Synopsis:- The company saw a notable institutional entry with a 1.09% stake acquired in December 2025. It operates 73 hospitals with over 10,200 beds, maintains 69% occupancy, and shows strong diversification across specialities and payor mix, reflecting scale, stability and long-term healthcare demand strength.
India’s hospital sector is booming, valued at around USD 122 billion in FY25 with revenues surging 11-12% amid strong demand. Bed occupancy holds steady at 61-64%, fueled by rising insurance penetration and lifestyle diseases, while ARPOB climbs to INR 38,000. The industry eyes 4,000+ new beds in FY25 to bridge supply gaps, backed by robust investments.
With a market capitalisation of Rs 1,04,473.93 crore, the shares of Apollo Hospitals Enterprise Ltd closed at Rs 7,266.00 per share, decreasing around 0.63 percent as compared to the previous closing price of Rs 7,312.30 apiece
Fresh Investment
In December 2025, Life Insurance Corporation of India made a fresh strategic entry by acquiring 1.57 lakh equity shares, translating to a 1.09% stake in the company. LIC’s participation often signals long-term confidence, given its disciplined investment approach. As of December 31, 2025, LIC publicly holds stakes in 110 listed companies, with an aggregate portfolio value exceeding Rs 6.25 lakh crore, underscoring its influence in Indian equity markets.
Financial & Other Highlights
The company delivered a strong Q2FY26 performance, with revenue rising 13% year-on-year to Rs 6,304 crore. Profitability improved at a faster pace, as net profit jumped 25% to Rs 494 crore. The healthy growth indicates better execution, operating leverage and improved margins compared to the same quarter last year.
On a year-on-year basis, Apollo Hospitals showed steady operating performance. Operating profit increased from Rs 816 crore in Q2FY25 to Rs 941 crore in Q2FY26, reflecting improved scale and efficiency. Operating margin remained stable at 15% in both periods, indicating consistent cost control even as the company expanded operations and patient volumes.
The inpatient revenue mix in H1FY26 shows strong diversification across specialities and payor sources. Cardiology leads with 19% of revenue, followed by oncology at 17% and neurology and orthopaedics at 10% each. On the payor side, insurance contributes 45%, self-pay 41%, while PSU, government and IPS together form a balanced institutional mix.
Apollo Hospitals operates India’s largest pan-India hospital network with 73 hospitals spread across major cities and regions. The group has a capacity of over 10,200 census beds and around 9,483 operational beds. In Q2 FY26, patient volumes remained healthy with over 1.6 lakh in-patients and occupancy levels of about 69%, highlighting strong demand and wide geographic reach.
Apollo Hospitals is India’s largest and most trusted private healthcare provider, offering comprehensive medical services across hospitals, clinics, pharmacies and diagnostics. With a strong pan-India presence, advanced clinical expertise and a focus on quality care, the group plays a key role in delivering accessible, world-class healthcare to millions of patients.
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