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Earnings Call Transcript

Apollo Hospitals Enterprise Earnings Call Transcript: Key Takeaways

Apollo started FY27 with 21% revenue growth, driven by a 22% surge in Healthcare Services and improved digital health economics.

Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growth21% YoY consolidated growth; Healthcare Services up 22%.
MarginsExisting hospital margins healthy at 25.9%; diagnostic margins improving.
Demand visibilityStrong structural demand; international patient volumes surged 26%.
Management confidenceBalanced, emphasizing clinical excellence and disciplined capital allocation.

Growth

Strong volume-led growth (11%) and case complexity shift drove ARPOB up 8% to ₹1,86,632.

Outlook

Targeting 20% revenue growth in hospitals and census capacity expansion to 14,100 beds by FY31.

Risks

Expansion losses from 380 new beds (₹38 Cr EBITDA loss) and regulatory scrutiny on private hospital pricing.

Source

Earnings Call Transcript filed with BSE, NSE: APOLLOHOSP. Summary written with AI assistance from the document.

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Apollo Hospitals Enterprise Ltd: key numbers

Share price
₹8,889.00
Market cap
₹1,27,810 Cr
Revenue (annual)
₹25,228 Cr
Net profit (annual)
₹1,942 Cr
P/E (TTM)
61.2×Sector 57.8×
Promoter holding
28.02%+0.00% QoQ
FII holding
41.49%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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