Rainbow Children’s Medicare Ltd (RCML) is a leading multi-specialty pediatric, obstetrics & gynecology hospital and had the highest number of hospital beds amongst players in the maternity and pediatric healthcare delivery sector, as of Mar 31, 2021 in India?
1)The co. has 14 hospitals and 3 clinics operating in 6 cities, with a total bed capacity of 1,500 beds, as of Sept 30, 2021.
2)Their core specialties are pediatrics, which includes newborn and pediatric intensive care, pediatric multi-specialty services, pediatric quaternary care (including multi organ transplants); and obstetrics and gynecology, which includes normal and complex obstetric care.
3)RCML follows a hub-and-spoke model in Hyderabad, with their Banjara Hills hospital (comprising 250 beds) being the hub and 4 spokes at 4 locations in Hyderabad, namely Secunderabad, LB Nagar, Kondapur and Hydernagar.
4)They follow a doctor engagement model whereby most of their core specialists work exclusively at their hospitals on a full-time retainer basis. This model ensures that most of their core specialists are available 24/7 on a roster basis at their hospitals.
5) Revenue mix by business verticals:
6)Biggest Differentiator from adult hospital: A children’s hospital requires focus on psychological and emotional care, which is different from adult hospitals, and RCML keeps this understanding at the forefront while treating children.
7)RCML has built a comprehensive pediatric critical care program and have consistently allocated approximately onethird of their operational beds at all their hospitals to critical care.
8) Future Outlook:
RCML has great opportunity to expand their quaternary care operations. At their hub at Banjara Hills in Hyderabad, they commenced providing pediatric quaternary care services in 2019.
9)They plan to build similar capabilities in their hospitals in Bengaluru, Karnataka, Chennai, Tamil Nadu and New Delhi- NCR. Rainbow Children’s Heart Institute is a 110-bed standalone pediatric cardiac center that treats children’s cardiac problems.
10)They also plan to develop similar cardiac capabilities in Bengaluru, Chennai and New Delhi by hiring reputed, experienced and skilled cardiac specialists in these cities.
11)They also plan to invest in specialized medical infrastructure such as cath labs, pediatric cardiac OT and echocardiogram machines, which will enhance their capabilities in treating cardiac patients.
12)They intend to increase the scope of the neonatal and advanced pediatric education (“NAPE”) program across all their network hospitals, with a view to gaining further referrals.
13)Industry Overview:
14)They constantly strive to increase the capacity utilization at all their hospitals by increasing their day care admissions. They also plan to further reduce the length of hospital stays as their surgical work is trending towards minimally invasive surgeries.
#Didyouknow
Magma Housing Fiannce Ltd (MHF) is a national scale affordable housing financing company with a presence across 16 states?
The company enetered in to General Insurance business through Magma HDI General Insurance Company, a joint venture with HDI
Global SE.
1)The HDI Global SE brand, is a part of Hannover based Talanx group, the 3rd largest German insurance Group operating in around 150 countries in the world.
2)In 2012-13, Magma launched loans for Mortgaged Finance following the acquisition of the mortgage business of GE India.
#Didyouknow
Gujarat Pipavav is a South-West Gujarat based port with an MNC
promoter (APM Terminals–Maersk Group)?
It lies at a strategic international maritime location, which connects India with the Far East on the one side and MiddleEast, Africa, Europe & US on the other. #GPPL
1)GPPL’s revenues has experienced subdued growth of 4.2% CAGR to Rs.734 cr over FY18-21 due to the pandemic, driven by:
• Container cargo revenues degrowing at 3.4% CAGR to Rs.392 cr (17.1% volume CAGR to 748 mn TEU),
2)• Liquid cargo revenues degrowing at 2.4% CAGR to Rs.85 cr (12.3% volume CAGR decline to 0.7 mn MT), and
• Dry bulk cargo revenues growing at 24.2% CAGR to Rs.165 cr (19.9% volume CAGR to 3.1 mn MT).
S Chand & Co is the leading K-12 education content company in terms of revenue from operations in Fiscal 2016, with a strong presence in the CBSE/ICSE affiliated schools and increasing presence in the state board affiliated schools across India?
1)The co. offers 55 consumer brands across knowledge products and services including S. Chand, Vikas, Madhubun, Saraswati, Destination Success and Ignitor.
2)Revenue can be estimated to be around Rs5bn in FY22 aided by price hike of ~5-10%. After having managed a successful turnaround in FY21, NCF implementation remains a key factor to monitor (announcement expected in FY23) as it would set the growth trajectory for next 2-3 years.
Gokaldas Exports Ltd. is one of the largest manufacturer and exporter of apparels in India with an annual turnover of US$200 Million?
It is the one-stop shop for the world’s most acclaimed brands.
(Thread) #gokaldas#textile#gokex
1) GEXP is maintaining a healthy order book for FY22. The US continues to be its largest market where monthly apparel retail sales for CYTD 2021 is 6 % higher than pre-covid 2019 level and Online sales of clothing and accessories for the period is higher by 41%.
2)The resurgence of the pandemic in China, Vietnam and EU impose additional constraints on global supply chain and presents an opportunity for India.
Steel Authority of India (SAIL) is the largest steel-making company in India and one of the seven Maharatna’s of the country’s Central Public Sector Enterprises?
The co. has posted excellent Q2 FY22 figures, follow a thread on the same. #sail#fundamentalanalysis
1)Global Steel Scenario
Global steel demand is expected to increase by 4.5% in 2021 and 2.2% in 2022. China is set to see a negative growth in 2021
at -1% and no growth/deceleration in 2022.
The global growth rate excluding China is expected to be 11.5% in 2021 and 4.7% in 2022.
2)In the Emerging and Developing Economies excluding China, steel demand is expected to grow by 11% in 2021 and 5% in 2022. The developed economies are expected to see
growth in steel consumption at 12.2% in 2021
and 4.3% in 2022.
(Short Range Outlook Oct'21)
Nazara Technologies is a leading mobile game co. in India?
The co. offers a range of diversified gaming products across eSports, and gamified learning ecosystem across India, Africa, South East Asia, Middle East & Latin America.
1)The gaming industry in India is currently valued at $ 1.5 bn
and is expected to grow at a CAGR of 31% to US$ 3.5 bn by 2023. Covid 19 outbreak had brought physical games to a standstill. In such a scenario, the rising millennials and Gen Z population brought online gaming.
2)Indian gaming industry is projected to grow over 31.7% YoY due to the growth of digital infrastructure and significant rise in quality and engaging of gaming content.
By 2024, the gaming industry in India is set to be valued at $ 3,544 mn.