APOLLOHOSP / Q3-FY24 / claim-ledger

Audit the questions that mattered.

Apollo Hospitals Enterprise · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY24 · 2024-01-15Back to quarter ↗

Questions audited

Answered directly

75%

Numeric claims

Consistency

mixed

Question ledger

What was answered, and how?

Damayanti Kerai · HSBC

partial

Margin trajectory for hospital segment over next few quarters

Internally, we would like to believe that there is an opportunity to increase the margins by at least 200 basis points over the next few quarters.

Damayanti Kerai · HSBC

evasive

Plans for 24/7 platform including fundraise or IPO

So currently, 24/7 in terms of cash, it's self-sustaining. So it does not require a cash infusion. But we are looking at maybe at some time, if we require some cash, we are open to the idea.

Kunal Dhamesha · Macquarie

direct

24/7 GMV guidance for FY24 and next year, impact of break-even on growth

I think we should be able to hit something like INR 2,750 crore to about INR 2,800 crore. ... We expect to continue to show robust growth, anything between 60%-70% for the next year also versus this year.

Kunal Dhamesha · Macquarie

partial

Healthcare services revenue growth guidance for FY24 and next year

So I think we are targeted to grow at 15%. ... So leaving out holidays, I think we are confident of achieving at least 14% growth for the healthcare services.

Bino Pathiparampil · Elara Capital

direct

Pharmacy business margin improvement excluding 24/7 cost

Well, I think we have last year, we have informed you that we are interested in the infrastructure required to create online services, and the costs were a little high. As business matures, we have planned those controls, and then you can see that improvement in the margin.

Neha Manpuria · Bank of America

direct

Reason for delay in commissioning of Pune hospital expansion

So the current hospital project, we have 220 beds, but we have the capacity to add another 200 beds. So we are building the superstructure so that we can gradually add 100 beds every year post this year.

Neha Manpuria · Bank of America

direct

Break-even for 24/7 achievable with existing services or need new ones

I think the first one, it has to be a mix of the new set of verticals also which provide you better margin. ... digital therapeutics, insurance, and app monetization, these are the three segments which would give you a better margin line.

Shyam Srinivasan · Goldman Sachs

partial

Slow growth in AHLL segments other than diagnostics, outlook for double-digit growth

We are confident that we should go back to double-digit growth starting the next financial year.

Shyam Srinivasan · Goldman Sachs

direct

GMV split for 24/7 platform in Q3

INR 658 crore of GMV for Q3 is about 50% on the pharmacy, about 35% is the IP/OP, which is the funnel to the hospitals, and the rest about 20% is towards the diagnostic and the consultation.

Nitin Agarwal · DAM Capital

partial

Offline pharmacy growth and profitability outlook for next couple of years

Our offline business has grown at 19.4%, and we continue to grow around 20%-22%. ... Profitability, we have improved a lot. It will improve further, but I can't guide you with the exact number.

Dheeresh Pathak · White Oak

direct

Clarification on omnichannel pharmacy revenue and 24/7 revenue split

We exclude the 24/7 revenue. ... Digital revenue is in the same slide, you can refer to digital revenue of INR 325 crore.

Kunal Dhamesha · Macquarie

direct

Impact of 100% cashless health insurance on hospital industry and Apollo

For us, I don't see any impact coming out of this, any negative impact coming out of this because all our insurance businesses are all cashless.