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
83%
Numeric claims
9
Consistency
contradicted
Question ledger
Damayanti Kerai · HSBC
partialAs far as the QCommerce alignment is concerned, as of now, we do not have any plans of working with any of these. ... Apollo 24/7 has also launched a 19-minute proposition, which today contributes to almost 30% of our total GMV. ... we stick to a path of converting into a cash break-even between Q3 and Q4.
Damayanti Kerai · HSBC
partialOver the last two to three quarters, this particular trend essentially impacts us on the OTC products... We are watching the space very carefully. ... Our Bangalore numbers are holding up. ... At this point of time, the equations do not justify that.
Damayanti Kerai · HSBC
directIt'll probably be about 140 basis points estimate is what we see. And 80 basis points improvement will come from cost. The balance, 60 basis points, will come from improved revenues...
Neha Manpuria · Bank of America
directOn the first bit of it, the insurance business, we officially started from the 1st of April... our number compared to last quarter has already doubled. ... We are on course this quarter to move at around INR 6 crores -INR 7 crores at a top-line basis.
Neha Manpuria · Bank of America
directWe will not the first half. ... By the end of the year, yes. The fourth quarter, there will be significant bed addition.
Tushar Manudhane · Motilal Oswal
partialBy Q3, you will see us operationalizing Pune. You will see us operationalizing Kolkata, a defense colony, and the first Sarjapur acquisition...
Shyam Srinivasan · Goldman Sachs
directGoing forward, I think we have always said that we would like to look at it organically at a low-teens growth is what we would like to focus on, low to mid-teens on the organically itself, on the healthcare services.
Shyam Srinivasan · Goldman Sachs
partialWe have invested substantially in technology. ... Some of these are related to how we deploy our workforce and improve the productivity of the workforce. We are also being very careful with our expenses on materials cost...
Abdulkader Puranwala · ICICI Securities
directKeimed, you saw a slight dip in the margin for our EBITDA for the current fiscal year ... only because of the reason that one-time expenses related to the entire acquisition...
Harith Ahamed · Avendus
direct15 months. ... if you look at today, when we closed Q4 or the full FY 2025, we had 3.2%, and our guidance is 7% plus. ... If I remove these two things ... the new number that comes for the EBITDA percentage is 6.4%.
Nitin Agarwal · DAM Capital
directI strongly believe that while the expense for the whole year has been in the range of about INR 480 crore, current fiscal year, we should be seeing anything less than INR 400 crore or maybe INR 400-INR 425 crore. ... Currently, we are at roughly 37%. I think my estimate says that we should be able to hit closer to 45%-47%.
Madhav Marda · Fidelity International
directThis increase should happen in this year. ... One is the insurance, which is obviously a high-margin profile business. Secondly, we also started working with many pharma companies to get the app monetization done. ... Third, there is overall reduction in discounts...
