Q1-FY26 · Madivan Balakrishnan
We are not going to be in this war for acquiring customers at any cost but build a much more stronger sustainable business.
Apollo Hospitals Enterprise · tone and specificity signals across the available quarters.
Language signals
We are not going to be in this war for acquiring customers at any cost but build a much more stronger sustainable business.
Our focus on specialties cardiac, oncology, neurosciences, gastro and orthopedics maintained a strong momentum growing revenues by 13%.
We are well on track to achieve break even in the digital business by the end of this fiscal.
We've been in maybe 100 hours of dialogue with the insurance companies and all of them were appreciative of the fact that you know they could deal with this level of price increases.
We would like to first sustain this margins. There are some cost some more cost takeouts which are possible but we would—the margins are something that we are happy with.
If you had to notice if you didn't have insurance you're already on a positive side. So that's one business which is pulling us down. So just to be on the safe side from a guidance perspective I would say by Q3 end.
We are quite confident that we will get back into 13% growth... Bangladesh at least 60% has started coming back in October.
Our internal target is to break even all of them in 12 months.
All three lines of businesses... at a CM1 level has turned positive.
We are pleased to report a strong performance during what is typically a seasonally weak quarter.
Our discount is stabilizing. Our average order value has gone up by almost 111 rupees net of the GST which has a positive impact on our unit economics.
We will continue to be able to maintain margins. We are carefully balancing the EBITDA deterioration in our new hospitals with how we are managing our existing hospitals.