Apollo Hospitals Enterprise · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
71%
Numeric claims
2
Consistency
mixed
Question ledger
Binay Singh · Morgan Stanley
directWe are seeing insurance growth actually happening across. It's not necessarily connected only to the urban locations. And we are seeing it across both Tier One and Tier Two locations as we speak.
Binay Singh · Morgan Stanley
partialJuly has been good, and I think we should be able to see better pickup in this quarter.
Binay Singh · Morgan Stanley
directIt was a bit of a seasonal impact that we had. And, I think, we have also made certain investments on adding specialty manpower and focusing on, some of the segments that we are not present earlier.
Neha Manpuria · Bank of America
directI think there are three levers for margin expansion. The first, of course, is payer mix... The second is, you know, over a period of time, we will be focusing on international and therefore better ARPOB. The third, of course, is case mix... And of course, there is tariff revision of 4% that will play out within the next four quarters.
Neha Manpuria · Bank of America
partialWe have changed that operating model from a pure digital kind of an origination to a much stronger omni approach. Give us around another quarter or so for us to get back into a growth path.
Kunal Dhamesha · Macquarie
directNo, no, we are not putting... We are on course. It's just that we- see, originally we were expecting the Q2 closure will happen maybe a month here or so, but we are very much on, so we are not revising the guidance from our perspective.
Kunal Dhamesha · Macquarie
partialHigher occupancy not driven higher profitability will start playing out in the next few quarters. Like we said, we have absorbed a lot of, a lot of costs. The second thing that we had mentioned is that we had a lot of medical admissions this quarter, and therefore, you know, medical admissions resulted in an increase of ARPOB of only 2%.
Madhav Marda · Fidelity
directWe expect this to, continue to, you know, move upwards. Would it be 25%? Can't say at this stage, but, you know, we are looking at to, hit a number closer to 20% in next, one to two quarters.
Tushar Manudhane · Motilal Oswal
partialWe would still like to believe that our, the inflation of 4%-5% is something that we will continue to do, and hence, that will start reflecting clearly. The other thing is the function of occupancy as well as ALOS, as I said.
Damayanti Kerai · HSBC
directBangladesh is about 30% in terms of our international, but as a percentage of our total revenue is about 2%. We've seen some throughout the Q1 and into this quarter, as a combination of elections and the more recent political issues, some drop in volume. We are hopeful that this will come back very quickly.
Shyam Srinivasan · Goldman Sachs
partialQ1 has always been slight. You know, we are seeing that you know IPP transactions also fall down from, you know, the online side a little bit, during Q1. But, I think as far as the diagnostic and the other side of the business is concerned, they were okay.
Kunal Saraogi · Equirus Securities
evasiveARPOB is not as much a lever for our EBITDA growth... The focus is not on ARPOB. You know, ARPOB is just a derived number. Let's see how it goes during the year. You know, it will be higher than the current levels, and I don't want to guide specifically for that 7% either.
