External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

External broker reports(aggregated public sources)

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

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Global Health (Medanta) / Equity Bottom-Up

<ul><li>Global Health (Medanta)’s Q3FY25 results beat street/our estimate by 9%/7%, respectively, on the back of strong ramp-up in the developing portfolio (OBDs grew 17% YoY).</li><li>While historical trends suggest Q4 to be soft for the Lucknow unit, the management is confident about its initiatives over the last 9-12 months helping buck this trend.</li><li>Bed expansion plans, however, are likely to remain lumpy, with ~1,950 beds to be added in FY29 which could pose execution challenges, in our view.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Global Health (Medanta)’s Q3FY25 results beat street/our estimate by 9%/7%, respectively, on the back of strong ramp-up in the developing portfolio (OBDs grew 17% YoY).While historical trends suggest Q4 to be soft for the Lucknow unit, the management is confident about its initiatives over the last 9-12 months helping buck this trend.Bed expansion plans, however, are likely to remain lumpy, with ~1,950 beds to be added in FY29 which could pose execution challenges, in our view.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Global Health - Ramp up in Developing Portfolio Saves the Day

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Medanta reported revenue of Rs 957 Cr, exceeding our expectations, driven by a flat ARPOB and a slight increase in occupancies.</li><li>ARPOB increased to Rs 62,140, up 1.9% YoY, while occupancies improved by 623 bps YoY.</li><li>EBITDA margins were 24.5%, down 140 bps YoY but showed a sequential improvement of 231 bps. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Medanta reported revenue of Rs 957 Cr, exceeding our expectations, driven by a flat ARPOB and a slight increase in occupancies.ARPOB increased to Rs 62,140, up 1.9% YoY, while occupancies improved by 623 bps YoY.EBITDA margins were 24.5%, down 140 bps YoY but showed a sequential improvement of 231 bps. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Global Health Ltd - Elevating the Opportunity in Underserved Micro Markets

<ul><li>We initiate coverage on Global Health Ltd (MEDANTA) with a BUY recommendation and DCF-based Target Price (TP) of Rs 1,475/share (EV/EBITDA of 26.5x FY27E EBITDA), implying an upside of 25% from the CMP.</li><li>MEDANTA boasts a robust Brand Equity, established by Dr. Trehan, a globally recognized cardiovascular and cardiothoracic surgeon.</li><li>The company has fortified its position with a strong moat, providing the highest standard of care and specializing in high-complexity work. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We initiate coverage on Global Health Ltd (MEDANTA) with a BUY recommendation and DCF-based Target Price (TP) of Rs 1,475/share (EV/EBITDA of 26.5x FY27E EBITDA), implying an upside of 25% from the CMP.MEDANTA boasts a robust Brand Equity, established by Dr. Trehan, a globally recognized cardiovascular and cardiothoracic surgeon.The company has fortified its position with a strong moat, providing the highest standard of care and specializing in high-complexity work. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Global Health Ltd - Highest-Standard Care; High Complexity Work

India

Global Health Limited of India, doing business as Medanta, provides health care services. The Hospital offers diagnostics, emergency and trauma care, patient support, air ambulance, medical, laboratory testing, and other health care services. Medanta serves patients worldwide.

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Global Health (Medanta) (MEDANTA IN)

Global Health - Ramp up in Developing Portfolio Saves the Day

Global Health (Medanta)’s Q3FY25 results beat street/our estimate by 9%/7%, respectively, on the back of strong ramp-up in the developing portfolio...

Emkay

Global Health Ltd - Elevating the Opportunity in Underserved Micro Markets

Medanta reported revenue of Rs 957 Cr, exceeding our expectations, driven by a flat ARPOB and a slight increase in occupancies.

Axis Direct

Global Health Ltd - Highest-Standard Care; High Complexity Work

MEDANTA boasts a robust Brand Equity, established by Dr. Trehan, a globally recognized cardiovascular and cardiothoracic surgeon.

Axis Direct

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