Apollo Hospitals Enterprise Ltd
Apollo Hospitals Enterprise Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Digital business: Expected steady growth of 20%-25% year-on-year once breakeven is achieved, with revenue growth more muted initially due to ongoing investments (Page 14). - Offline pharmacy: Plans to add about 600 stores this year with quarterly additions of ~120 stores; revenue growth targeted at 17%-18% with focus on Central and South regions (Page 14). - Hospital business: Organic growth expected to rise from 11% to mid-teens (~13%-14%), driven by bed expansions and improved occupancy; new hospitals to add around 10% growth over 2-3 years (Pages 7,9,14). - Digital GMV forecast: Rs. Hospital business expects organic growth of 13%-14% on existing assets, with an additional 10% growth from new beds over 2-3 years. - EBITDA margins targeted to expand to around 25% in hospitals; new hospital losses capped around Rs.
From Apollo Hospitals Enterprise Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Digital business: Expected steady growth of 20%-25% year-on-year once breakeven is achieved, with revenue growth more muted initially due to ongoing investments (Page 14).
- Offline pharmacy: Plans to add about 600 stores this year with quarterly additions of ~120 stores; revenue growth targeted at 17%-18% with focus on Central and South regions (Page 14).
- Hospital business: Organic growth expected to rise from 11% to mid-teens (~13%-14%), driven by bed expansions and improved occupancy; new hospitals to add around 10% growth over 2-3 years (Pages 7,9,14).
2 more points from Apollo Hospitals Enterprise Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Apollo Hospitals Enterprise Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Apollo Hospitals Limited plans to operationalize around 1,577 new beds in FY26, with approximately 700 beds to be operationalized in the current year and the remaining 800+ beds in FY27.
- There is ongoing investment in the digital business, including continual investments in digital assets such as patient health records and AI-based services like Ask Apollo.
- The Central Reference Laboratory in Chennai was recently opened on 30th April, a state-of-the-art fully automated facility spanning 45,000 square feet, indicating capital expenditure in diagnostics.
2 more points from Apollo Hospitals Enterprise Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Healthcare Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Apollo Hospitals Enterprise Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Apollo Hospitals Enterprise Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹6.6K Cr, net profit ₹551 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Apollo Hospitals's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
Others in Healthcare Services this season
- Aster DM Quality Care Ltd (Q1 FY26)
Recent quarters saw subdued volume growth due to leadership changes and seasonal effects, but an 8% volume growth was achieved in Q1 FY26, improving from 2% in…
- Dr Agarwals Health Care Ltd (Q1 FY26)
70 crores via preferential allotment to AEHL for CAPEX plans, particularly the flagship facility at Cathedral Road, indicating capacity and service…
- Syngene Intl. (Q1 FY26)
Operating EBITDA grew 21% YoY in Q1 FY '26 with margins rising to ~24% from 22% last year. Key concall takeaways from Syngene International Ltd's Q1 FY26…
- Yatharth Hospital & Trauma Care Services Ltd (Q1 FY26)
International patient business is growing but will remain around 10% of revenue, positively impacting ARPOB without hurting margins. Key concall takeaways from…
Arthneeti Pro · Annual
Apollo Hospitals Enterprise Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Apollo Hospitals Enterprise Ltd Q1 FY26 results?
Digital business: Expected steady growth of 20%-25% year-on-year once breakeven is achieved, with revenue growth more muted initially due to ongoing investments (Page 14). - Offline pharmacy: Plans to add about 600 stores this year with quarterly additions of ~120 stores; revenue growth targeted at 17%-18% with focus on Central and South regions (Page 14). - Hospital business: Organic growth expected to rise from 11% to mid-teens (~13%-14%), driven by bed expansions and improved occupancy; new hospitals to add around 10% growth over 2-3 years (Pages 7,9,14). - Digital GMV forecast: Rs. Hospital business expects organic growth of 13%-14% on existing assets, with an additional 10% growth from new beds over 2-3 years. - EBITDA margins targeted to expand to around 25% in hospitals; new hospital losses capped around Rs.
What is Apollo Hospitals Enterprise Ltd share price analysis?
Apollo Hospitals Enterprise Ltd currently shows a neutral. The stock trades at a P/E of 61.0 with a market cap of ₹128,263 Cr. Investors should review the full earnings analysis for detailed insights.
Is Apollo Hospitals Enterprise Ltd planning capital expenditure?
Apollo Hospitals Limited plans to operationalize around 1,577 new beds in FY26, with approximately 700 beds to be operationalized in the current year and the remaining 800+ beds in FY27.
Keep Apollo Hospitals Enterprise Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.