Jefferies set INR 10,350 target for Apollo Hospitals stock

Published on 10/12/2026 at 09:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q1 FY27 revenue rose 20.60 percent to INR 7,043.50 crore. Apollo Hospitals stock had 12 Strong Buy ratings among 27 analysts on October 12, 2026.

Key points in brief

Jefferies set an INR 10,350 target for Apollo Hospitals on October 1, 2026.
Q1 FY27 operating income rose 20.60 percent year on year to INR 7,043.50 crore.
Apollo Hospitals traded at INR 8,045.50 on the NSE on October 12, 2026, with a market capitalization of INR 1.2 trillion.

Apollo Hospitals, INE437A01024, Illustration mit AI erstellt.

Jefferies set an INR 10,350 target for Apollo Hospitals stock on October 1, 2026, according to BusinessToday. The brokerage linked the target to Apollo Hospitals' integrated healthcare model while identifying regulatory pressure on hospital consumables and oncology drugs as a factor that could affect profitability.

Three milestones shape the story

On May 21, 2026, Motilal Oswal reported fourth-quarter fiscal 2026 revenue of INR 6,610 crore, up 18.10 percent year on year, while adjusted profit after tax rose 36.00 percent to INR 529 crore, according to DSIJ.

On August 14, 2026, an ICICI Securities update reported Q1 fiscal 2027 operating income of INR 7,043.50 crore, up 20.60 percent year on year. Adjusted profit after tax increased 38.40 percent to INR 610.40 crore, while the EBITDA margin expanded to 15.50 percent, according to DSIJ.

On October 1, 2026, Jefferies placed Apollo Hospitals at an INR 10,350 target after a sector correction. The brokerage also estimated that regulatory price caps could reduce hospital EBITDA by 2.00 percent to 5.00 percent under the scenarios it examined, making the target dependent on margin resilience and cost management.

What does the growth mean for margins?

The Q1 comparison shows the operating engine expanding faster than the reported cost base: revenue rose 20.60 percent, adjusted profit increased 38.40 percent and EBITDA grew 28.20 percent year on year. That combination matters because Apollo is simultaneously adding capacity and funding newer hospitals that carry startup losses.

The Q1 update cited INR 37.50 crore of losses from new hospitals and retained full-year guidance for INR 150.00 crore of new-unit losses. Apollo also planned more than 4,330 beds across India over four to five years, with spending above INR 11,150 crore, according to DSIJ.

Stock stays below the yearly high

Apollo Hospitals traded at INR 8,045.50 on the NSE on October 12, 2026, at 4:01 a.m. IST. The 52-week range was INR 6,696.50 to INR 9,070.50, and the market capitalization was INR 1.2 trillion on the same date. The price therefore stood below the reported yearly high while the operating figures continued to show double-digit growth.

The further course of trading is shown through the latest market information for Apollo Hospitals stock.