ASTERDM NSE filing

Aster DM Healthcare Reports Strong Q2 FY26 Results, Revenue up 10% YoY, Operating EBITDA up 13% YoY

The RealCase readHigh impact Positive

Aster DM Healthcare reported strong Q2 FY26 results with 10% YoY revenue growth and 13% YoY operating EBITDA growth. The Kerala cluster showed a significant turnaround, and progress continues on the Quality Care India merger.

Why it matters

The announcement covers significant quarterly financial results, including strong growth metrics and margin improvements. Additionally, it provides a crucial update on the ongoing merger with Quality Care India Ltd., outlining key milestones achieved and the expected completion timeline, which has a high strategic impact on the company's future.

The market read

The company reported strong financial performance with double-digit growth in revenue and operating EBITDA, margin expansion, and a significant turnaround in the Kerala cluster. Progress on the merger and operational expansion further contribute to a positive outlook.

* Aster DM Healthcare reported steady Q2 FY26 and H1 FY26 performance, with Q2 FY26 revenues growing 10% YoY and 11% QoQ to ₹1,197 crore. * Operating EBITDA for Q2 FY26 increased 13% YoY and 22% QoQ to ₹263 crore, with margins at 22.0% (vs 21.4% in Q2 FY25). * Normalised PAT (Post NCI) grew 14% YoY and 23% QoQ to ₹110 crore in Q2 FY26. * Dr. Azad Moopen, Founder and Chairman, highlighted an underlying revenue growth of 13% despite seasonal illness and a strong turnaround in the Kerala cluster, which delivered its highest-ever quarterly revenue of ₹620 crore. * The recently operationalized 264-bedded Aster MIMS Kasaragod commenced operations on October 2, 2025, strengthening the company's presence in northern Kerala. * India Performance Highlights: * ARPP IP rose 10% YoY to ₹1,18,552 in Q2 FY26. * Total patient volume grew 15% QoQ, with IP volume up 12% QoQ and OP volume up 15% QoQ. * Occupancy grew to 64% in Q2 FY26 from 59% in Q1 FY26. * Significant growth in MVT (Medical Value Travel) revenue by 26% YoY (60% QoQ). * Healthy growth in Oncology revenue by 26% YoY, contributing 11% in Q2 FY26. * Cluster-wise Performance: * Kerala occupancy at 69%, with total patient volume increasing 17% QoQ and revenue growth of 12% QoQ. * Andhra & Telangana revenue grew 14% QoQ. * Kerala Cluster Operating EBITDA grew 19% YoY, with margins expanding to 26.8%. * Andhra & Telangana cluster Operating EBITDA margin grew to 13.2% from 7.9% QoQ. * Aster Labs revenue grew 15% YoY, and Operating EBITDA grew 86% YoY, with margins improving to 17.8%. * Merger Update: The Company has completed the preferential allotment of ~3.6% stake to Blackstone and TPG. Stock exchange no-objection letters have been received, and the Company will now approach the National Company Law Tribunal (NCLT) for approval. The transaction is expected to be completed by Q1 FY27. * Quality Care India Ltd. (QCIL) posted strong Q2 FY26 performance, with revenue up 15% YoY to ₹1,193 crore and Operating EBITDA up 22% to ₹287 crore. * The combined proforma entity (Aster and QCIL) delivered Q2 FY26 revenue of ₹2,390 crore (up 13%) and Operating EBITDA of ₹550 crore (up 17%).

Filing to action

What to do with a filing like this

Aster DM Healthcare Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Aster DM Healthcare Limited. Read the original for the full detail.

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