Analysis published 13 Oct 2026

AI-generated · cited to primary sources · not investment advice

Health.Global (539787) Dec 2025 Filing Analysis

02 · Business Model

How durable is the business?

Massive Capacity Addition Cycle
80/100

The December 2025 presentation reported 25 hospitals, 2,515 beds and coverage across 19 cities. The later baseline reports 26 hospitals and more than 3,000 beds, with the same 19-city reach. The hospital count increased 4%; bed capacity expanded materially, while city coverage was stable. (2 expanding)

“10 states covered; 19 cities covered; 25 hospitals; 2,515 capacity beds.”

Health.Global · Investor PPT · Dec 2025 · p.4

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03 · Future Growth

Where does growth come from?

Massive Capacity Addition Cycle

HCG targets adding more than 1,000 beds over five years, taking capacity to about 3,500 beds, with 8–10 additional LINACs (radiation-treatment machines). The presentation gives no quarter-by-quarter delivery schedule, so this is a newly stated multi-year expansion plan rather than evidence of an accelerating or decelerating quarterly trend. (5 new trend across 5 signals)

“Addition of ~1k beds (to reach ~3.5k beds) and ~8-10 LINACs.”

Health.Global · Investor PPT · Dec 2025 · p.40

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