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Writing a thread on key learnings from Prabhudas Lilladher’s report on Healthcare sector covering the entire sector & key listed players.

The content of the same is as follows:
-Overview of Healthcare Industry
-Investment rationale
-Key sectoral risks
-Company Analysis

#Pharma
Overview:
India's healthcare industry has shown remarkable growth in the recent past and the momentum will certainly continue in FY23 with improvement in occupancy, better case mix and sustainability of current ARPOB.

#Pharma #Healthcare #Investment
Beyond FY23, we believe hospital companies will be more focused on growth as they are
- adding new capacities largely through brownfield expansion for faster operationalization of beds & lower startup costs
- scaling up other ancillary businesses to tap further opportunities.
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