Archive · 27 Oct 2025
Hospital Chains Anticipate Steady Growth Despite Seasonal Dip
In the last three months of the year, hospitals in India are expected to keep growing, even though it's usually a slower time due to fewer infections.
Experts think they'll make 13-16% more money compared to last year.
This is because they're adding more beds, and seeing more patients.
Some hospitals might face challenges due to seasonal infections, especially in regions affected by floods.
Companies that provide medical tests are also expected to grow, around 15% due to more people needing tests.
Overall, the hospital and testing businesses are doing well and are expected to keep growing.
Indian hospital chains anticipate steady growth in Q2FY26 despite seasonal dips.
Brokerages forecast 13-16% y-o-y sales growth for hospitals.
New beds, ARPOB, and patient mix are expected to offset lower infection rates.
Diagnostics companies are projected to grow 15% y-o-y, driven by volumes.
Analysts are monitoring ARPOB growth and the impact of expansions.
- Who
- Indian hospital chains, brokerages, analysts
- What
- Expected performance of Indian hospital chains and diagnostics companies in Q2FY26.
- When
- Second quarter ending September 30, 2025 (FY26)
- Where
- India
- Why
- Due to new beds, better patient mix and steady average revenue per occupied bed.
- Focus
- Indian hospital chain performance in Q2FY26
- Sales Growth Forecast
- 13-16% year-on-year (y-o-y)
- Ebitda Growth Forecast
- 13% y-o-y
- Factors Influencing Growth
- New beds, patient mix, and ARPOB
- Key Players Mentioned
- Apollo, Aster DM, Max Healthcare, Medanta, KIMS, Dr Lal Path Labs, Metropolis Healthcare
- Diagnostics Growth Forecast
- 15% y-o-y
