Apollo Hospitals Enterprise Ltd

Q1 FY27Healthcare Services

Apollo Hospitals Enterprise Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹8,650

Market cap₹1.2L Cr

P/E59.4

Published5 Sept 2026

What the Q1 FY27 call signalled

2 of 3 strong

RevenueRank 2

MarginRank 3

CapexYes

Not discussed on this call: fundraise, order book.

The short version

Full-year revenue growth target for hospitals is around 18% to 20%. Healthcare Services: - Revenue growth guidance of 20% for FY27.

From Apollo Hospitals Enterprise Ltd's Q1 FY27 earnings-call transcript · updated 5 Sept 2026.

Revenue & Sales Performance

Rank 2

Full-year revenue growth target for hospitals is around 18% to 20%.
Established hospitals expected to grow 13% to 14% over the next 24 months.
New hospitals are expected to add around 7% to revenue growth during the same period.
IP volume growth for established units guided at roughly 7% to 8%.
Bangladesh patient volumes normalizing, resulting in higher volume growth (60%-70% recovery).
Digital pharmacy and diagnostics businesses aiming for 20%-30% growth.
Insurance business is growing rapidly (around 80% growth) but still in investment phase, expected to breakeven by Q3 of FY27.
Proton beam therapy demand expected to grow due to superior outcomes, with new units beginning operations.
Overall, sustained demand across integrated healthcare platform and focus on high-acuity specialties supporting growth.

Profitability & Margins

Healthcare Services:
- Revenue growth guidance of 20% for FY27.
- Established hospitals to grow revenues at 13%-14% over next 24 months.
- New hospitals expected to add ~7% revenue, with losses peaking before breaking even by Q3/Q4 FY28.
- EBITDA margins for established hospitals sustained around 25.9%-26%, with potential for further structural cost savings.
- Healthcare Services ROCE at 28.5% indicating efficient capital use.
Apollo HealthCo and AHLL (Digital, Diagnostics, Pharmacy):
- Apollo HealthCo revenue grew 20% YoY; digital vertical close to breakeven next quarter.
- AHLL revenues up 15% YoY; diagnostics revenue growth at 31%, margins improving towards 20%.
- Apollo HealthCo PAT up 34% YoY, showing strong profitability gains.
Overall:
- Consolidated revenue up 21% YoY; EBITDA grew 28%.
- Earnings and profits expected to sustain momentum driven by volume growth, pricing, and case mix improvements.

See what Apollo Hospitals Enterprise Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes

Apollo Hospitals is commissioning new hospitals, including the upcoming Gurgaon hospital with a soft launch in September and full opening in October, contributing to revenue from Q4 onwards.
Plans for a new Proton center in Delhi are underway, with location options to be shared soon; the existing Chennai Proton center is operating near full capacity.
Capital investment continues to focus on expanding and upgrading facilities, such as renovation of the Teynampet hospital in Chennai.
The company is also investing in digital businesses, diagnostics, primary care, and insurance platforms to build an integrated healthcare ecosystem.
The mother and child business transaction is pending regulatory clearance, after which the focus will intensify on diagnostics and primary care growth.
Apollo aims to add 620 operational beds beyond the 380 beds added this quarter, expecting operational efficiencies and cost benefits as new beds come online.
There is an emphasis on disciplined capital allocation aligned with expanding access and delivering superior clinical outcomes.

Fundraising & Capital Structure

The transcript on page 18 of the Apollo Hospitals Q1 FY27 Earnings Call does not explicitly mention any current or future plans for fundraising through debt or equity. Key points related to capital allocation include: - Focus on disciplined capital allocation to sustain growth and momentum. - Strategic investments in integrated healthcare ecosystem including primary care, diagnostics, digital engagement, insurance, and hospitals. - No specific updates or plans related to raising debt or equity financing were disclosed during the call. - Management encourages reaching out for further questions, suggesting openness but no immediate fundraising announcements. Therefore, based on the transcript, there are no disclosed plans for new debt or equity fundraising in the near term.

See what Apollo Hospitals Enterprise Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript on page 18 of the Apollo Hospitals Q1 FY27 earnings call does not explicitly mention any specific details about the current or expected order book or pending orders. The discussion primarily focuses on business strategies, hospital closures, patient volumes, insurance business, and new healthcare offerings such as proton therapy centers. There is no direct reference to order book status or pending orders for Apollo Hospitals Limited in the provided pages. If you need detailed information on current or expected order book/pending orders, it may not be available in this transcript, and you might want to check other company reports or disclosures.

How does Apollo Hospitals Enterprise Ltd rank vs peers in Healthcare Services?

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Apollo Hospitals Enterprise Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

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.

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What Apollo Hospitals's management said in earlier quarters

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Frequently Asked Questions

What were Apollo Hospitals Enterprise Ltd Q1 FY27 results?

Full-year revenue growth target for hospitals is around 18% to 20%. Healthcare Services: - Revenue growth guidance of 20% for FY27.

What is Apollo Hospitals Enterprise Ltd share price analysis?

Apollo Hospitals Enterprise Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 59.4 with a market cap of ₹124,992 Cr. Investors should review the full earnings analysis for detailed insights.

Is Apollo Hospitals Enterprise Ltd planning capital expenditure?

Apollo Hospitals is commissioning new hospitals, including the upcoming Gurgaon hospital with a soft launch in September and full opening in October, contributing to revenue from Q4 onwards.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.