• Quarterly financial performance: Healthcare services revenue grew 16% to Rs 3,268 crore with an EBITDA of Rs 781 crore, while Apollo HealthCo reported a 20% revenue rise to Rs 2,848 crore and an EBITDA of Rs 156 crore. Apollo Health and Lifestyle grew 24% to Rs 489 crore in revenue with an EBITDA of Rs 75 crore.
• Hospital expansion plans: Hospital growth was led by a 9% rise in ARPP to Rs 1,87,000 and 68% occupancy across the network. The company plans to operationalize 750 beds over the next eight months and add another 800 beds next year, targeting over 20% growth in the hospital business.
• HealthCo margin drivers: Profitability in Apollo HealthCo was anchored by offline pharmacy distribution delivering Rs 2,518 crore in revenue at a 7.7% margin, alongside narrowing digital losses and private-label sales reaching 15.29%.
• Diagnostics strategic growth: The company will deploy Rs 750 crore in cash proceeds from the Cloudnine transaction into expanding its diagnostics vertical. Diagnostics profitability recently improved by 52%, with management aiming to secure a top-three market position within three years.