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APOLLOHOSP - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.8

Last Updated Time : 04 May 26, 11:57 am

Fundamental Rating: 3.8

Stock Code APOLLOHOSP Market Cap 1,09,801 Cr. Current Price 7,636 ₹ High / Low 8,100 ₹
Stock P/E 75.6 Book Value 648 ₹ Dividend Yield 0.25 % ROCE 16.4 %
ROE 15.1 % Face Value 5.00 ₹ DMA 50 7,538 ₹ DMA 200 7,371 ₹
Chg in FII Hold -0.92 % Chg in DII Hold 1.26 % PAT Qtr 392 Cr. PAT Prev Qtr 420 Cr.
RSI 51.6 MACD 66.9 Volume 4,02,780 Avg Vol 1Wk 3,45,758
Low price 6,678 ₹ High price 8,100 ₹ PEG Ratio 3.19 Debt to equity 0.34
52w Index 67.4 % Qtr Profit Var 14.8 % EPS 100 ₹ Industry PE 47.1

📊 Financials: APOLLOHOSP shows solid fundamentals with ROE at 15.1% and ROCE at 16.4%, reflecting decent efficiency. Debt-to-equity ratio of 0.34 indicates manageable leverage. EPS of ₹100 supports strong earnings power, though quarterly PAT declined from ₹420 Cr. to ₹392 Cr. (-6.7%).

💹 Valuation: Current P/E of 75.6 is significantly above industry average (47.1), suggesting premium valuation. PEG ratio of 3.19 highlights expensive growth prospects. P/B ratio (~11.8) is stretched compared to book value ₹648, limiting intrinsic value comfort.

🏢 Business Model: APOLLOHOSP operates in healthcare services, benefiting from strong demand in hospitals, diagnostics, and wellness. Competitive advantage lies in brand leadership and diversified healthcare offerings. However, valuation premiums and moderate debt reduce margin of safety.

📈 Entry Zone: Ideal accumulation range is ₹7,300–7,500, near DMA 200 (₹7,371) and DMA 50 (₹7,538). Current price ₹7,636 is slightly above fair entry zone, making staggered buying advisable.

📌 Long-Term Holding: Suitable for long-term investors (3–5 years). Strong fundamentals and sector outlook support holding, with partial profit booking recommended near ₹8,000–8,100 resistance levels.


Positive

  • Strong ROE (15.1%) and ROCE (16.4%)
  • EPS of ₹100 reflects robust earnings power
  • DII holdings increased (+1.26%), showing domestic confidence
  • Quarterly profit variation (+14.8%) highlights momentum

Limitation

  • High P/E (75.6) vs industry average (47.1)
  • PEG ratio of 3.19 indicates expensive growth
  • Debt-to-equity ratio of 0.34 adds moderate leverage risk
  • Quarterly PAT decline from ₹420 Cr. to ₹392 Cr.

Company Negative News

  • FII holdings decreased (-0.92%), showing reduced foreign investor confidence

Company Positive News

  • Quarterly profit variation (+14.8%) supports earnings momentum
  • DII holdings increased (+1.26%), reflecting strong domestic support

Industry

  • Healthcare sector remains resilient with long-term demand drivers
  • Industry P/E at 47.1, lower than company’s valuation

Conclusion

APOLLOHOSP is a fundamentally strong healthcare stock with decent efficiency and robust earnings, but valuations are stretched. Entry is recommended near ₹7,300–7,500 for margin of safety. Long-term investors can hold for 3–5 years, with partial exits near ₹8,000–8,100 resistance unless profitability improves further.

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