Latest news with #AsterDMHealthcareLtd
Yahoo
22-05-2025
- Business
- Yahoo
Aster DM Healthcare Ltd (BOM:540975) Q4 2025 Earnings Call Highlights: Strong Revenue Growth ...
Release Date: May 21, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Aster DM Healthcare Ltd (BOM:540975) reported a 12% revenue growth, reaching INR 4,138 crores for the full year FY25. Operating EBITDA grew by 30%, with margins expanding to 19.5% from 16.8% the previous year. The company successfully reduced material costs to 20.9% of revenue, reflecting stronger procurement and pricing controls. Aster DM Healthcare Ltd (BOM:540975) achieved a 49% increase in normalized PAT, excluding exceptional items. The merger with Quality Care India Limited is expected to create one of India's top three hospital networks, enhancing operational synergies and financial resilience. The Kerala cluster faced challenges due to management changes and the impact of Ramadan, affecting revenue and occupancy rates. There was a 6% decline in inpatient volumes in Kerala, partly due to reduced medical tourism. The Hyderabad cluster underperformed within the Care hospital chain, requiring significant leadership and operational changes. The company experienced delays in several brownfield expansion projects, impacting timelines. Aster DM Healthcare Ltd (BOM:540975) faced challenges in maintaining occupancy rates in certain clusters, affecting overall performance. Warning! GuruFocus has detected 6 Warning Sign with BOM:540975. Q: What is the expectation for the Kerala cluster's performance, considering the recent management changes and occupancy issues? A: Alicia Mooppan, Deputy Managing Director, explained that the Kerala cluster faced challenges due to management changes and the impact of Ramadan, which affected local business and medical tourism. The new leadership team is in place, and they expect improvements in the next quarter or two. The issues are seen as temporary, and the team is confident about returning to growth soon. Q: What steps have been taken to improve the underperforming Hyderabad cluster within the Care Hospital chain? A: Varun Kanna, Group MD of Quality Care, stated that significant efforts have been made, including leadership changes, clinical recruitment, and operational efficiency improvements. The Banjara facility has been renovated, and these initiatives are expected to lead to a significant turnaround in the Hyderabad cluster's performance. Q: How is Aster DM Healthcare planning to expand its Medical Value Travel (MVT) segment, given the challenges in traditional markets like Maldives? A: Alicia Mooppan, Deputy Managing Director, mentioned that the focus is on opening new markets and strengthening the MVT team. They are looking at African countries and Iraq as potential markets and are working on a structured approach to diversify the MVT patient portfolio. Q: What is the strategic outlook for Aster DM Healthcare's clusters in Kerala, Andhra, and Karnataka for FY26? A: Ramesh Kumar, COO, outlined that in Karnataka and Maharashtra, they are focusing on growth through bed additions and specialty expansions. In Kerala, the focus is on leadership strengthening and specialty growth, particularly in oncology. In Andhra, they are expanding specialties like oncology and cardiology and adding more clinicians to drive growth. Q: What are the expected synergies from the merger with Quality Care India Limited (QCIL), and how will they impact financial performance? A: Varun Kanna, Group MD of Quality Care, highlighted that synergies are expected primarily from procurement, repair and maintenance contracts, and food and beverage operations. These synergies are anticipated to contribute significantly to EBITDA improvements, with a run rate of INR 20 crore expected in Q4 FY25. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Time of India
21-05-2025
- Business
- Time of India
Aster DM Healthcare posts net profit of Rs 85.54 cr in Q4
Aster DM Healthcare Ltd on Tuesday reported a consolidated net profit of Rs 85.54 crore in the fourth quarter ended March 31, 2025. The company had posted a consolidated net loss of Rs 2.17 crore in the corresponding quarter of the previous fiscal, Aster DM Healthcare said in a regulatory filing. Consolidated revenue from operations in the fourth quarter stood at Rs 1,000.34 crore. It was at Rs 973.59 crore in the same period a year ago, it added. Total expenses in the quarter under review were at Rs 904.65 crore against Rs 902.49 crore in the year-ago period. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Upto 15% Discount for Salaried Individuals ICICI Pru Life Insurance Plan Get Quote Undo In FY25 consolidated net profit was at Rs 5,407.89 crore. The group announced the completion of the separation of its Gulf Cooperation Council (GCC) business on April 3, 2024. It recorded a gain on disposal of business operations of Rs 5,148.09 crore. Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 1x Playback Rate Chapters Chapters Descriptions descriptions off , selected Captions captions settings , opens captions settings dialog captions off , selected Audio Track default , selected Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Text Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Transparent Caption Area Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Drop shadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. In FY24, consolidated net profit was at Rs 211.56 crore, the filing said. Consolidated revenue from operations in FY25 was at Rs 4,138.46 crore. FY24 consolidated revenue from operations was at Rs 3,698.9 crore. Live Events "For FY25, Aster recorded a YoY growth of 12 per cent, with revenues reaching Rs 4,138 crore. This performance was supported by a steady increase in patient volumes, higher ARPOB ( average revenue per occupied bed ), and improved average length of stay (ALOS)," Aster DM Healthcare, Founder and Chairman Azad Moopen said in a statement. He further said, "Our continued focus on operational efficiency and cost optimisation has contributed to an improvement in EBITDA margin by 270 bps taking the EBITDA margin to 19.5 per cent for the year."
