Aster DM Healthcare Limited — PPTs, 06-11-2025: Investor Presentation

Aster DM Healthcare's Q2FY26 showed robust combined performance, with revenue at INR 2,390 Cr (+13% YoY) and Operating EBITDA reaching INR 550 Cr (+17% YoY). Net Profit stood at INR 258 Cr (+22% YoY), with an overall Op EBITDA margin of 23.0%.

The Kerala cluster delivered its highest ever quarterly revenue, with strong growth in medical value travel and oncology. The Labs segment also demonstrated impressive growth. Average Revenue Per Inpatient (ARPP IP) for the combined entity grew 10% YoY to INR 1.25 lakh, reflecting an improved case mix.

The company is expanding its capacity by over 2,300 beds to reach 7,800+ in the coming years. Aster MIMS Kasargod (264 beds) commenced operations in October 2025, with Aster Whitefield and Aster Ramesh Ongole slated for H2 FY26. Advanced clinical technologies and digital initiatives, like the Aster Health App, are key focus areas.

The merger with Quality Care is on track, with regulatory approvals in place and the NCLT process underway, targeting Q1FY27 completion. This integration aims for a 10-15% EBITDA upside from synergies. ESG efforts include a new 8.5 MW solar park in Kasargod.