Madhivanan Balakrishnan
CEO, Apollo HealthCo
Notable Quotes
Our discount is stabilizing. Our average order value has gone up by almost INR 111 net of the GST, which has a positive impact on our unit economics.
All the three lines of businesses that I spoke about, pharmacy, diagnostics, and consult business, at a CM1 level, has turned positive, each one of them at an individual level.
Incremental players coming in with aggressive strategies, in my mind, will expand the digital market and give a greater amount of trials.
Our trajectory to continuously reduce costs at the same time increase our net revenue on the pharmacy business, which effectively drives the turnaround, is on course.
We will operate on both levels, but I would request all of you to bear with us for one more quarter.
We are reasonably confident that the GMV will come back, but on a more sustainable basis. Whether it's a 50% growth or not, we will sort of reserve comments, but from a profitability perspective, we will hold on to our EBITDA profitability that we are committed for.
We are reasonably confident that the combination of growth in a calibrated way, along with the break-even, goal that we have sort of given guidance to, we will stick to it.
Earnings Appearances
Apollo Hospitals Enterprise · Q3 FY26
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Apollo Hospitals Enterprise · Q2 FY26
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Apollohosp · Q1 FY26
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Apollohosp · Q4 FY25
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Apollohosp · Q3 FY25
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Apollohosp · Q2 FY25
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Apollohosp · Q1 FY25
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