DBT: A re-rating card for fertilisers
Structural changes that have been taking place in India have made 2018 and its preceding years stand out. At the heart of these changes have [...]
Participants in the business of diagnosis
Business of scale; volumes play a dominant role Improving awareness for healthcare, changing doctors’ practice – towards prescribing based on evidence of diagnostic tests – [...]
Marketing gimmick in tests
Esoteric tests are low-volume, but command better margin Even as there is limited awareness about overall healthcare or diagnostic tests in India, claims by various [...]
Role of PE in diagnostics
PE investments in diagnostics – Just a valuation game, or will it lead to self-actualisation? In spite of visibly higher demand for healthcare services (including [...]
Interview: Ms Ameera Shah, Promoter and MD, Metropolis Healthcare
Metropolis is a Mumbai-based multinational chain of pathology centres. It is one of the leading pathology labs in India, delivering over 30mn tests a year, [...]
Conclusion
Diagnostics is a superior investment vs. hospitals, but size is limited Although the Indian healthcare services industry, particularly hospitals, has come a long way (by [...]
Interview: Nitin Sood – CFO, PVR Ltd
Q – We have seen that opening of new malls has slowed down significantly in large metros like Mumbai and Delhi. How do you plan [...]
Indian Economy – Trend Indicators
by Anjali Verma Economic tables comprise of frequently reported data on macro variables and industry indicators. On the basis of the frequency of the [...]
PhillipCapital India Coverage Universe: Valuation Summary
PhillipCapital Valuation Summary is a matrix to determine the worth of a company, based on its future earnings potential. This matrix enables an easy comparison [...]
Diagnosing India: Excellent prognosis
Dr LalPathLabs’ and Thyrocare’s recent successful initial public offerings (with overwhelming response from investors resulting in 33x and 73x oversubscription respectively) has brought Indian diagnostics [...]