Apollo Hospitals Enterprise Limited (APOLLOHOSP) Earnings Call Transcripts

Apollo Hospitals Enterprise Limited's Latest Earnings Call - Q4 FY2026

In the fourth quarter of FY '26, Apollo Hospitals Enterprise Limited reported consolidated revenues of INR 6,605 crores, reflecting an 18% year-on-year growth, while full-year revenues reached INR 25,229 crores, marking a significant milestone for the company. The consolidated PAT for the quarter was INR 529 crores, up 36% YoY, and the company maintained a strong EBITDA margin of 23.9%. Management provided optimistic guidance, expecting continued growth momentum with a projected revenue run rate of INR 25,000 crores by Q4 FY '27, alongside an EBITDA margin of 6.5% to 7% for Apollo HealthCo.

Reported metrics

Guidance from management

Management expects a revenue run rate of INR 25,000 crores by Q4 FY '27, with an EBITDA margin of 6.5% to 7% for Apollo HealthCo. They also anticipate continued growth momentum across all business segments.

What management said

So on the first one, yes, I think we are sticking to our assumption that we will have INR 140 crores loss. Most of this will actually happen in the fourth quarter, where we would have opened out all of the facilities. For the second question, let me pass it on to Madhivanan.

Thank you, ma'am. Good afternoon, everyone. Yes, as we speak, we finished this quarter pretty well. And we believe that our growth story when it comes to GMV will continue, both on the pharma side of the business and the diagnostics side. On the hospital consults also, the trends have been positive. While Q1 would be a slightly more seasonal quarter for us, we expect that we should be very close to breakeven or break...

What analysts pressed on

Analysts expressed concerns regarding the ongoing losses from new hospital openings, with management confirming expectations of INR 140 crores in losses for the year. Additionally, there were inquiries about the timeline for achieving breakeven in the digital business, which management indicated is on track for Q1 FY '27.

Main topics on the call

• Revenue Growth Acceleration — Apollo's consolidated revenues reached INR 6,605 crores in Q4 FY '26, up 18% YoY, driven by strong performance across all business segments. Management noted, "Our consolidated revenues crossed INR 25,000 crores for the ...
• Strong EBITDA Performance — Consolidated EBITDA for Q4 stood at INR 1,011 crores, reflecting a robust growth of 31% YoY, with Healthcare Services EBITDA at INR 781 crores. Management stated, "Margins remained strong at 23.9%".
• Occupancy and Surgical Volumes — Group-wide occupancy was reported at 68%, with surgical volumes growing by 7%. Management highlighted that "surgical volumes grew by 7%, supported by a continued focus on combo specialties."
• Strategic Restructuring — Apollo announced a strategic restructuring of its omnichannel pharmacy and digital health business, aiming to unlock long-term value. Management indicated that the demerger process is expected to be completed by Q4 FY '2...

Read the full Apollo Hospitals Enterprise Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 Apollo Hospitals Enterprise Limited earnings call transcripts on record, spanning February 14, 2020 to August 13, 2026. Based on this history, Apollo Hospitals Enterprise Limited reports quarterly. The most recent call on file is dated August 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

APOLLOHOSP

Exchange

NSEI

Country

IN

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

29

First call

February 14, 2020

Most recent

August 13, 2026

Reporting cadence

quarterly