Bangladesh political situation impacting international patients
Bangladesh contributes ~30% of international patient revenue (2% of total revenue). Recent political issues have caused a drop in volumes, though management expects recovery.
APOLLOHOSP / Q1-FY25 / risks
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Apollo Hospitals Enterprise · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Slower ARPOB recovery due to higher medical case mix
ARPOB grew only 2% YoY due to a higher proportion of medical admissions. Management expects improvement but there is risk if surgical volumes do not pick up as anticipated.
New hospital bed additions may pressure margins
Operationalization of four new hospitals (1,500 beds) over next five quarters could reduce EBITDA margins by 100-150bps from FY25 exit levels.