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Equity Bottom-Up

Krishna Institute of Medical Sciences / Equity Bottom-Up

Krishna Institute of Medical Sciences (KIMS IN)

<ul><li>In Q4FY23, Consolidated revenue Rs 576Cr increased by 54.7% which is above our estimates led by improvement in occupancies and ARPOBs.</li><li>The Consolidated occupancies improved by 260 bps QoQ to 70.8% and incraese in ARPOB by 2.6% QoQ to Rs 30,573 in Q4FY23.</li><li>Matured assets in telangana had reported 270bps QoQ improvement in occupencies as similar trend is ovserved in the industry has led the overall growth of the company.</li></ul><p><em>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.</em></p>

In Q4FY23, Consolidated revenue Rs 576Cr increased by 54.7% which is above our estimates led by improvement in occupancies and ARPOBs.The Consolidated occupancies improved by 260 bps QoQ to 70.8% and incraese in ARPOB by 2.6% QoQ to Rs 30,573 in Q4FY23.Matured assets in telangana had reported 270bps QoQ improvement in occupencies as similar trend is ovserved in the industry has led the overall growth of the company.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.

Krishna Institute Of Medical Sciences Ltd - Slight Improvement in Occupancies and Realizations

<ul><li>The Consolidated occupancies are on lower side 68.2% vs 72.6% QoQ and ARPOB is Rs 29,800 vs. Rs 29,237 QoQ in Q3FY23.</li><li>Matured assets in telangana had reported 600bps QoQ fall in occupencies as similar trend is ovserved in the industry has impacted the overall growth of the company.</li><li>Consolidated PAT Rs 82 Cr is flat -2.4% YoY due to depriciation and finance costs.</li></ul><p><em>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.</em></p>

The Consolidated occupancies are on lower side 68.2% vs 72.6% QoQ and ARPOB is Rs 29,800 vs. Rs 29,237 QoQ in Q3FY23.Matured assets in telangana had reported 600bps QoQ fall in occupencies as similar trend is ovserved in the industry has impacted the overall growth of the company.Consolidated PAT Rs 82 Cr is flat -2.4% YoY due to depriciation and finance costs.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.

Krishna Institute of Medical Sciences Ltd

<ul><li>The company posted consolidated revenue of Rs 385 Cr in Q2FY23, up 37% which stood above our estimates.</li><li>The growth was led by higher occupancies and stable ARPOBs.</li><li>The Consolidated occupancies are on the higher side at 72.6% vs. 65.5% YoY and ARPOB is Rs 29,237 vs. Rs 30,141 YoY in Q2FY23.</li></ul><p><em>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.</em></p>

The company posted consolidated revenue of Rs 385 Cr in Q2FY23, up 37% which stood above our estimates.The growth was led by higher occupancies and stable ARPOBs.The Consolidated occupancies are on the higher side at 72.6% vs. 65.5% YoY and ARPOB is Rs 29,237 vs. Rs 30,141 YoY in Q2FY23.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.

Krishna Institute of Medical Sciences LTD - Higher Occupancies Leads to Overall Growth

<div><div><div><div><ul><li>The company’s occupancy rate reduced to 71% vs 84.8% matured assets are delivering continuous lower occupancies as company is losing market share from competitors. ARPOB is stable Rs 26,341, led by speciality surgeries into the lungs and heart segment.</li></ul><div><div><div><div><ul><li>The business has almost reached the pre-Covid levels with In-Patient (IP) volumes increasing by 10% on a YoY basis.</li><li>The newly added therapies such as heart and lung transplants, advanced gastroenterology and liver transplant have seen robust growth this financial year and we are confident that these advanced therapies will help offer better clinical care to more people in the coming years.</li></ul></div></div></div></div></div></div></div></div><p><em>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.</em></p>

The company’s occupancy rate reduced to 71% vs 84.8% matured assets are delivering continuous lower occupancies as company is losing market share from competitors. ARPOB is stable Rs 26,341, led by speciality surgeries into the lungs and heart segment.The business has almost reached the pre-Covid levels with In-Patient (IP) volumes increasing by 10% on a YoY basis.The newly added therapies such as heart and lung transplants, advanced gastroenterology and liver transplant have seen robust growth this financial year and we are confident that these advanced therapies will help offer better clinical care to more people in the coming years.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.

Krishna Institute of Medical Sciences LTD - Challenge to Drive Topline Growth

<div><div><div><div><ul><li>The company’s occupancy rate reduced to 590bps YOY due to COVID 3.0 in Jan’22 but it has since picked up momentum.</li></ul><div><div><div><div><ul><li>ARPOB improved to Rs 25,144., led by speciality surgeries into the lungs and heart segment.</li></ul><div><div><div><div><ul><li>The business has almost reached the pre-Covid levels with In-Patient (IP) volumes increasing by 25% on a YoY basis.</li></ul></div></div></div></div></div></div></div></div></div></div></div></div><p><em>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.</em></p>

The company’s occupancy rate reduced to 590bps YOY due to COVID 3.0 in Jan’22 but it has since picked up momentum.ARPOB improved to Rs 25,144., led by speciality surgeries into the lungs and heart segment.The business has almost reached the pre-Covid levels with In-Patient (IP) volumes increasing by 25% on a YoY basis.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.

Result Update -  Krishna Institute of Medical Sciences LTD

India

Krishna Institute of Medical Sciences (KIMS) is an Indian multi-speciality hospital chain that offers a comprehensive range of healthcare services across various medical and surgical specialties, including cardiac sciences, oncology, neurosciences, orthopaedics, and organ transplantation. KIMS operates a network of hospitals providing multidisciplinary integrated tertiary and quaternary healthcare. The company is headquartered in Secunderabad, India, and was founded in 2000.

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Krishna Institute of Medical Sciences (KIMS IN)

Krishna Institute Of Medical Sciences Ltd - Slight Improvement in Occupancies and Realizations

In Q4FY23, Consolidated revenue Rs 576Cr increased by 54.7% which is above our estimates led by improvement in occupancies and ARPOBs.

Axis Direct

Krishna Institute of Medical Sciences Ltd

Base Business Faces Continuous Decline in Occupancies. The Consolidated occupancies are on lower side 68.2% vs 72.6% QoQ and ARPOB is Rs 29,800 vs....

Axis Direct

Krishna Institute of Medical Sciences LTD - Higher Occupancies Leads to Overall Growth

The company posted consolidated revenue of Rs 385 Cr in Q2FY23, up 37% which stood above our estimates. The growth was led by higher occupancies...

Axis Direct

Krishna Institute of Medical Sciences LTD - Challenge to Drive Topline Growth

In Q1FY23, Standalone revenue (ex. Sunshine) Rs 385 Cr increased by 7.4% which is below as compare to industry growth. Group revenue (incl....

Axis Direct

Result Update - Krishna Institute of Medical Sciences LTD

Krishna Institute of Medical Sciences (KIMS) reported adjusted revenue of Rs 372 Cr in Q4FY22, registering a growth of 3.8% YoY (below our...

Axis Direct

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