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Earnings Call

Aster DM Quality Care Earnings Call: Key Takeaways

Aster DM delivered 18% YoY revenue growth in Q4FY26 reaching ₹1,182 Cr. Post-merger with QCIL, the combined proforma revenue hit ₹2,361 Cr with a focus on bed capacity expansion and operational efficiencies.

Why this was an Alfa AlertNot a filter event. Performance is strong but no explicit beat against management's own specific prior numerical guidance range was stated.
Highlights
Revenue growth18% YoY for Q4FY26 (Aster India)
MarginsOperating EBITDA margins improved to 20.7% for Aster India
Demand visibilityHigh, driven by 12% YoY patient volume growth
Management confidenceStrong due to shareholder approval of QCIL merger

Growth

Q4FY26 Aster India revenue grew 18%, EBITDA grew 26% to ₹244 Cr. Combined entity FY26 revenue reached ₹9,273 Cr, up 14%.

Outlook

Merger completion targeted for Q1FY27. Planned addition of 4,445 beds to reach 15,068 total capacity by FY30.

Risks

Minor impact noted from Nurses' Strike in Kerala; macro headwinds cited affecting Labs and Pharmacy segments.

Source

Earnings Call filed with NSE, 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.

More from Aster DM Quality Care Ltd

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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.