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Informist, Friday, Nov. 7, 2025

 

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--Apollo Hospitals: Patient admissions low in Q2 due to high base year ago 
--CONTEXT: Comments by Apollo Hospitals' mgmt in post-earnings analyst call 
--Apollo Hospitals: Expansion of hospitals in progress across major cities 
--Apollo Hospitals: Average revenue per patient up 9% Jul-Sept 
--Apollo Hospitals: 60% of patient flow from Bangladesh returned in Oct 
--Apollo Hospitals: Exploring opportunities in Uzbekistan 
--Apollo Hospitals: Insurance business gaining traction on Apollo 24/7 
--Apollo Hospitals: Removed some unviable B2B products from Apollo 24/7 
--Apollo Hospitals: On track to meet FY26 Apollo HealthCo revenue, margin view 
--Apollo Hospitals: Confident of returning to 13% growth in hospital ops 
--Apollo Hospitals: Expect hospital beds occupancy to reach 70% in FY26 
--Apollo Hospitals: Existing hospitals still have room for revenue growth 
--Apollo Hospitals: FY26 EBITDA margin seen at 24.6-25.0% 
--Apollo Hospitals: Using AI technologies for customer-facing services

 

By Narayana Krishna and Afra Abubacker

 

HYDERABAD/NEW DELHI – Apollo Hospitals Enterprise Ltd. is confident of reviving growth in its core hospitals business with an aim to reach 13% revenue growth in the coming quarters as several new hospitals and expansion projects are expected to commence operations, the company's management said in a post-earnings investor call on Friday. 

Chennai-based Apollo Hospitals on Thursday reported a consolidated net profit of INR 4.77 billion for the September quarter, up 26% on year. Analysts had projected the company to report a bottom line of INR 4.50 billion. Its consolidated top line grew 13% on year to INR 63.04 billion, higher than the consensus estimate of INR 62.29 billion in revenue.

 

Apollo Hospitals reported a 10% growth in its healthcare services segment revenue for the September quarter, led mainly by hospital business, to INR 32.2 billion. There was a 9% on-year improvement in average revenue per patient to INR 173,318, while the bed occupancy fell to 69% from 73% a year ago.

Apollo Hospitals' management said it is working to commence operations at six new hospitals in the next four quarters. The company recently performed a soft launch of a new hospital in Pune. Other expansion projects in key metros--including Kolkata, Hyderabad, Bengaluru and Gurugram--are lined up for commissioning in the upcoming 12 months.                                   

 

Apollo Hospitals' management said that besides new hospitals, the existing ones still have room to contribute to overall growth. As of Sept. 30, Apollo Hospitals had 73 hospitals in its network, with an operational bed capacity of 8,050. 

The management said that higher patient admissions due to dengue last year created a high base, which has impacted the current quarter's occupancy rate. Particularly hospitals in the Karnataka region witnessed a significant fall in patient admissions, the company said. 

The company is expecting patient flow from Bangladesh. Around 60% of patient flow revived from the neighbouring country in October. Apollo Hospitals' Chennai and Kolkata hospitals get a large patient flow from Bangladesh. The reduction in the number of patients from Bangladesh had a 1% impact on healthcare services revenue in the September quarter, the management said. The company is also exploring ways to attract patients from Uzbekistan.

 

The company expects its healthcare services segment earnings before interest, tax, depreciation, and amortisation margin at 24.6-25.0% in FY26. The company said it may see an EBITDA loss of INR 1.5 billion in FY27 on the back of the commencement of new hospitals.

The company said its pharmacy and digital health operations arm, Apollo HealthCo Ltd., is on track to achieve INR 250 billion revenue with 7?ITDA margin as guided earlier. Apollo HealthCo operates an offline and online pharmacy distribution and retail business, and is the holding company of its digital platform Apollo 24/7 application.

 

The management said it expects Apollo 24/7 operations to turn profitable soon, aided by e-pharmacy, diagnostic services, hospital services and insurance. Though pharmacy currently leads the business of this platform, insurance is likely to lead the overall revenues going forward, the company said. Insurance sales via Apollo 24/7 are gaining traction rapidly, the company said.

Apollo Hospitals is deploying artificial intelligence technology across its operations to improve efficiency. The AI technologies were used in the overall command control center in sensing patients in each hospital in real-time, the company said. At 1222 IST, shares of Apollo Hospitals were trading 1.4% lower at INR 7,674.50 on the National Stock Exchange.  End

 

Edited by Deepshikha Bhardwaj

 

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