Q4 2026 Apollo Hospitals Enterprise Ltd Earnings Call Transcript
Key Points
- Apollo Hospitals Enterprise Ltd (BOM:508869) reported consolidated revenues surpassing INR25,000 crores for the first time, highlighting significant growth across its healthcare services, Apollo HealthCo, and AHLL verticals.
- The company achieved a consolidated EBITDA of INR1,011 crores for Q4 FY26, marking a robust 31% year-on-year growth, with healthcare services EBITDA reflecting a 14% growth.
- Apollo HealthCo reported a strong year-on-year revenue growth of 20% in Q4 FY26, with digital revenues growing by 29% during the quarter.
- The company successfully reduced its average length of stay to 3.19 days, driven by the adoption of robotics, minimally invasive surgeries, and enhanced recovery protocols.
- Apollo Hospitals Enterprise Ltd (BOM:508869) announced a strategic collaboration to create one of India's largest integrated mother, maternity, and fertility care platforms, valued at INR1,550 crores.
- The company anticipates a loss of INR140 crores from new hospitals, with the majority of the impact expected in the fourth quarter.
- There was a moderation in international patient volumes, particularly from Bangladesh, affecting overall performance.
- The digital business, while on track for breakeven, still faces challenges in achieving profitability, with cash losses reported.
- The company is experiencing delays in the commissioning of new beds, with a phased operationalization plan extending over the next 12 to 18 months.
- Apollo Hospitals Enterprise Ltd (BOM:508869) faces ongoing legal challenges with the Delhi government regarding its associated company, Indraprastha Medical Corporation.
Ladies and gentlemen, good day and welcome to Apollo Hospitals Limited Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Mayank Vaswani from CDR India. Thank you and over to you, sir.
Thank you, Ruthuja. Good afternoon, everyone, and thank you for joining us on this call hosted by Apollo Hospitals to discuss the financial results for the fourth quarter and full year of financial year 2026, which were announced yesterday. We have with us today the senior management team represented by Mrs. Sunita Reddy, Managing Director.
Mr. A. Krishnan, Group CFO; Dr. Madhu Sasidhar, President and CEO, Hospitals Division; Mr. Madhivanand Balakrishnan, CEO of Apollo HealthCo; Mr. Shriram Iyer, CEO of AHLL; Mr. Sandeep Gupta, CFO of Apollo Health Co; and Mr. Obul Reddy, CFO of the pharmacy business.
Before we begin, I would like to mention that some of the statements made in today's discussion may be forward
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