Q1 2026 Apollo Hospitals Enterprise Ltd Earnings Call Transcript
Key Points
- Apollo Hospitals Enterprise Ltd (BOM:508869) reported a consolidated revenue growth of 15% year-on-year, reaching INR5,842 crores.
- The company achieved a consolidated EBITDA increase of 26% year-on-year, amounting to INR852 crores.
- Apollo HealthCo reported a 19% year-on-year revenue growth, with a significant improvement in EBITDA from INR23 crores to INR94 crores.
- The digital platform, Apollo 24/7, added 1 million new users and is on track to achieve breakeven by the end of the fiscal year.
- The company is making progress on hospital capacity expansion plans, with 700 new beds expected to be operational in FY26.
- The company decided to discontinue reporting average revenue per occupied bed (ARPOB) due to potential misrepresentation, which may cause confusion among stakeholders.
- Apollo 24/7's GMV for the platform decreased by 14%, raising concerns about future growth trajectories.
- The company faces increased competition from e-commerce players entering the prescription medicine supply space.
- There is a potential 100 basis points dip in overall margins due to anticipated losses from new hospital expansions.
- International patient revenue currently contributes only 5% of total revenue, with a target to increase to 7% by year-end, indicating room for improvement.
(technical difficulty) Before we begin, I would like to mention that some of the statements made in today's discussion may be forward-looking in nature, involve risks and uncertainties. Please note the disclaimer mentioning these risks and uncertainties on slide 2 of the investor presentation shared with all of you earlier. Documents relating to our financial performance have circulated earlier, and these have also been posted on the corporate website.
I would now like to turn the call over to Ms. Suneeta Reddy for her opening remarks. Thank you, and over to you, ma'am.
Thank you, Mayank. Good afternoon, everyone, and thank you for taking time to join this earnings call. I believe you would have received our earnings documents, which we shared earlier yesterday. We are pleased to start FY26 from a strong footing with a healthy momentum in double-digit growth across all three verticals, Health care services, Apollo
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