- Apollo Hospitals reported a net income of 4.32 billion rupees for the first quarter, marking a 42% increase year-over-year. This exceeded estimates of 3.77 billion rupees.
- Revenue for the quarter was 58.4 billion rupees, up by 15% compared to the previous year and surpassing the estimated 57.71 billion rupees.
- Healthcare Services Revenue reached 29.7 billion rupees, growing by 13% year-over-year.
- Revenue from Diagnostics & Retail Health was 4.35 billion rupees, up 19% year-over-year, and higher than the estimated 4.18 billion rupees.
- The Digital Health & Pharmacy Distribution segment recorded revenue of 24.7 billion rupees, a 19% increase year-over-year, above the estimated 24.25 billion rupees.
- Total costs for the quarter were 53.1 billion rupees, a 13% increase from the previous year.
- Other income was reported at 402 million rupees, reflecting an 8.1% year-over-year rise.
- Earnings before interest, taxes, depreciation, and amortization (EBITDA) stood at 8.52 billion rupees, a 26% increase year-over-year, surpassing the estimate of 8 billion rupees.
- Analyst recommendations for Apollo Hospitals included 28 buys, 2 holds, and 1 sell.
Apollo Hospitals Enterprise on Smartkarma
Analysts on Smartkarma have varying perspectives on Apollo Hospitals Enterprise. Nimish Maheshwari‘s bullish report highlights the company’s restructuring efforts to unlock shareholder value and expand revenue by FY27 through demerging its pharmacy and digital health business. The aim is to create a transparent healthcare platform with significant revenue growth projections.
Contrastingly, Avien Pillay takes a bearish stance, expressing concerns about Apollo Hospitals being priced for perfection at a 53 forward PE. The analyst raises issues about high real estate costs, complex regulations, and fierce competition impacting the company’s growth potential. Despite the positive long-term outlook for the Indian hospital sector, challenges and intense competition may hinder Apollo’s expansion plans.
A look at Apollo Hospitals Enterprise Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Looking ahead, Apollo Hospitals Enterprise is poised for a promising long-term outlook based on the Smartkarma Smart Scores. With solid scores in Growth, Resilience, and Momentum, the company demonstrates potential for expansion, stability during uncertain times, and positive market sentiment. While Value and Dividend scores were more moderate, the overall picture highlights a company with strong growth prospects, resilience to challenges, and favorable momentum in the market.
Apollo Hospitals Enterprise Limited, a major player in the Indian healthcare industry, owns and manages hospitals across various cities in India. In addition to its hospital services, the company operates a 24-hour pharmacy network with a wide presence throughout the country. Offering a range of healthcare services, including clinics and managed care plans, Apollo Hospitals caters to the diverse needs of patients and families in locations such as Chennai, Hyderabad, Delhi, Dubai, Vizag, Bilaspur, and Chengannur.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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