Healthcare Q2 Results Preview - Seasonality To Boost Volumes: ICICI Securities

ICICI Securities Report

Hospitals across our coverage universe are likely to report a steady quarter as seasonality will likely boost occupancy while higher surgical revenue and payor mix will likely drive average revenue per occupied bed growth.

Coverage hospitals are likely to report revenue/Ebitda/profit after tax growth of 14.7%/21.4%/33.1% YoY in Q2 FY25E. Apollo, Jupiter and HCG could report a 200–400 bps YoY rise in occupancy while ARPOB potentially surges 4–11% YoY.

Diagnostic companies under coverage are likely to showcase growth of 15%/16.4%/19.4% YoY in revenue/Ebitda/PAT backed by volume growth of 10–15%.

Our top picks in healthcare services are Jupiter Hospitals and Metropolis.

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