Aster DM Healthcare Limited has informed the Exchange about Investor Presentation
ASTERDM · price
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Aster DM Healthcare reported Q1 FY26 revenue of INR 1,078 Cr, up 8% year-on-year, with operating EBITDA jumping 21% YoY to INR 215 Cr and margins expanding 230 basis points to 20%. Normalised profit after tax rose 22% to INR 90 Cr, while average revenue per occupied bed (ARPOB) climbed 14% to INR 50,200. The Kerala cluster returned to growth at 5% YoY with margins improving 270+ bps to 25.3%, and the Karnataka & Maharashtra cluster posted 13% revenue growth with 200+ bps margin expansion to 23.2%. The company completed the share swap to acquire a 5% stake in Quality Care India Limited (QCIL), with the full merger expected by Q4 FY26 and projected cost and revenue synergies of 10-15% on combined FY24 EBITDA. Bed capacity rose to 5,197 with plans to add 2,600+ more beds over coming years, reaching 7,800+ beds including a new 500-bed facility in Bengaluru.
This is a strong quarterly print for shareholders, with broad-based margin expansion, healthy ARPOB growth, and concrete progress on the QCIL merger that could meaningfully boost combined profitability. The clear multi-year capacity expansion roadmap and synergy targets suggest the company is well-positioned for sustained growth, which should be viewed positively by the market.