|
04 Sep 2025 |
Apollo Hospitals
|
Consensus Share Price Target
|
7736.00 |
8570.10 |
- |
10.78 |
buy
|
|
|
|
|
14 Aug 2023
|
Apollo Hospitals
|
ICICI Securities Limited
|
7736.00
|
5000.00
|
4906.15
(57.68%)
|
Target met |
Hold
|
|
|
Contraction in margins of new hospitals (dip of 148bps QoQ) and losses of 24/7 division (INR 1.75bn) depressed Apollo Hospitals’ EBITDA in Q1FY24. It has reduced the discounts offered on online 24/7 platform to ~14% from 17-18% in Q4FY23 leading to 8% dip in losses QoQ (up 24% YoY) and this division may be EBITDA breakeven by Q4FY24.
|
|
12 Aug 2023
|
Apollo Hospitals
|
Prabhudas Lilladhar
|
7736.00
|
5800.00
|
4906.15
(57.68%)
|
Target met |
Buy
|
|
|
|
|
12 Aug 2023
|
Apollo Hospitals
|
Motilal Oswal
|
7736.00
|
5700.00
|
4906.15
(57.68%)
|
Target met |
Buy
|
|
|
|
|
06 Jun 2023
|
Apollo Hospitals
|
Geojit BNP Paribas
|
7736.00
|
5349.00
|
4940.10
(56.60%)
|
Target met |
Hold
|
|
|
|
|
01 Jun 2023
|
Apollo Hospitals
|
ICICI Securities Limited
|
7736.00
|
5000.00
|
4621.95
(67.38%)
|
Target met |
Accumulate
|
|
|
Apollo Hospitals Enterprise’s (AHEL) Q4FY23 performance was muted due to tepid performance in the hospital segment and losses of online pharmacy (Apollo 24x7). Hospital occupancy declined to 64% vs 65% in Q3FY23 while margins too dipped 30bps QoQ to 24.4% despite lower institutional patient admission.
|
|
01 Jun 2023
|
Apollo Hospitals
|
Prabhudas Lilladhar
|
7736.00
|
5300.00
|
4814.25
(60.69%)
|
Target met |
Buy
|
|
|
|
|
31 May 2023
|
Apollo Hospitals
|
ICICI Direct
|
7736.00
|
5440.00
|
4621.95
(67.38%)
|
Target met |
Buy
|
|
|
|
|
31 May 2023
|
Apollo Hospitals
|
SMC online
|
7736.00
|
|
4621.95
(67.38%)
|
|
Results Update
|
|
|
|
|
24 Apr 2023
|
Apollo Hospitals
|
Motilal Oswal
|
7736.00
|
5580.00
|
4399.05
(75.86%)
|
Target met |
Buy
|
|
|
|
|
17 Feb 2023
|
Apollo Hospitals
|
ICICI Securities Limited
|
7736.00
|
5052.00
|
4614.70
(67.64%)
|
Target met |
Accumulate
|
|
|
Apollo Hospitals Enterprise’s (AHEL) Q3FY23 performance was a miss vs our estimates. Revenue grew 17.2% YoY to Rs42.6bn led by strong growth in pharmacy business (I-Sec: Rs43.5bn). EBITDA margin was down 140bps QoQ at 11.9%, with higher spend on Apollo 24x7.
|