Kims -All Eyes on Execution in New Clusters
KIMS’s Q3FY25 revenues were ahead of Street/our estimates, while profitability lagged owing to certain write-offs in Maharashtra and AP clusters,...
389 Views
Krishna Institute of Medical Sciences - Growth Intact Despite Aggressive Expansion Plan
Krishna Institute of Medical Sciences (KIMS) reported EBITDA growth of 27% YoY, adj for one time write offs (Rs80-90mn); EBITDA was largely in line...
216 Views
Krishna Institute of Medical Sciences Ltd - Lower Occupancies; Higher ARPOB
Operational Performance: Consolidated occupancy declined by 1,091 bps YoY and 610 bps QoQ, settling at 50.7%. However, ARPOB saw a 25.1% YoY...
250 Views
Dr Agarwal’s Healthcare IPO Trading - Decent Anchor Demand but Subdued Overall Coverage
Dr Agarwal’s Healthcare raised around US$350m in its India IPO. In this note, we will talk about the demand and trading dynamics.
413 Views
Dr Agarwal’s Healthcare IPO - RHP Updates & Quick Thoughts on Peer Comp and Valuation
Dr Agarwal’s Healthcare is looking to raise about US$350m in its India IPO. In this note, we provide a summary of its RHP updates and share our...
731 Views