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Jan 31 • 10 tweets • 2 min read
#ApolloHospitals partners with Amazon - Concall Highlights

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1. Apollo Pharmacies has signed an agreement with Amazon to list their pharmacy products on amazon.in
2. Apollo already has its own healthcare platform called Apollo 24/7 which offers secure on-line consults, consultation bookings and medicine orders from an Apollo Pharmacy close to their home for delivery at their doorstep in two hours.
Apollo 24/7 has over 30 million registered users.

3. Their omnichannel network generates over 200 million prescriptions annually. With Amazon’s partnership they intend to grow this by 50% over the next 2 years.
4. This is not just a seller arrangement with Amazon. It took 6 months of discussion to make this arrangement happen. It is a partnership between the best ecommerce player and the largest pharmacy chain in India.
5. Unlike Amazon who is focused on ecommerce in general, Apollo is mainly focused on healthcare which will benefit Amazon. Apollo will also benefit from Amazon’s large customer base.
They intend to do $1 Billion in sales with Amazon over the next 3 years.
6. Their current customer acquisition cost is at ₹150. This is a blended CAC as most channels have no cost.

7. This is more of a non-exclusive fulfillment arrangement. Apollo will not get access to customer data from Amazon.
8. They are looking to operationalize in 30 days. They will start with a pilot program and keep adding geographies over time.
9. There will be some cannibalization from Apollo 24/7 to Amazon.
Apollo is very good at intra-city delivery and Amazon is very good at inter-city delivery. They hope to leverage Amazon’s inter-city logistics infrastructure.
10. Apollo 24/7 currently offers 2 hours home delivery. Amazon will also be aiming to deliver in 2 hours or less.
11. Apollo 24/7 is currently serving 18,000 pin codes. Amazon has a stronger delivery infrastructure in the West. They are particularly strong in Mumbai which Apollo intends to leverage.

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