Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

IHH Healthcare (IHH MK): Sustained Demand, Higher ARPOB Drive 1Q; Expansion Key for Future Growth

IHH Healthcare (IHH MK): Higher Patient Volume Drives Double-Digit Revenue Growth in 3Q24

IHH Healthcare (IHH MK): Sturdy Performance; Core Markets Remain Strong: Expansion Plans on Track

IHH Healthcare (IHH MK): Outstanding Performance in 1Q24; Looking for Business Expansion

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ihh-healthcare-bhd" target="_blank" data-smartkarma-citation="entities:876:1" rel="noopener">IHH Healthcare (IHH MK)</a> delivered consistent performance with 2024 revenue rising 16% YoY, while EBITDA growing at a faster pace of 17% YoY.</li>
<li>Singapore, Turkiye &amp; Europe, India, Malaysia show strength with favorable patient mix, higher occupancy, and higher revenue per in-patient.</li>
<li>IHH added 1004 beds in 2024 and is well on track to add ~4,000 beds (+33% capacity) by 2028 through both organic and inorganic expansions.</li>
</ul>



IHH Healthcare (IHH MK) delivered consistent performance with 2024 revenue rising 16% YoY, while EBITDA growing at a faster pace of 17% YoY.
Singapore, Turkiye &amp; Europe, India, Malaysia show strength with favorable patient mix, higher occupancy, and higher revenue per in-patient.
IHH added 1004 beds in 2024 and is well on track to add ~4,000 beds (+33% capacity) by 2028 through both organic and inorganic expansions.


IHH Healthcare (IHH MK): Consistent 2024 Result; Stable Occupancy Amid Capacity Expansion