ASTERDMNSEAster DM Healthcare LimitedMediumNeutral
Announced Thu, 30 Apr · 19:42 IST

Aster DM Healthcare Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

ASTERDM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+5.2%1-day move
₹707.00
prior close
₹725.00
base price
After-mkt
timing
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+2.8+4.0+4.6+2.4+5.2+3.5+5.0+5.0+4.5+4.1+5.0+4.5+11.6
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AI summary

Aster DM Healthcare reported strong Q4FY26 results with combined proforma revenue (Aster + QCIL) growing 18% YoY to INR 2,361 crore. Operating EBITDA grew 25% YoY to INR 517 crore with margins improving to 21.9% from 20.7% last year. Total patient volumes increased 12% YoY to 1.93 million with occupancy rising 210 bps to 61%. The merger with Quality Care India Limited (QCIL) is progressing - shareholder approval received with 96.68% votes in favor, CCI approval obtained, and expected completion in Q1FY27. The combined entity plans to add 4,445 beds to reach 15,068 total capacity. For standalone Aster, Q4 revenue grew 18% YoY to INR 1,182 crore with operating EBITDA up 26% to INR 244 crore. Return on Capital Employed improved to 21.1% for combined entity, up 293 bps YoY.

Likely market impact

The company demonstrated robust operational performance with margin expansion across segments and the QCIL merger on track for Q1FY27 completion, supporting the growth narrative. Strong bed expansion pipeline and improving ROCE indicate healthy fundamentals.