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Concalls · Diagnostics · Small cap

Krsnaa cuts Rajasthan revenue guidance by half, delays rollout

The flagship PPP project now targets ₹100-150 crore for FY27, down from ₹200-250 crore, as the network launch slips to Q2.

5 earlier stories on Krsnaa Diagnostics Ltd.
Mkt cap₹1,746 cr
P/E17.21×
ROE8.79%
Debt / eq.0.23
Div yld0.37%
₹100-150 cr Revised full-year revenue guidance for the Rajasthan PPP project.

What's new

  • Rajasthan PPP project revenue guidance for FY27 slashed to ₹100-150 cr from ₹200-250 cr.
  • Rollout of 27 mother labs and 800 collection centers delayed to Q2 FY27.
  • Days sales outstanding stuck at 139 days, above the 120-day target.

Why this matters

The guidance cut halves the expected FY27 contribution from a project central to Krsnaa's public-sector growth story. It lands just as the company reports its first-ever ₹1,000 crore net profit year.

What we're watching

  • Whether the delayed Q2 FY27 Rajasthan rollout proceeds on the new schedule.
  • Progress toward the retail diagnostics break-even target for FY27.
  • Movement in DSO toward the 120-day target, a critical cash-flow metric.

The full read

Krsnaa just logged its first ₹1,000 crore profit year. It also cut in half the revenue outlook for the project meant to fund the next phase. The Rajasthan PPP project now targets ₹100-150 crore for FY27, down from a ₹200-250 crore aspiration. The reason is a six-month delay in rolling out 27 mother labs and 800 collection centers. That rollout was supposed to be complete by Q4 FY26. Now it's a Q2 FY27 event. Meanwhile, the company is deploying a ₹500 crore capex plan and retail diagnostics grew sixfold to ₹60 crore. But 139 days of receivables remain stuck above the 120-day target. Management speaks of a ₹6,000-7,000 crore opportunity over five to seven years. The immediate problem is simpler. The FY27 bridge to that future just got cut in width.

Questions answered

Why was the Rajasthan revenue guidance cut so sharply?
The physical rollout of the lab network slipped from Q4 FY26 to Q2 FY27. That six-month delay compresses the revenue-earning period within the financial year.
What is the new guidance figure for the Rajasthan project?
Management now targets ₹100-150 crore in revenue for FY27, down from the prior aspiration of ₹200-250 crore.
How does this delay affect the overall business outlook?
The company still reported record profitability and saw retail diagnostics revenue jump sixfold. However, the Rajasthan project was a core growth driver, and its reduced guidance will weigh on FY27 revenue growth.
What is the status of the company's receivables?
Days sales outstanding remained at 139 days, missing the internal target of 120 days. This persistent gap ties up working capital.
Mentioned: Rajasthan PPP project · FY27 guidance · ₹500 cr capex plan
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Krsnaa Diagnostics Ltd.

Diagnostic Chains
₹1,826 cr
P/E 22.72×

Latest quarter · Dec 2025

Sales₹181 cr
Net profit₹15 cr
Op. margin+25.6%
EPS₹4.70

Strength & growth

Debt / equity0.23×
Current ratio1.36×
Financials via Tijori — a research aid, not investment advice.KRSNAA on Tijori
  1. 26 May 2026 · 1:53 PM IST Krsnaa cuts Rajasthan revenue guidance by half, delays rollout
  2. 41d ago Krsnaa Diagnostics releases Q4 and FY26 management commentary
  3. 42d ago Krsnaa Diagnostics reports FY26 results with no new surprises
  4. 42d ago Krsnaa Diagnostics posts FY26 profit of ₹102.7 cr but the numbers are stale
  5. 42d ago Krsnaa's profit is up 24% but it's hiding a ₹63 crore tax demand.