{"id":411048,"date":"2026-05-04T09:16:07","date_gmt":"2026-05-04T09:16:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/411048\/"},"modified":"2026-05-04T09:16:07","modified_gmt":"2026-05-04T09:16:07","slug":"heres-why-these-two-healthcare-stocks-are-surging-up-to-18-on-monday","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/411048\/","title":{"rendered":"Here’s why these two healthcare stocks are surging up to 18% on Monday"},"content":{"rendered":"

Shares of Dr Lal PathLabs<\/a> and Aster DM Healthcare<\/a> are trading higher by up to 18% on Monday, May 4, following their March quarter earnings and positive brokerage commentary.<\/p>\n

Dr Lal PathLabs reported steady revenue growth in Q4FY26, with topline rising 6.5% QoQ and 17% YoY to \u20b9702.7 crore. Net profit increased 44.6% sequentially to \u20b9132.2 crore, though it declined 15% YoY due to a higher base.<\/p>\n

\nFor FY27, the company has guided for revenue growth of 13-15% and EBITDA margins in the 27-28% range. Management expects patient volume growth to accelerate, driven by network expansion, scaling up of preventive healthcare offerings, and a higher share of bundled packages.
Morgan Stanley has an ‘overweight’ rating on the stock with a target price of \u20b91,819, citing revenue growth ahead of estimates and strong performance in the core Delhi-NCR market.<\/p>\n

The brokerage said that an improving service levels, faster turnaround times, and portfolio expansion as key drivers. The B2C segment continues to dominate, contributing 75% of revenue, with a rising share of preventive testing.<\/p>\n

Nomura has a \u2018buy\u2019 rating with a target price of \u20b91,860, stating that growth momentum is picking up and valuations remain attractive, supported by strong volume growth and a robust balance sheet that enables acquisitions.<\/p>\n

Goldman Sachs, however, maintains a \u2018sell\u2019 rating with a target price of \u20b91,300, citing margin pressures and continued reinvestment needs despite strong volume-led growth.<\/p>\n

Management indicated that growth in the coming year will be volume-driven, with no immediate plans for price hikes.<\/p>\n

Meanwhile, Aster DM Healthcare reported a strong quarter, with normalised net profit rising 45% YoY to \u20b9153 crore. Revenue grew 18% to \u20b91,182 crore, supported by higher patient volumes across inpatient and outpatient segments.<\/p>\n

Operating EBITDA, excluding the Kasargod facility, increased 31% YoY to \u20b9253 crore, with margins expanding to 21.7% from 19.3% a year ago, aided by operating leverage and disciplined cost control.<\/p>\n

HSBC has a \u2018buy\u2019 rating on the stock with a target price of \u20b9785, highlighting improved case mix across hospital clusters as a key growth driver.<\/p>\n

The brokerage added that future growth will depend on talent retention and execution of new capacities, while the proposed Aster-QCIL merger is expected to be completed in Q1FY27.<\/p>\n","protected":false},"excerpt":{"rendered":"Shares of Dr Lal PathLabs and Aster DM Healthcare are trading higher by up to 18% on Monday,…\n","protected":false},"author":2,"featured_media":411049,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[48682,211469,211465,211462,211468,211475,211472,134,527,211474,211463,211466,211473,211470,111,139,211471,69,121787,211467,33059,51934,211464,1405],"class_list":["post-411048","post","type-post","status-publish","format-standard","has-post-thumbnail","category-healthcare","tag-aster-dm-healthcare","tag-brokerage-ratings","tag-diagnostics-sector","tag-dr-lal-pathlabs","tag-ebitda-margins","tag-fy27-guidance","tag-goldman-sachs-sell","tag-health","tag-healthcare","tag-healthcare-demand","tag-healthcare-stocks-india","tag-hospital-stocks","tag-hsbc-buy","tag-morgan-stanley-overweight","tag-new-zealand","tag-newzealand","tag-nomura-buy","tag-nz","tag-operating-leverage","tag-patient-volume-growth","tag-preventive-healthcare","tag-profit-growth","tag-q4fy26-earnings","tag-revenue-growth"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/411048","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=411048"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/411048\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/411049"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=411048"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=411048"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=411048"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}