Apollo Hospitals Enterprise Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Apollo Hospitals Enterprise Limited (NSE:APOLLOHOSP) released its quarterly result to the market. The early response was not positive, with shares down 8.2% to ₹6,375 in the past week. The result was positive overall - although revenues of ₹55b were in line with what the analysts predicted, Apollo Hospitals Enterprise surprised by delivering a statutory profit of ₹25.89 per share, modestly greater than expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

See our latest analysis for Apollo Hospitals Enterprise

Taking into account the latest results, the current consensus from Apollo Hospitals Enterprise's 28 analysts is for revenues of ₹255.7b in 2026. This would reflect a substantial 21% increase on its revenue over the past 12 months. Per-share earnings are expected to surge 47% to ₹134. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹258.0b and earnings per share (EPS) of ₹135 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

The analysts reconfirmed their price target of ₹7,884, showing that the business is executing well and in line with expectations. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Apollo Hospitals Enterprise at ₹9,036 per share, while the most bearish prices it at ₹5,700. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Apollo Hospitals Enterprise's past performance and to peers in the same industry. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 16% growth on an annualised basis. That is in line with its 15% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 19% annually. It's clear that while Apollo Hospitals Enterprise's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at ₹7,884, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Apollo Hospitals Enterprise going out to 2027, and you can see them free on our platform here.

And what about risks? Every company has them, and we've spotted 1 warning sign for Apollo Hospitals Enterprise you should know about.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.