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

Emkay

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

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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.

Equity Bottom-Up

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><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>

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