced Chronic Kidney Disease (CKD) patients remain undiagnosed or untreated, indicating a vast addressable market.

Growing Dialysis Market

The dialysis market size was US$5 billion in 2024, projected to grow to US$11.3 billion by 2033 (CAGR 8.83%).

Increasing Diabetes Prevalence

Diabetes prevalence is a major driver of CKD, with 100 million diabetic patients expected by 2030.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare YOY

The financial performance data is presented on an annual basis (FY24 vs FY25), making year-over-year comparison the most appropriate metric to assess growth and operational trends.

Sector KPIs management disclosed

Revenue Growth

FY25 revenue increased to ₹46.03 crore from ₹27.23 crore in FY24.

EBITDA Growth

EBITDA improved from ₹6.84 crore in FY24 to ₹7.40 crore in FY25.

Hospital Occupancy (Vivacity)

In FY25, Vivacity Multispecialty Hospital achieved 40% occupancy.

Patients Treated (Vivacity)

Vivacity Multispecialty Hospital treated over 3,400 patients in FY25.

Management forward view

Focus on Integrated Renal Care

Management's vision integrates medical science with holistic care, including yoga and nutrition, driving growth and innovation.

Commitment to Clinical Excellence

The promoter and board are committed to clinical excellence and innovative healthcare solutions.

Strategic Expansion for Revenue & Profit Growth

Commencement of kidney transplants is expected to significantly increase revenue and profits due to excess demand and margins.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
Kidney Transplant Volume0 (commencing Q3 FY26)Achievement of target 25 transplants by end of FY26 and subsequent ramp-up.
Vivacity Hospital Bed Capacity150 bedsProgress and completion of expansion to 250 beds within the next financial year.
New Clinic PartnershipsExploringNumber of new profit-sharing partnerships established and their contribution to revenue.
Vivacity Hospital Occupancy40% (FY25)Improvement in occupancy rates post-expansion and new service introductions.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

61Bullish

SMA20 +39.0% / mo · MACD − · sector +2.2pp vs Nifty (3M)

Stock trend: 62
Sector RS: 60
Sector 3M: +0.7% vs Nifty -1.5%

Technical chart

NEPHROCAREdaily · 1Y · AUTO+27.1%
Latest close ₹93.55 on 2026-09-04
Bar
-4.5%
RSI
59
MACD hist
-0.20
52W pos
36%
2026-09-04O ₹98.00H ₹98.50L ₹89.95C ₹93.55Vol 26,800 sh
₹47.17₹63.02₹78.88₹94.73₹110.5852L93.552026-032026-06VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Mixed signals

Signals are conflicting — long-term uptrend intact. RSI 59. Wait for confirmation.

  • Price above SMA200 (long-term uptrend) but mid-term MAs not aligned.
  • SMA20 rising (~28.0% over last month) — short-term momentum positive.
  • RSI(14) at 59 — falling, no extreme reading.
  • MACD below signal but histogram contracting — bearish momentum easing.
  • 45% off 52W high · 87% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Valuation & score drivers

U-Score 13 · OVERVALUED · pillar breakdown, sector model, fair-value anchor

13U-SCORE
OVERVALUED

Fundamental score breakdown

OVERVALUED
Valuation3/30
Growth1/25
Quality0/20
Balance Sheet12/15
Cash Flow2/10
Piotroski
6/9 (+3)
Penalties
-8
Raw sum
13

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

13/100 · OVERVALUED

Positive drivers

  • Balance sheet contributes 12/15 to the score.
  • Cash flow contributes 2/10 to the score.
  • Valuation contributes 3/30 to the score.

Main drags

  • Penalty bucket subtracts 8 points.
  • Fair-value margin of safety is negative at -520.6%.
  • Quality is weaker at 0/20; verify the latest quarterly trend.
Sector valuation model

Healthcare valuation: PE/EVEBITDA with regulatory and pipeline checks

Healthcare valuation needs both earnings quality and regulatory/pipeline context.

Pharma PE/EVEBITDA
Primary lens
PE and EV/EBITDA adjusted for product mix and R&D/pipeline quality.
Secondary checks
USFDA risk, launch pipeline, margin trend, domestic vs export mix.
Main risk check
Regulatory setbacks or one-off product cycles can distort valuation.
PE
27.4
PB
2.7
EV/EBITDA
11.5
ROE
5.9%
ROCE
FCF Yield
1.2%
Debt/Equity
0.0
MoS
-520.6%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
13
Previous: 13
Verdict
OVERVALUED
Previous: OVERVALUED
Margin of safety
-520.6%
Previous: -520.6%

Score history

12 stored score snapshots. Latest stored move: +0 points.

05 Sept 2026
v4.3-runtime-valuation
17
17
13
13
13
14
14
14
14
13
13
13

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
₹39.79
-135.1% MoS
Growth-justified P/E
7.4
Growth-justified Value
₹15.08
-520.6% MoS
PEG

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
68Mixed Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Mixed Trust: Claim history is still being built. It ranks around the 56th percentile of the scored universe and 43rd percentile within Pharma. Main check: financial discipline is weak at 52/100.

Healthy Trust Lite: Promoter holding is 61.7%. Key concern: Only 1 years of positive FCF.

Computed 05 Sept 2026
management-trust-v1
1 docs text-extracted · 0 concalls text-extracted
Score band
Mixed Trust

Usable, but needs evidence. Treat guidance with a margin of safety.

Relative rank
56th percentile

overall median 67 · Pharma: 43rd pctile, median 70 · SME: 70th pctile, median 64

Evidence depth
Financial-only

1 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Mixed Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Acceptable, but check the weakest sub-score before increasing exposure.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
86
strong · holding, pledge, alignment
Cash flow
53
watch · profit to cash conversion
Balance sheet
96
strong · leverage and solvency
Discipline
52
watch · capital discipline
Results
55
watch · quarterly consistency

Trust positives

  • Promoter holding is 61.7%.
  • Promoter pledge is zero.
  • FCF yield is positive at 1.2%.
  • Debt/equity is 0.00.

Trust risks

  • Only 1 years of positive FCF.
  • ROE is low at 5.9%.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
27.40
P/B
2.71
EV/EBITDA
11.50
Market Cap
154.00Cr

Profitability

ROE
5.93%
ROCE
ROA
4.63%
Dividend Y

Growth (CAGR)

Revenue 5Y
EPS 5Y
Revenue 3Y
EPS 3Y

Balance Sheet

Debt/Equity
0.00
Interest Coverage
52.00×
Altman Z
8.48
Book Value
34.50

Cash Flow

FCF Yield
1.16%
FCF Positive Y
1/5
OCF
2.21 Cr
EPS TTM
2.04

Shareholding

Promoter Hold
61.71%
Promoter Pledge
0.00%
Momentum 52W
36%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
Latest: 88.7
088.7Mar 2026: 88.7FY26

Net Profit

₹ Cr
Latest: 3.4
03.4Mar 2026: 3.4FY26

Return on Equity

%
Latest: 5.9
05.9Mar 2026: 5.9%FY26

Peers

Business-comparable names in Pharma, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.