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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
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
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.
- adding new capacities largely through brownfield expansion for faster operationalization of beds & lower startup costs
- scaling up other ancillary businesses to tap further opportunities.
