Apollo Hospitals Enterprise Limited has announced a conference call for analysts and investors to discuss its Q3 FY26 financial performance. The call is scheduled for Wednesday, February 11, 2026 at 2:00 PM IST, following the release of unaudited financial results for the quarter and nine months ended December 31, 2025.

Conference Call Details

The earnings call will feature comprehensive representation from Apollo Hospitals' senior leadership team. Key executives participating in the discussion include Mrs. Suneeta Reddy as Managing Director, Mr. A. Krishnan serving as Group CFO, and Dr. Madhu Sasidhar in his role as President & CEO of the Hospitals Division.

Executive Participation

The conference call will include participation from multiple business division leaders, ensuring comprehensive coverage of Apollo's diversified healthcare operations. Additional executives joining the call include:

• Mr. Madhivanan Balakrishnan - CEO of Apollo HealthCo Ltd.
• Mr. Sriram Iyer - CEO of AHLL
• Mr. Sanjiv Gupta - CFO of Apollo HealthCo Ltd.
• Mr. Obul Reddy - CFO of Pharmacy business

International Access Options

Apollo Hospitals has arranged multiple international dial-in numbers to accommodate global investors and analysts. The company provides toll-free access across key markets:

Registration and Documentation

Participants must complete pre-registration to access the conference call without operator assistance. The financial results and earnings presentation will be made available on the corporate website following the results announcement on February 10, 2026. Registered participants will receive dial-in numbers, passcode, and PIN details via email for seamless conference access.

Apollo Hospitals Enterprise Limited has received a credit rating reaffirmation from CRISIL Ratings, with the outlook revised to Positive from Stable while maintaining the AA+ rating. The rating agency has reaffirmed ratings on bank loan facilities worth Rs. 2800 crores and non-convertible debentures of Rs. 19 crores, with short-term ratings maintained at A1+.

Rating Action and Financial Facilities

CRISIL's rating action covers multiple financial instruments and facilities:

The rating reaffirmation reflects Apollo Hospitals' strong market position and improving financial metrics, with CRISIL highlighting the company's dominant presence in India's private healthcare sector.

Market Leadership and Operational Excellence

The positive outlook revision is driven by Apollo Hospitals' established market position as India's largest private healthcare provider. The company operates 51 hospitals with over 8,500 operational beds across India, maintaining its leadership through strong brand equity and superior service quality. CRISIL expects the company to further solidify its presence through ongoing expansion plans.

The rating agency noted Apollo Hospitals' diverse segmental and geographical presence, along with strong and improving operating efficiencies in the healthcare services business. The company's pharmacy distribution business has also shown better profitability, contributing to the overall positive assessment.

Financial Performance and Growth Projections

CRISIL projects consolidated revenues to grow 12-15% year-on-year to over Rs. 24,000 crores in fiscal 2026. This growth is expected to be driven by:

• Healthy growth in healthcare services segment
• Strong performance in back-end pharmacy business housed in Apollo Healthco Ltd
• Expansion in diagnostics and retail health businesses
• Steady occupancy levels and moderate increase in average revenue per operating bed (ARPOB)

Operating margins are expected to improve by approximately 100 basis points in fiscal 2026, supported by robust operating profitability in the healthcare business at 23-25% and better operating profits at Apollo Healthco Ltd.

Robust Financial Profile and Liquidity Position

Apollo Hospitals maintains a strong financial risk profile with robust liquidity. Key financial highlights include:

The company plans capital expenditure of Rs. 6000 crores towards addition of 3,600 census beds and a Proton cancer centre over the next 3-5 years, along with maintenance capex of Rs. 450-500 crores per annum. Despite sizeable capex plans, the financial profile is expected to remain robust backed by healthy annual cash accruals of over Rs. 2000 crores.

Strategic Corporate Restructuring

Apollo Hospitals has undertaken significant corporate restructuring initiatives. The company's board approved a composite scheme of arrangement involving the demerger of its telehealth business and pharmacy distribution operations. Post-restructuring, Apollo Hospitals will focus on healthcare services, diagnostics, and retail health businesses, while maintaining collaboration agreements with the demerged entities.

The company has also approved the acquisition of a 30.6% stake held by International Finance Corporation in Apollo Health and Lifestyle Limited for Rs. 1254 crores, which will increase Apollo Hospitals' ownership to 99.6% and enable enhanced management control.

Risk Factors and Outlook

While the rating reflects strong fundamentals, CRISIL noted exposure to regulatory risks and continuing losses at the Apollo 24*7 digital platform as partial offsets. The healthcare sector remains subject to government policy changes regarding price capping of medical procedures and devices.

The Positive outlook indicates potential for rating upgrades if the company sustains healthy revenue growth, maintains leverage below 1.5 times debt/EBITDA, and continues generating strong cash flows while managing its expansion plans effectively.

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