Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Apollo Hospitals Enterprise (APHS IN): Hospitals Business Drove Q4 Result; Positive Outlook For FY24

Apollo Hospitals Enterprise (APHS IN): Upside Momentum to Continue on Promising Business Outlook

Apollo Hospitals Enterprise (APHS IN): Q3 Profit Drops; Hospital Business Remains the Brightest Spot

Equity Bottom-Up

Apollo Hospitals Enterprise / Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/apollo-hospitals-enterprise" target="_blank" data-smartkarma-citation="entities:880:1" rel="noopener">Apollo Hospitals Enterprise (APHS IN)</a> reported strong FY25 result, with 14% revenue growth and a massive 61% jump in net profit. EBITDA margin improved to 13.9% (FY24: 12.5%).</li>
<li>Overall margin expansion is mainly driven by AHLL (margin up 140bps YoY to 9.9%) and Apollo HealthCo (margin at 1.8% vs loss in FY24).</li>
<li>AHEL plans to add 4,300 beds over the next three to four years, with 2,000 beds expected to become operational in FY26.</li>
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Apollo Hospitals Enterprise (APHS IN) reported strong FY25 result, with 14% revenue growth and a massive 61% jump in net profit. EBITDA margin improved to 13.9% (FY24: 12.5%).
Overall margin expansion is mainly driven by AHLL (margin up 140bps YoY to 9.9%) and Apollo HealthCo (margin at 1.8% vs loss in FY24).
AHEL plans to add 4,300 beds over the next three to four years, with 2,000 beds expected to become operational in FY26.


Apollo Hospitals (APHS IN): Positive Outlook; Expansion on Track; Growth Momentum to Continue