India, May 21 : Apollo Hospitals Enterprise Limited reported a strong consolidated performance for Q4 FY26 and FY26, supported by broad-based growth across healthcare services, diagnostics, and digital health segments.
Consolidated Financial Performance
AHEL reported consolidated revenue of ₹6,605 crore in Q4 FY26, an 18% year-on-year increase compared to ₹5,592 crore in Q4 FY25. For FY26, revenue stood at ₹25,229 crore, reflecting a 16% growth over FY25.
EBITDA for the quarter rose 31% year-on-year to ₹1,011 crore, with margins expanding to 15.30% compared to 13.77% in Q4 FY25. Full-year EBITDA increased 25% to ₹3,769 crore.
Profit After Tax (PAT) grew strongly by 36% to ₹529 crore in Q4 FY26, while FY26 PAT stood at ₹1,942 crore, marking a 34% year-on-year increase.
Healthcare Services (Hospitals) Segment
The healthcare services division reported Q4 FY26 revenue of ₹3,268 crore, an increase of 16% year-on-year.
EBITDA for the segment rose 14% to ₹781 crore, while occupancy stood at 68% during the quarter.
Key operating metrics showed strong improvement:
- Average Length of Stay (ALOS): 3.19 days
- Average Revenue Per Occupied Bed (ARPOB): ₹71,206, up 12% year-on-year
The company also commissioned four new hospitals (~855 census beds) during the period, with 185 beds already operational and the remaining capacity expected to come online over the next 12–18 months.
AHEL highlighted an overall expansion pipeline of 4,400 additional beds over the next five years, supported by a planned capex of ₹5,100 crore funded through internal accruals.
Diagnostics & Retail Health (AHLL)
Apollo Health and Lifestyle Limited (AHLL) reported Q4 FY26 revenue of ₹489 crore, up 24% year-on-year, driven primarily by diagnostics growth.
EBITDA rose sharply by 58% to ₹75 crore, with margins improving to 15.26%.
Specialty care revenue increased by 11%, while EBITDA surged 75% during the quarter. The Cradle segment recorded approximately 11% year-on-year revenue growth in FY26.
Digital Health & Pharmacy Distribution (HealthCo)
Apollo HealthCo reported Q4 FY26 revenue of ₹2,848 crore, reflecting a 20% year-on-year growth.
EBITDA (excluding 24/7 cost) increased 28% year-on-year to ₹251 crore, while adjusted EBITDA post costs stood at ₹156 crore, significantly higher than ₹36 crore in Q4 FY25.
Operational highlights included:
- Network expansion to 7,289 stores, with 176 net additions in Q4
- Total 663 store additions during FY26
- 26% growth in online pharmacy transactions
- Private label and generic sales contributing ~15.19% of FY26 revenue
- Continued progress in omni-channel and customer acquisition strategy
Outlook
AHEL’s performance reflects sustained momentum across its core healthcare services, diagnostics, and digital health businesses, supported by capacity expansion, operational efficiencies, and continued demand for integrated healthcare solutions.