Narayana Hrudayalaya Ltd (NARH IN): All That Cheap Is Not Always Value Buying Opportunity
NHL starts FY26 on muted note, with Q1FY26 revenue from India operation increasing just 8% YoY, EBITDA margin narrowing to 23.9% (Q1FY25: 24.9%),...
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2023 in Rear Mirror View: Top Performers From My Global Healthcare Coverage Universe
Despite ongoing recovery and fading effect of the COVID-19, healthcare companies had varying performances in 2023. From my coverage, the top...
769 Views
Aequitas 2022 IPOs and Placements Performance Review - From the Busiest Year to the Slowest Year
2022 marked our seventh year covering Equity Capital Markets (ECM) in Asia Pacific. 2022 was rather quiet ending with us covering one of the lowest...
656 Views
Park Medi World IPO: Ability To Maintain Margin Dicey, Avoid Parking Funds In This Issue
Park Medi World launched IPO to raise INR 9.2B. Valuation reasonable but lags behind peers. Geographic, payor and specialties concentration are...
281 Views
2025 High Conviction Update: Aster DM (ASTERDM IN)- Stable Q2 Show on Continued Business Recovery
Aster DM reported double-digit revenue and EBITDA growth in Q2FY26, led by substantial recovery in Kerala and better case mix. Kerala delivered its...
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