Apollo Hospitals Q1 FY26 Results – 15% Revenue Growth, 42% Surge in PAT, Strong Outlook Ahead

• Q1 FY26 Key Financial Highlights

  • Revenue: ₹5,842 crore, up 15% YoY
  • EBITDA: ₹852 crore, up 26% YoY (margin 14.6%)
  • PAT: ₹433 crore, up 42% YoY
  • EPS (Diluted): ₹30.10 (not annualised)

• Segment-wise performance

  • Healthcare Services: ₹2,935 crore revenue, up 11% YoY | EBITDA margin 24.5% | PAT ₹384 crore, up 17%
  • Retail Health & Diagnostics (AHLL): ₹435 crore, up 19% | EBITDA margin 9.3% | PAT loss reduced to ₹8 crore
  • Digital Health & Pharmacy (Apollo HealthCo): ₹2,472 crore, up 19% | EBITDA ₹94 crore vs ₹23 crore last year | PAT ₹57 crore, turnaround from loss

• Operational & Strategic Updates

  • Operating beds: 8,030; occupancy 65%
  • Planned bed additions: Bengaluru, Hyderabad, Chennai, Delhi NCR, Patna, Jaipur over 3–4 years — 4,370 beds, ₹7,600 crore investment
  • Apollo 24/7 GMV: ₹682 crore, up 23% YoY
  • Pharmacy: Significant improvements online and offline
  • AI-powered preventive health initiatives: OraLife (oral cancer detection), Apollo Zen (advanced health management)

• Stock Market Snapshot (as on result date)

  • Previous Close: ₹7,236.60
  • 52-Week High / Low: ₹7,717.00 / ₹6,002.15
  • Valuation: PE 81.93 | PB 13.52 | ROE 16.50%
  • Market Cap: ₹1.10 lakh crore

• Industry & Sector Outlook

  • Indian healthcare set for double-digit growth driven by insurance penetration, rising middle class, and digital adoption
  • Preventive health, diagnostics, and telemedicine expected to accelerate post-2025

• Company Outlook & Strategic Moves

  • Growth focus: Tier-2 & Tier-3 markets with “Care-Within-Reach” programs
  • Strategic demerger: Pharmacy and digital businesses planned to unlock shareholder value by FY27
  • Sustainability targets: 20% reduction in energy use per patient day; eco-friendly hospital construction

• Impact & Long-Term Themes

  • Sector strength reinforced by Apollo’s 15% revenue and 42% PAT growth
  • Bed capacity expansion of 4,300+ and ₹7,600 crore investment signal rising demand
  • Growth across services, diagnostics, and digital health; AI/telemedicine adoption rising
  • Long-term trajectory includes double-digit revenue growth, asset expansion, and scalable digital platforms
  • Disclosure
• • This update is informational and not investment advice. Conduct your own due diligence.