Apollo Hospitals Shares Reach 52-Week Peak Following Strong Q4 Earnings

Apollo Hospitals Enterprise Sees 33 Percent Rise in Consolidated Net Profit for March Quarter

Apollo Hospitals Enterprise shares experienced a significant surge of more than 3 percent on Thursday after the company reported a substantial 33 percent rise in consolidated net profit for the March quarter. The stock reached a 52-week high of Rs 8,388 on the National Stock Exchange, up 3.83 percent during the session. This marks the third consecutive session of gains, with the counter increasing by over 4 percent in the period.

For the January–March quarter, the company reported a consolidated profit after tax (PAT) of Rs 551.3 crore, compared with Rs 414.5 crore in the same period last year. Revenue from operations rose 18.1 percent to Rs 6,605.5 crore in the fourth quarter, against Rs 5,592.2 crore a year earlier.

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The healthcare services division posted 17.25 percent growth in revenue at Rs 3,333.7 crore during the quarter. Apollo Hospitals Enterprise Ltd’s Apollo Health and Lifestyle segment reported 24.2 percent growth in revenue at Rs 489.5 crore, while Apollo HealthCo posted revenue of Rs 2,848.2 crore, up 20 percent.

Total expenses increased 15.33 percent to Rs 5,938 crore in the March quarter. Total income, including other income, stood at Rs 6,649.4 crore. The company’s board approved the merger of Apollo Hospitals North, a wholly-owned subsidiary, with Apollo Hospitals Enterprise, subject to statutory approvals.

The company also announced the sale of its fertility and maternity businesses to Cloudnine Hospitals (Kids Clinic India) for about Rs 1,550 crore. It will retain a minority stake in the combined entity. Chief financial officer Krishnan Akhileswaran stated that part of the proceeds from the transaction will be received in cash and used to expand diagnostics and other platforms.

Brokerage firms Macquarie Group and Motilal Oswal Financial Services have provided their analysis on the quarterly performance. Macquarie Group noted that the quarterly performance was a modest beat, with revenue, EBITDA, and adjusted PAT coming in above estimates. It also highlighted that EBITDA margin stood at 15.3 percent, higher than expected.

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Motilal Oswal Financial Services pointed out that Apollo HealthCo reported strong EBITDA growth, with margin expansion to 5.5 percent in the quarter. It also highlighted growth in platform gross merchandise value and expansion in store network. The hospital chain, which operates a network of over 10,900 beds, said it commissioned four new hospitals during the year and plans to add around 1,500 beds over the next 12–18 months.

Apollo Hospitals Enterprise Ltd expects revenue growth in the mid-teens in FY27, broadly in line with the previous year.