Apollo Hospitals Enterprise Ltd (BOM:508869)

Q3 2025 Apollo Hospitals Enterprise Ltd Earnings Call Transcript

Feb 11, 2025 / 08:45 AM GMT

Release Date Price: ₹6314.95 (-6.67%)

Transcript

Key Points

Positve

Apollo Hospitals Enterprise Ltd (BOM:508869) reported a strong performance in Q3 FY25 with all three business segments showing mid-teen revenue growth.
The company achieved a 13% year-on-year revenue growth in its healthcare services business, driven by favorable trends in centers of excellence, case mix, and pay mix.
Revenue from cash and insurance patients increased by 15% year-on-year, accounting for 83% of inpatient revenue.
Apollo Health Co reported its first-ever quarterly profit in Q2 and further strengthened its performance in Q3 with a profit of 32 crores.
The company is on track to open new facilities in Gurgaon and Hyderabad by the end of FY26, which are expected to achieve break-even quickly due to existing brand presence.

Negative

The company experienced a 1.5% drop in overall revenues due to a decline in footfall from Bangladesh.
There was a muted trend in the Tamil Nadu and West clusters, with weaker inpatient volume growth attributed to the Bangladesh effect and moderation of CGHS cases.
The digital business, Apollo 24/7, is still working towards achieving break-even, with a focus on recalibrating its cost structure and growth strategy.
The company faces challenges in the online pharmacy segment due to high competition and the need for significant investment.
The expansion of new facilities may lead to a temporary margin suppression, with an expected impact of up to 100 basis points on margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

APLH.NS - Apollo Hospitals Enterprise Ltd
Q3 2025 Apollo Hospitals Enterprise Ltd Earnings Call
Feb 11, 2025 / 08:45AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Apollo Hospitals Limited Q3 FY25 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing 90 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Mayank Wawani from CDR India.

Thank you and over to you, sir.

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Unidentified_2 [2]
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