Apollo Hospitals Enterprise · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
88%
Numeric claims
4
Consistency
contradicted
Question ledger
Binay Singh · Morgan Stanley
partialwe are quite confident that we will get back into 30%. We say this because Bangladesh, at least 60%, has started coming back in October, and we believe that we will mitigate the impact of losing one territory.
Binay Singh · Morgan Stanley
directThis coming quarter, you would see us already started commissioning. We already soft commissioned the Defence Colony cancer hospital. We have also soft commissioned Pune. You will see that Pune and Defence Colony both will start. We will start reporting numbers from this quarter itself, which is Q3.
Damayanti Kerai · HSBC
directWe continue to believe that next year, overall EBITDA losses from these hospitals should be around the INR 150 crore number, which is what would be the EBITDA losses from these hospitals.
Damayanti Kerai · HSBC
partialThis would be, in a way, a new normal. As we get into the program of aligning between the three entities, KEIMED, Apollo Pharmacy, PD, we will see a little bit more of synergies coming through as both the teams will merge.
Tushar Manudhane · Motilal Oswal Financial Services
directYou have to look at the GMV from three perspectives. One, how is the pharmacy business growing? Within the pharmacy business itself, there were two levers. One, what we call as a platform revenue, which is primarily driven by Apollo 24/7, the app and the website, which has been growing at a very good pace of around 30% on a year-on-year basis.
Tushar Manudhane · Motilal Oswal Financial Services
directKarnataka region, there was a drop in the medical admission significantly in that region, particularly. If you look at the drop overall of the 6% that we reported in this region, there is a medical volume drop of 15%, while surgical volume went up by 2%, and cath also went up by 13%.
Harith Ahamed · Avendus Spark
directThis is only one-time. Integration and scheme-related expenses which got accounted in Q2. You would not see the same happening from next quarter onwards. As suggested earlier, also over a period of time, we're looking at 20 basis points-30 basis points over and above 3.1%.
Harith Ahamed · Avendus Spark
directIn terms of competition, clearly, the only one that has serious competition is diagnostics because Spectra, there is no competition. In Cradle, it is only where our Cradles are present. There is very little competition, except in Karnataka, where Cloudnine has a big market share.
Neha Manpuria · Bank of America
directI think over a three-year period, you will see that there is headroom for growth within the system. This should result in 13% growth in the existing beds and an additional 5% coming from new beds in the next 26 months.
Neha Manpuria · Bank of America
partialLet me not give the exact breakup, but typically, the pharmacy business constitutes the biggest chunk out of this. ... 55%-60% of the total pool comes from the pharmacy.
Shyam Srinivasan · Goldman Sachs
directSeventy is definitely a benchmark that we're looking at. ALOS has dropped by 7%. This is the use of new technology, whether it's cardiac where we have minimally invested, as well as robotics.
Kunal Dhamesha · Macquarie
directthere was a considerable amount of INR 67 crore spent on doctor hiring. ... It's a little of the cost coming ahead of the opening, which is why it seems it is at 24.6. It is flat. Going forward, we should see the benefits of all of this.
