Q3 2026 Apollo Hospitals Enterprise Ltd Earnings Call Transcript

Feb 11, 2026 / 08:30 AM GMT

Release Date Price: ₹7503.95 (+3.93%)

Transcript

Key Points

Positve

Apollo Hospitals Enterprise Ltd (BOM:508869) reported a strong performance with a 17% year-on-year revenue growth to INR 6,477 crore.
The healthcare services business recorded a healthy 14% year-on-year growth, driven by a balanced mix of volume growth, case mix, and pricing.
The digital platform Apollo 24/7 added 2 million new users during the quarter, now serving over 46 million users.
The company plans to operationalize 1,500 additional operating beds in key metropolitan markets, enhancing capacity and growth potential.
Consolidated EBITDA for the quarter was robust at INR 965 crore, registering a 27% year-on-year growth.

Negative

The digital business faced a sequential drop in GMV due to GST changes and the cessation of a supply channel with Amazon.
Losses in the digital business were reported at INR 29 crore, although this was the lowest in any quarter so far.
The company anticipates a cost headwind of INR 150 crore due to the ramp-up of new hospitals.
There was a moderation in inpatient volume trends in certain clusters, such as the northwest and east regions.
The digital business's cash EBITDA break-even has been pushed to Q1 FY27 due to revenue recognition mismatches in the insurance segment.

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

APLH.NS - Apollo Hospitals Enterprise Ltd
Q3 2026 Apollo Hospitals Enterprise Ltd Earnings Call
Feb 11, 2026 / 08:30AM 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 the Apollo Hospitals Limited Q3 FY26 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, then 0 on your touchstone phone. Please note that this call is being recorded.

I now hand the conference over to Mr. Mayankvaswani from CDL India.

Thank you and over to you.

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Unidentified_2 [2]
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