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Earnings Call

Aster DM Healthcare Earnings Call: Key Takeaways

Aster DM Healthcare announced a major merger with Blackstone-backed Quality Care (QCIL) to create a top-3 Indian hospital chain with 10,623 beds and ₹9,273 Cr proforma revenue.

Highlights
Revenue growth12% for standalone Aster; 14% proforma merged entity for FY26.
MarginsMerged entity EBITDA margins improved to 21.7% (116 bps YoY).
Demand visibilityStrong; patient volumes grew 12% in Q4FY26.
Management confidenceHigh; citing cash-neutral merger and significant synergy potential.

Growth

FY26 proforma revenue up 14% to ₹9,273 Cr; Operating EBITDA grew 21% to ₹2,013 Cr with 21.7% margins.

Outlook

Targeting expansion to ~15,068 beds via internal accruals; merger expected to be EPS accretive from year 1.

Risks

Subject to NCLT and regulatory approvals; integration risks of combined brands and geography.

Source

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

Read the document ↗

Aster DM Healthcare 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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Aster DM Quality Care Share Pledge

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Capacity Expansion

Aster DM Quality Care Capacity Expansion: ₹134.4 Cr Investment

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Value
₹134.4 Cr
Execution
on or before May 2028
hospital beds
184 beds
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