Q3 2025 Aster DM Healthcare Ltd Earnings Call Transcript
Key Points
- Aster DM Healthcare Ltd (BOM:540975) announced a strategic merger with Quality Care India Limited, creating one of the top three hospital chains in India with 38 hospitals and over 10,000 beds.
- The company reported a strong financial performance with a 15% revenue growth, reaching INR3,138 crores in the first nine months of FY25.
- Operating EBITDA grew by 35%, reaching INR613 crores, with margins expanding to 19.5% from 16.6% a year ago.
- The hospital business continues to grow strongly, with operating EBITDA margins improving to 22.3% in FY25, up from 19.5% the previous year.
- Aster DM Healthcare Ltd (BOM:540975) has launched the Aster Health app, enhancing patient convenience with features like appointment management and video consultations.
- The Kerala cluster experienced low growth due to the end of the flu season in Q2 and reduced footfalls from GCC and Maldives.
- Occupancy rates in mature hospitals are around 65-67%, with some hospitals dragging overall occupancy.
- The pharmacy segment showed muted performance with a decline in store count from 250 to 200.
- There are concerns about increased competition in Kerala, with new entrants potentially impacting market dynamics.
- The merger with Quality Care India Limited is subject to regulatory approvals, which could delay integration and realization of synergies.
Good morning, everyone. (technical difficulty) Aster DM Healthcare, namely Ms. Alisha Moopen, Deputy Managing Director; Mr. T.J. Wilson, Non-Executive Director; Mr. Anoop Moopen, Non-Executive Director; Mr. Ramesh Kumar, Chief Operating Officer; Mr. Sunil Kumar, Chief Financial Officer; and Mr. Hitesh Dhaddha, Chief Investor Relations and M&A Officer. 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 risks; 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 taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances.
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