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Earnings Call

Aster DM Quality Care Earnings Call: Key Takeaways

Aster DM Healthcare reported Q4FY26 revenue of ₹1,182 Cr (up 18%) and Operating EBITDA of ₹244 Cr (up 26%). Strategy focuses on merger with QCIL and major bed capacity expansion.

Highlights
Revenue growth18% YoY for Q4FY26 (India Overall)
MarginsOperating EBITDA margins improved to 21.9% (combined proforma)
Demand visibilityHigh; 1.93 Mn patient volume in Q4 (12% growth)
Management confidenceStrong; overwhelming shareholder approval (96.68%) for merger

Growth

Combined proforma FY26 revenue grew 14% to ₹9,273 Cr; EBITDA grew 21% to ₹2,013 Cr.

Outlook

Planned addition of 4,445 beds to reach 15,068 total capacity. Merger completion expected in Q1 FY27.

Risks

Minor temporary impact from nurses' strike in Kerala and macro headwinds noted in clinical/lab segments.

Source

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

Read the document ↗

Aster DM Quality Care Ltd: key numbers

Share price
₹759.40
Market cap
₹66,195 Cr
Revenue (annual)
₹4,643 Cr
Net profit (annual)
₹388.1 Cr
P/E (TTM)
207.7×Sector 57.8×
Promoter holding
53.72%+13.33% QoQ
FII holding
10.32%Current quarter

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

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15:20 IST BSE
Annual General Meeting

Aster DM Quality Care Annual General Meeting

Aster DM Quality Care issued an addendum to its 18th AGM notice, providing additional information regarding the proposed capital allocation framework for shareholders.

15:35 IST BSE
Credit Rating

Aster DM Quality Care Credit Rating

ICRA upgraded KIMS Healthcare Management's long-term rating to AA (Stable) from AA-, removing it from Rating Watch. The upgrade reflects stronger parent support post-Aster-QCIL merger.

09:05 IST BSE
Share Pledge

Aster DM Quality Care Share Pledge

Catalyst Trusteeship released a pledge and created a new hold on Aster DM Quality Care shares. The encumbrance secures term loan facilities from Barclays and JPMorgan.

12:06 IST BSE
Share Pledge

Aster DM Quality Care Share Pledge

UMHL released a pledge and created a non-disposal undertaking over 2.49 Cr shares securing USD 210 million. The encumbrance backs UIPL's Barclays-JPMorgan loan facilities.

Value
₹1,974 Cr
10:51 IST BSE
Capacity Expansion

Aster DM Quality Care Capacity Expansion: ₹134.4 Cr Investment

Aster DM announced KIMSHEALTH New Block adding ~184 beds by May 2028 at a cost of ₹134.4 Crore. The expansion addresses space constraints in Trivandrum.

Value
₹134.4 Cr
Execution
on or before May 2028
hospital beds
184 beds
00:00 IST BSE
Annual Report

Aster DM Quality Care Annual Report

Aster DM Quality Care has submitted its Integrated Annual Report for FY 2025-26 and the notice for its 18th Annual General Meeting scheduled for September 28, 2026.