AI-generated · cited to primary sources · not investment advice
Apollo Hospitals (508869) Aug 2025 Filing Analysis
How durable is the business?
Healthcare Services revenue grew 11% YoY, though slightly slower than the previous 14% growth rate. Occupancy dipped to 65% from 68% in the prior year, partly due to a 1.5% revenue impact from fewer patients from Bangladesh. (1 expanding)
“Healthcare Services Revenue grew by 11% in Q1FY26 (Inpatient Volume grew by 3% ; Price of and case mix of 8%)”
See the full cited Business Model analysis of Apollo Hospitals
What could break the thesis?
The risk is intensifying as occupancy rates fell further to 65% in Q1FY26 from 68% in Q1FY25. (3 intensifying, 1 stable)
“Occupancy Q1FY26 65% Q1FY25 68%”
See the full cited Risk analysis of Apollo Hospitals
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