Ace Investor Mukul Agrawal Picks Stake in this Midcap Hospital Stock

Indian stock markets have rallied significantly in the last few months. Investors now have to dig deep to generate returns.

In such times, it's great to look at what investment gurus are doing.

Investment gurus often have long-standing experience navigating various market cycles, downturns, and booms. However, investors should also examine their own objectives, time horizons, and risk tolerance, which likely differ from investment gurus.

One such esteemed investor whose every investment garners attention is Mukul Agrawal.

Who is Mukul Agrawal?

Mukul Agrawal is a prominent investor in India known for his microcap and smallcap picks. His investing style involves proper analysis and keeping two separate portfolios for investing and trading.

In this article, we'll discuss a stock in which he recently acquired stake.

Which Stock Did Mukul Agrawal Buy and Why?

Mukul Agrawal acquired a stake in Yatharth Hospital & Trauma Care Services (Yatharth Hospital).

He picked a 1.1% stake in Yatharth Hospital during the June 2025 quarter. This amounts to about 1.1 m shares valued around Rs 678 m. Prior to this Mukul Agrawal did not hold any stake in the company.

While the reasons for his buying a stake remain unclear, here are a few points that can explain the decision.

#1 Financial Performance

One of the big reasons could be financial performance of Yatharth Hospital for Q4 2025.

The company reported revenues of Rs 2,318 million (m), marking a 30% year-on-year growth compared to Rs 1,778 m in Q4 FY24. Net Profits rose to Rs 387 m, a 1% increase YoY from Rs 384 m in the same quarter the previous year.

Bed occupancy improved to 61%, up from 54% in the prior year. The average revenue per occupied bed too saw a rise. The improving parameters at Yatharth Hospital could be one of the reasons for Mukul Agrawal to pick stake in the company.

#2 Mutual Funds Hike Stake

	Sep-24	Dec-24	Mar-25
Mutual Funds Stake	3.70	7.32	9.42

Mutual Funds have hiked their stake significantly in Yatharth Hospital. Their stake has moved sharply higher from 3.70% in the September 2024 quarter to 9.42% by the end of the March 2025 quarter.

This hike in two successive quarters from prominent investors normally raises enthusiasm among other investors.

What Next?

Yatharth Hospital has rapid expansion plans going forward. The company recently inaugurated its new super speciality hospital in Model Town, New Delhi.

The facility houses 300 beds, including 70 critical care beds, to cater to patients requiring specialised and intensive treatment.

Yatharth Hospital has recently added two new hospitals, in Delhi and Faridabad, through strategic acquisitions, expanding its total bed capacity to 2,300+ beds.

It operates five super specialty hospitals located in North India, i.e., at Noida, Greater Noida, Noida Extension and Faridabad in Delhi NCR, and Jhansi-Orchha in Madhya Pradesh. Its Noida Extension Hospital and Greater Noida is the 8th and 10th largest private hospital in the Delhi NCR, respectively, in terms of number of beds.

Yatharth Hospital's leadership emphasises that these expansions are integral to their strategy of becoming one of North India's leading super-specialty hospital chains.

The planned expansions aim to strengthen its regional dominance in Delhi-NCR, and accelerate its leadership through both acquisitions and the expansion of flagship sites.

How Shares of Yatharth Hospital has Performed?

In the past five days, Yatharth Hospital shares have remained flat in the Rs 615-630 range. In the last one month, the share price has gained about 19%. In the last 1-year the shares have gained 42%.

The stock touched its high of Rs 692.85 on 4 November 2024 and its low of Rs 345.35 on 3 March 2025.

About Yatharth Hospital

Yatharth Hospital is one of North India's leading healthcare providers. It operates five super specialty hospitals located in North India. The company provides quality healthcare across these hospitals. It plans to expand in the near future through a mix of greenfield (new site), brownfield (existing site), and mergers & acquisitions. This expansion will be driven by the region's growing demand for advanced healthcare services and population growth.

To know more, you can check out Yatharth Hospital fact sheet and latest quarterly results. You can also compare Yatharth Hospital with its peers on our website.

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Investors should evaluate the company's fundamentals, corporate governance, and valuations of the stock as key factors when conducting due diligence before making investment decisions.

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