Q1 2025 Aster DM Healthcare Ltd Earnings Call Transcript
Key Points
- Aster DM Healthcare Ltd (BOM:540975) achieved a 20% year-on-year growth in revenues to INR1,000 crores for Q1 FY25.
- Operating EBITDA grew by 38% to INR177 crores, with the EBITDA margin expanding to 17.6% from 15.3% a year ago.
- Net profit post-NCI increased by 80% to INR74 crores, driven by operational excellence and interest earned on investments.
- The company added nearly 450 beds over the last year, contributing to revenue growth.
- Aster DM Healthcare Ltd (BOM:540975) plans to add approximately 1,700 beds by FY27, increasing the total bed count to 6,500 beds.
- The company faces challenges in talent acquisition and retention, particularly in Tier 2 and Tier 3 cities.
- There is a significant dependency on the Indian market, which may pose risks if the market conditions change.
- The EBITDA margin for the O&M asset-light model hospitals is lower compared to the core hospitals.
- The company has a high promoter pledge, which it aims to reduce by the end of the financial year.
- There are ongoing investigations related to a whistleblower complaint about conflicting business activities and related party transactions.
Good morning everyone. I welcome you to the Aster DM Healthcare earnings conference call for the first quarter of FY25. The company declared the Q1 results for FY24, '25. With us, we have the senior management of Aster DM Healthcare, namely Ms. Alisha Moopen, Deputy Managing Director; Mr. T J Wilson; Non-Executive Director; Dr. Nitish Shetty, Chief Executive Officer, India; Mr. Sunil Kumar, Chief Financial Officer, India; and Mr. Hitesh Dhaddha, Chief of Investor Relations and M&A.
I would like to inform everyone about how we will conduct this call. (Event Instructions) Certain forward-looking statements may be discussed in this meeting and such statements are subject to certain risks and uncertainties like government actions, local, political or economic developments, technological risk, and many other factors that could cause actual results to differ materially.
Aster DM Healthcare Limited will not be in any way responsible for any action based on such statements and undertakes no obligation to publicly update these
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