Rajat Gupta Profile picture
Investor | Builder | Law
Aug 22, 2022 7 tweets 4 min read
Thread on Aster DM Healthcare:
#SpecialSituation #Brownfield #AssetLight

Special Thanks to:
@AdityaKhemka5 - for idea generation
@soicfinance - for teaching how to analyse the sector
@NeilBahal - for educating us on special situations 1st on the sector - Sector is shallow cyclical.
The hospital industry, like the hotel ind, is consolidating, and well-known brands are drawing more interest
According to estimates, this industry might offer 7.7 trillion dollars in opportunity in FY25, up from 4.5 trillion in FY22