Apollo Hospitals Enterprise Limited has informed the Exchange about Presentation
APOLLOHOSP · price
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Awaiting price reaction for this filing.
Apollo Hospitals has filed an investor presentation detailing a composite scheme to demerge its Omnichannel pharmacy distribution (OCP), Apollo 24|7 digital platform, and remote telehealth division into a new company, while merging Keimed (India's largest pharma distributor) into the same new entity. For every 100 shares of AHEL, shareholders will receive 195.2 shares of the New Co, resulting in ~66.7 crore shares outstanding post-scheme. The combined entity had proforma FY25 revenue of INR 16,267 Cr and is targeting an exit run-rate of INR ~25,000 Cr revenue and ~7% EBITDA margin by end of FY27. The New Co will be classified as an Indian Owned and Controlled Company (IOCC) and is expected to list on stock exchanges within 18-21 months, with shareholder approval sought around Feb 2026 after SEBI/CCI/NCLT clearances. The presentation also flags a plan to acquire the remaining 74.5% in Apollo Medicals Pvt Ltd to take the New Co's stake in front-end pharmacy business Apollo Pharmacies Ltd to 100%.
This restructuring aims to unlock value by giving AHEL shareholders direct shareholding in a focused, listed omnichannel pharmacy and digital health platform, eliminating the holding-company discount. The clear FY27 revenue and margin targets, along with supply-chain integration benefits, could be positive for the stock, though execution and regulatory approval risks remain over the next 18-21 months.