ALFA Finder| Revenue growth | Consolidated +23% YoY; healthcare services +23%, Health Co +23%, AHLL +20%. |
|---|---|
| Margins | EBITDA margin 15.6% vs 14.9%; established hospitals 25.8%, up 61bps. |
| Demand visibility | Inpatient volumes +14%, occupancy 73%; structural demand cited as strong. |
| Management confidence | Optimistic tone; declined explicit 20% hospital growth guidance, deflected. |
Growth
Revenue +23%, EBITDA +29%, PAT +32%. Established hospitals grew 19%, while new hospitals added ₹135 Cr revenue with a ₹35 Cr EBITDA loss.
Outlook
Guides ₹1,500 Cr+ integrated EBITDA for FY27. 1,395 beds: 520 commissioned, remainder in 12-18 months. Demerger targeted for Q4 FY27.
Risks
Apollo Health Co margin outlook weaker; one-time integration costs in H2. MRP revision from 9 Nov may pressure pharmacy margins; insurance remains loss-making.
Last quarter's promises, checked
Partly delivered
- Guided 620 of 1,000 census beds live in 12-18 mo (380 live in Q1) → 520 of 1,395 beds commissioned, +140 in Q2; base changed (= PARTIAL)
- Guided Jubilee Hills brownfield expansion for FY28-29 → 'underway' per current call, no capacity figure (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: APOLLOHOSP. Summary written with AI assistance from the document.
Apollo Hospitals Enterprise Ltd: key numbers
- Share price
- ₹8,502.00
- Market cap
- ₹1,22,246 Cr
- Revenue (annual)
- ₹25,228 Cr
- Net profit (annual)
- ₹1,942 Cr
- P/E (TTM)
- 54.5×Sector 54.5×
- Promoter holding
- 28.02%+0.00% QoQ
- FII holding
- 43.19%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Apollo Hospitals Enterprise Ltd
All →Apollo Hospitals Enterprise Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹76,149 mn (+23%), EBITDA ₹11,910 mn (+29%), PAT ₹6,301 mn (+32%). Demerger and hospital expansion continue.
Apollo Hospitals Enterprise Q2 FY27 Results: Net Profit ₹659.5 Cr, Up 33.5% YoY
Apollo Hospitals Enterprise Ltd reported revenue from operations of ₹7,615 Cr (+23.0% YoY) and net profit of ₹659.5 Cr (+33.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹659.5 Cr · +33.5% YoY
Apollo Hospitals Enterprise Board Meeting Date
Apollo Hospitals will hold a board meeting on 04 Nov 2026 to consider Q1 FY27 financial results. No financial figures are disclosed in this advance intimation.
Apollo Hospitals Enterprise Other Announcement
Apollo Hospitals Enterprise Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, as per regulatory requirements.
Apollo Hospitals Enterprise Share Pledge
Apollo Hospitals Enterprise promoter K Vishweshwar Reddy created a pledge on 200,000 equity shares worth ₹177.78 Crore. This transaction reflects a change in promoter encumbrance status.
- Value
- ₹177.8 Cr
Apollo Hospitals Enterprise Annual General Meeting
Apollo Hospitals Enterprise Limited conducted its 45th Annual General Meeting on August 25, 2026. The proceedings covered routine items and resolutions, including NCD issuance approval.