Archive · 23 Jan 2026
Apollo Hospitals and APL Apollo Show Growth
Apollo Hospitals and APL Apollo Tubes Ltd are both growing and expanding their businesses.
Apollo Hospitals is focusing on special medical areas like heart and cancer treatments, and has added many new doctors.
They expect their stock to go up by 32% in the next year.
APL Apollo had a great quarter with lots of sales and plans to make even more products in the future.
However, some people think APL Apollo's stock is too expensive.
Both companies are doing well, but investors have different opinions about their stock prices.
Motilal Oswal maintains a 'Buy' rating on Apollo Hospitals with a target price of Rs 9,015, expecting 32% stock growth in 12 months.
Apollo Hospitals is expanding healthcare services through hospitals, pharmacies, diagnostics, and speciality clinics, with a focus on cardiology, oncology, neuroscience, gastro, and orthopaedics.
APL Apollo Tubes Ltd reported an 11% year-on-year volume growth in Q3FY26, the highest quarterly volume ever, driven by Apollo Z products.
APL Apollo raised its Q4FY26 volume growth guidance to 20% and expects 20% volume growth in FY27, supported by expansion into new geographies and a dual-brand strategy.
APL Apollo's stock is considered expensive with a high price-to-earnings multiple of 38 times, despite its strong market position and aggressive expansion plans.
- Who
- Apollo Hospitals, APL Apollo Tubes Ltd, Motilal Oswal, Antique Stock Broking Ltd, Systematix Shares and Stocks (India)
- What
- Apollo Hospitals and APL Apollo Tubes Ltd show growth and expansion plans, with varying stock valuations and market positions.
- When
- Expected growth over the next 12 months and FY25-28 (Apollo Hospitals), Q3FY26 and Q4FY26 (APL Apollo)
- Where
- India (Apollo Hospitals), India (APL Apollo)
- Why
- To drive profitable revenue growth through speciality services and expansion (Apollo Hospitals), to gain market share and improve earnings (APL Apollo)
Optimistic View
Cautious View
Stock Valuation
Optimistic View
Motilal Oswal sees significant growth potential in Apollo Hospitals' stock, targeting a 32% increase in 12 months.
Cautious View
APL Apollo's stock is considered expensive with a high price-to-earnings multiple of 38 times, despite its strong market position.
- Company
- Apollo Hospitals, APL Apollo Tubes Ltd
- Brokerage
- Motilal Oswal, Antique Stock Broking Ltd, Systematix Shares and Stocks (India)
- Rating
- Buy (Apollo Hospitals)
- Target Price
- Rs 9,015 (Apollo Hospitals)
- Expected Stock Growth
- 32% in 12 months (Apollo Hospitals)
- Revenue CAGR (FY25-28)
- 14% (Apollo Hospitals)
- EBITDA CAGR (FY25-28)
- 17% (Apollo Hospitals)
- Net Profit CAGR (FY25-28)
- 24% (Apollo Hospitals)
- CONGO Focus Areas
- Cardiology, Oncology, Neuroscience, Gastro, Orthopaedics (Apollo Hospitals)
- Doctors Onboarded
- 180 in the last 3 years (Apollo Hospitals)
- Share Price Change (5 days)
- -6% (Apollo Hospitals)
- Share Price Change (1 month)
- -3% (Apollo Hospitals)
- Share Price Change (6 months)
- -5.8% (Apollo Hospitals)
- Share Price Change (1 year)
- Little changed (Apollo Hospitals)
- Q3FY26 Volume Growth
- 11% year-on-year (APL Apollo)
- Q4FY26 Volume Growth Guidance
- 20% (APL Apollo)
- FY27 Volume Growth Expectation
- 20% (APL Apollo)
- Q3FY26 Ebitda
- ₹472 crore, 37% year-on-year (APL Apollo)
- Q3FY26 Ebitda per tonne
- ₹5,146 (APL Apollo)
- Operating Margin
- 8% in Q3FY26 (APL Apollo)
- FY26 Ebitda per tonne Guidance
- ₹5,500 (APL Apollo)
- Market Share
- 55% in structural steel tubes segment (APL Apollo)
- Installed Capacity
- 5 million tonnes, aiming to double by FY30 (APL Apollo)
- Stock Performance (1 year)
- 30% gain (APL Apollo)
- Price-to-Earnings Multiple
- 38 times (APL Apollo)
