Apollo Hospitals Enterprise shares surged 4% on Thursday, hitting a fresh 52-week high of ₹8,386 on the National Stock Exchange. According to reports from Moneycontrol, the stock has gained for three consecutive sessions and is up over 4 percent during this period. The rally was driven by the company's impressive fourth-quarter results, which showed significant growth across key financial metrics backed by strong patient volumes and growth across hospitals, pharmacy, and digital health businesses. Despite broader market weakness, the healthcare sector continued to show resilience with seven stocks from the BSE 100 LargeCap TMC index touching their 52-week highs on Thursday.
For the January–March quarter, Apollo Hospitals reported a consolidated profit after tax (PAT) of ₹529 crore, representing a 35.6% increase from ₹390 crore in the same period last year. As reported by Moneycontrol, revenue from operations rose 18.1% to ₹6,606 crore in the fourth quarter, compared with ₹5,592.2 crore a year earlier. The company's EBITDA came in at ₹1,010 crore, up 31% year-on-year, demonstrating strong operational efficiency. High-complexity procedures in cardiac care, oncology, gastroenterology, and transplants drove the uptick in realisations.
According to the latest results, hospital occupancy stood at 68% for the quarter, up from 67% a year ago, indicating improved utilization of healthcare facilities. Average revenue per patient grew 9% year-on-year, reflecting better patient monetization and service quality. The healthcare services division posted 17.25% growth in revenue at ₹3,333.7 crore during the quarter, while the company's total expenses increased 15.33% to ₹5,938 crore in the March quarter, with total income, including other income, standing at ₹6,649.4 crore.
As reported by Moneycontrol, the company's board approved the merger of Apollo Hospitals North Limited, a wholly-owned subsidiary, with Apollo Hospitals Enterprise, subject to NCLT and regulatory approvals. In a separate transaction, Apollo Health and Lifestyle Limited will divest its fertility and specialty units to Kids Clinic India Limited (Cloudnine) at an enterprise value of around ₹1,550 crore, comprising ₹765 crore in cash and a 9.9% equity stake in Cloudnine. Apollo Cradle and Apollo Fertility will then combine with Cloudnine's maternity and fertility operations to create an integrated maternity and fertility care platform, with AHLL holding a 9.9% stake in the combined entity.
Beyond the results, the board announced a final dividend of ₹10 per share for FY26, with record date set for 14 August 2026 and payout expected on or before 10 September 2026, subject to shareholder approval at the AGM on 25 August 2026. According to Macquarie Group, the quarterly performance was a modest beat, with revenue, EBITDA and adjusted PAT coming in above estimates. The brokerage noted that EBITDA margin stood at 15.3%, higher than expected. Motilal Oswal Financial Services highlighted that Apollo HealthCo reported strong EBITDA growth, with margin expansion to 5.5% in the quarter. The company expects revenue growth in the mid-teens in FY27.
