Apollo Hospitals Enterprise Limited has informed the Exchange about Investor Presentation
APOLLOHOSP · price
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Apollo Hospitals reported Q1 FY26 consolidated revenue of ₹58,421 million, up 15% year-on-year, with EBITDA growing 26% to ₹8,519 million and PAT jumping 42% to ₹4,328 million. Healthcare Services, the largest segment, posted 11% revenue growth with EBITDA margins expanding 88 basis points to 24.5%, supported by 9% growth in average revenue per in-patient to ₹172,282. The Diagnostics and Retail Health (AHLL) segment delivered 19% revenue and 31% EBITDA growth, while the HealthCo (digital and pharmacy) business turned PAT positive at ₹571 million versus a loss of ₹129 million a year ago. The company outlined a ₹7,600 crore expansion plan to add 3,577 census beds over the next 5 years, with ₹5,400 crore yet to be spent. A composite scheme for HealthCo restructuring was also approved, with management targeting ₹25,000 crore of annualized revenue and 7% EBITDA margin by Q4 FY27 post-listing.
Strong Q1 results with margin expansion across segments and PAT growth of 42% signal robust operational momentum, while the large expansion plan indicates significant capital expenditure ahead. The HealthCo restructuring and listing plans could unlock value for shareholders, though the ₹5,400 crore pending capex may keep leverage elevated.