Aster DM Quality Care files 18th AGM transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF Explain this filing

ASTERDM · price

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Price reactionminutes from the announcement price · days from the prior close

+0.9%Reaction day

₹676.60

prior close

₹675.20

announcement price

After-mkt

timing

Nifty Midcap 150market-0.3%+1.2% vs market

Hospital peers, median of 26sector-0.1%+1.0% vs sector

On the reaction day the stock moved 1.2 pts more than Nifty Midcap 150 and 1.0 pts more than its Hospital peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+2.9

10m

+2.3

15m

+2.5

30m

+2.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+0.9-0.3+1.2-0.1+1.0

Next day

-0.2-0.4+0.1-0.7+0.5

-1.2-1.5+0.3-1.7+0.5

-3.9-2.8-1.1-3.5-0.4

-3.2-3.6+0.4-4.3+1.1

-3.9-5.6+1.7-6.2+2.3

-2.4pendingpending-1.8-0.6

15d

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UpDownMarket · Nifty Midcap 150Sector · Hospital peers, median of 26Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Aster DM Quality Care filed 18th AGM transcript (held September 28, 2026). Quality Care merger effective July 1, 2026. Combined proforma FY26 revenue Rs 9,273 Cr, EBITDA Rs 2,013 Cr (21.7% margin). Standalone FY26 revenue up 12% at Rs 4,643 Cr, EBITDA up 17% at Rs 947 Cr (20.4% margin). Hospital margins expanded from 12% (FY21) to 23% (FY26). Network spans 10,800+ beds across 28 cities with 4,170+ bed pipeline. ROCE rose 330 bps to 22.8%.

Likely market impact

Strong margin trajectory confirmed. Continued margin improvement guided, 4,170+ bed pipeline to 15,000 beds, and disciplined capital allocation with net cash.