Apollo Hospitals Enterprise Limited has informed the Exchange about Investor Presentation
APOLLOHOSP · price
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Apollo Hospitals has filed an investor presentation detailing a proposed Composite Scheme of Arrangement to demerge its Omnichannel Pharmacy Distribution (OCP), Apollo 24|7 digital platform, and Remote Telehealth divisions into a new listed entity, while merging Keimed into the same. AHEL shareholders will receive 195.2 shares of the New Co for every 100 shares held, with total New Co shares of ~66.7 crores post-scheme. The combined entity targets revenue of ~INR 25,000 Cr (US$3 bn) and GMV of INR 28k Cr by end FY27, with ~7% EBITDA margins, versus FY25 proforma revenue of INR 16,267 Cr and 7.1% EBITDA margin. The New Co plans to list on stock exchanges within 18-21 months, with shareholder approval expected around Feb 2026. Management also plans to acquire the remaining 74.5% stake in AMPL (parent of front-end pharmacy arm APL), taking effective ownership to 100%.
The restructuring aims to unlock value by giving AHEL shareholders direct participation in India's largest listed omnichannel pharmacy and digital health platform, removing any hold-co discount. It could sharpen market valuation for both the core hospital business and the pharmacy/digital platform, though the 18-21 month timeline and pending NCLT/SEBI/CCI approvals keep execution risk in play.