Developing public pool of sector deep dives to help India invest
YT - https://t.co/RfUodQVJ4L
Ex-Premji Invest, Jefferies, I-Sec
Dec 21, 2022 • 9 tweets • 3 min read
India #Diagnostics Industry - Overview
(incl Dr.Lal, Metropolis, Vijaya) (Thread)
1) Market Size
- Diagnostics forms ~10% of healthcare spend
- Industry size is ~Rs 90k crore (60% pathology, 40% radiology)
- 37% hospital labs, 46% standalone labs (unorg), 17% diagnostic chains 2) Classification of business
- Basis type of test - Routine (Urine test, Lipid profile), Semi-Specialized test (Vitamin tests, Thyroid test), Specialized test (Cancer test, genomics)
-Basis customer profile - B2C (Patients at center, home colln), B2B (govt, small hospital)