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
88%
Numeric claims
1
Consistency
contradicted
Question ledger
Binay Singh · Morgan Stanley
partialYes, I think we are quite confident that we will get back into 30%. We say this because Bangladesh, at least 60%, has started coming back in October, and we believe that we will mitigate the impact of losing one territory.
Binay Singh · Morgan Stanley
directThe way we are looking at it is this. Today, if you are looking at it, I'll comprehensively handle this slide because there are a couple of questions also which have come up. One was six new hospitals is what we are looking at adding. In the next year, this year to next year.
Damayanti Kerai · HSBC
directWe continue to believe that next year, overall EBITDA losses from these hospitals should be around the INR 150 crore number, which is what would be the EBITDA losses from these hospitals.
Damayanti Kerai · HSBC
partialA big chunk of the cost has been. As an individual entity, we have reduced it quite a bit. This would be, in a way, a new normal. ... You'll see some more, but that will typically happen from the next financial year.
Tushar Manudhane · Motilal Oswal Financial Services
directYou have to look at the GMV from three perspectives. ... This GMV reduction, that is why you are seeing just a 16% growth. That is coming primarily from the pharmacy side. ... You will start seeing the increase on a quarter-on-quarter basis because now it is a new normal.
Tushar Manudhane · Motilal Oswal Financial Services
directKarnataka region, there was a drop in the medical admission significantly in that region, particularly. ... I think it is really a seasonality. ... If you trace those medical admissions back to last year, it was almost entirely a very bad dengue season, which we have not seen this year.
Harith Ahamed · Avendus Spark
directthis Q2, we had slightly a drop in the EBITDA margins for KEIMED, but this is only one-time. Integration and scheme-related expenses which got accounted in Q2. ... we are hopeful that we should be able to hit that mark.
Harith Ahamed · Avendus Spark
directIn terms of competition, clearly, the only one that has serious competition is diagnostics because Spectra, there is no competition. In Cradle, it is only where our Cradles are present. There is very little competition, except in Karnataka, where Cloudnine has a big market share.
Neha Manpuria · Bank of America
directI think over a three-year period, you will see that there is headroom for growth within the system. This should result in 13% growth in the existing beds and an additional 5% coming from new beds in the next 26 months.
Shyam Srinivasan · Goldman Sachs
directSeventy is definitely a benchmark that we're looking at. ALOS has dropped by 7%. This is the use of new technology, whether it's cardiac where we have minimally invested, as well as robotics. ... With regard to occupancy, I think that 70% is definitely the target that we hope to reach.
Kunal Dhamesha · Macquarie
directthere was a considerable amount of INR 67 crore spent on doctor hiring. ... It's a little of the cost coming ahead of the opening, which is why it seems it is at 24.6. It is flat. Going forward, we should see the benefits of all of this. Therefore, the impact of the losses in the new hospitals will remain at INR 140 crore-INR 150 crore.
Madhav Marda · Fidelity
partialIn the base, we would like, approximate cost, which is there in this quarter, would be roughly around INR 10 crore in this quarter. ... We are clearly hoping and working on ensuring that we should get the overall margins over 25% in the next year and even higher on the established hospitals.
