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E-pharmacy competition from quick-commerce
View Risks →Apollo Hospitals Enterprise Limited — Q1 FY26
Apollo Hospitals delivered a strong Q1 FY26 with consolidated revenue of ₹5,842 crore (+15% YoY) and EBITDA of ₹852 crore (+26% YoY).
bullish
high
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Apollo Hospitals delivered a strong Q1 FY26 with consolidated revenue of ₹5,842 crore (+15% YoY) and EBITDA of ₹852 crore (+26% YoY). Healthcare services revenue grew 11% to ₹2,935 crore, with margins expanding 88 bps to 24.5%. The digital business (24/7) narrowed losses to ₹73 crore from ₹116 crore, on track for breakeven by FY26-end. Apollo Healthco (pharmacy) revenue grew 19% to ₹2,472 crore, with EBITDA of ₹167 crore. Management guided for 700 new beds in FY26, with a marginal 100 bps dip in hospital margins due to new hospital losses (~₹150 crore over two years). Key risks include competitive intensity in e-pharmacy from quick-commerce entrants and slower-than-expected recovery in international patient volumes from Bangladesh.
अपोलो हॉस्पिटल्स ने पहली तिमाही में अच्छा प्रदर्शन किया। कुल कमाई ₹5,842 करोड़ रही, जो पिछले साल से 15% ज़्यादा है। कमाई पर मुनाफ़ा (EBITDA) ₹852 करोड़ रहा, जो 26% बढ़ा। अस्पताल सेवाओं की कमाई 11% बढ़कर ₹2,935 करोड़ हुई, और मुनाफ़ा दर 24.5% हो गई। डिजिटल कारोबार (24/7) का घाटा ₹116 करोड़ से घटकर ₹73 करोड़ रह गया, और साल के अंत तक बराबर होने की उम्मीद है। फार्मेसी कारोबार (अपोलो हेल्थको) की कमाई 19% बढ़कर ₹2,472 करोड़ हुई, और मुनाफ़ा ₹167 करोड़ रहा। कंपनी इस साल 700 नए बिस्तर जोड़ेगी, लेकिन नए अस्पतालों के घाटे से मुनाफ़ा दर थोड़ी गिर सकती है। मुख्य जोखिम हैं - ई-फार्मेसी में क्विक-कॉमर्स से बढ़ती प्रतिस्पर्धा और बांग्लादेश से मरीज़ों की धीमी वापसी।
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Read Transcript →Quarter Snapshot
ARP (Average Revenue Per Patient)
₹1,72,282
+9% YoY
ARP grew 9% YoY, driven by case mix improvement and tariff increases, reflecting pricing power.
Group Occupancy
65%
flat YoY
Occupancy remained at 65% despite a 6% reduction in length of stay, effectively adding capacity.
24/7 Platform GMV
₹682 crore
+23% YoY
GMV grew 23% YoY, with a redefined metric focusing on new customer contribution.
Private Label & Generics Revenue Share
14.6%
+0 bps YoY
Private label and generics contributed 14.6% of pharmacy revenue, with plans to expand.
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Guidance and risk preview
Apollo 24/7 is on track to achieve breakeven by end of FY26, with losses narrowing to ₹73 crore in Q1 from ₹116 crore last year.
Quick-commerce players have entered the prescription business with aggressive discounts, potentially pressuring margins and customer acquisition co...
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