Pharma and Healthcare (Q3FY25E): Growth Momentum, Margin Visibility Stay Intact
The India Pharma & Healthcare sector is expected to see steady growth in Q3FY25E. We project sales/EBITDA growth of 11%/13% YoY for our coverage...
327 Views
Q3FY25 - Consolidated Earnings Preview
The Q3FY25 earnings season was marked by a) Festival demand, 2) Sequential improvement in government spending, 3) Moderation in Urban consumption
328 Views
Paras Healthcare Pre-IPO: Increasing Efficiency but Patients Are Spending Less
Paras Healthcare (PRH) is looking to raise up to US$180m in its upcoming India IPO. It is the fifth largest healthcare provider in India. In this...
269 Views
2025 High Conviction: Aster DM Healthcare Ltd (ASTERDM IN)- Focus on India Augurs Well
Aster DM is merging with Blacksone and TPG-backed Quality Care India Limited, one of the largest privately held hospital chains in India with a...
935 Views
Bumrungrad Hospital (BH TB): Lower Revenue From International Patients Weighed on 3Q24 Result
Bumrungrad reported 5% YoY sales decline in 3Q24, mainly due to negative geo-political impact on international patient revenue, which declined 7%...
333 Views