hospital

GPT hospital wise performance

[Stock idea]: GPT Healthcare – PAT up 66%, but occupancy fell. Here’s why that’s okay (for now)

GPT Healthcare’s Q1 numbers looked excellent: revenue grew 18% and profit grew 66%. Network occupancy, however, fell from 53% to 45.5%, and ARPOB rose 9% without any tariff hike. Both of those facts matter for how you read the next quarter. Below are our notes from the presentation and the concall, organized so you can go into Q2 results knowing what to check, but before that: Spread the Word: If you think our stock recommendations could add value to your friends,…

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[Stock notes] – Mitsu Chem Plast…aiming for 20% + CAGR

Hello Sir, Hope you are doing well. Recently, I came across Mitsu Chem Plast Ltd. The company makes plastic industrial packaging products and hospital furniture parts. What I found interesting about the company is the way it has grown over the years – From Rs 60 crore sales in FY 13 to Rs 309 crore in FY 23 and similarly Rs 2 crore PAT in FY 13 to Rs 12 crore in FY 23. The last 4-5 quarters have been subdued for the company on account of fall in…

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Medical tourism…good for Hospital stocks in India

Hello Sir,Hope you are doing well.There are several hospital stocks listed in India, like – Kovai Medical, Apollo Hospitals, Narayana Hrudayalaya and a few more.Our team recently looked at some data with respect to Medical Tourism and would like to share with you details on the same.Before Covid-19 struck, Medical tourism was growing at a fast pace with India being a key beneficiary of the same. Now that things are back to normal, people are raring to travel, medical tourism…

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