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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

Krishna Institute of Medical Sciences / Equity Bottom-Up

Krishna Institute of Medical Sciences (KIMS IN)

<ul><li>KIMS’s Q3FY25 revenues were ahead of Street/our estimates, while profitability lagged owing to certain write-offs in Maharashtra and AP clusters, and losses in the Nashik hospital.</li><li>Management reiterated its guidance of breaking even in Nashik by Q2/Q3FY26 as majority of clinician talent would be onboarded by Q4FY25. Ramp up in core clusters (especially in AP due to improving case and payor mix) should offset the expected losses on commissioning of new hospitals in Thane and Bengaluru.</li><li>Kerala cluster is also shaping well with KIMS adding two new projects (Kollam in Q1FY26; Thrissur by H1FY27).</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>

KIMS’s Q3FY25 revenues were ahead of Street/our estimates, while profitability lagged owing to certain write-offs in Maharashtra and AP clusters, and losses in the Nashik hospital.Management reiterated its guidance of breaking even in Nashik by Q2/Q3FY26 as majority of clinician talent would be onboarded by Q4FY25. Ramp up in core clusters (especially in AP due to improving case and payor mix) should offset the expected losses on commissioning of new hospitals in Thane and Bengaluru.Kerala cluster is also shaping well with KIMS adding two new projects (Kollam in Q1FY26; Thrissur by H1FY27).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.

Kims -All Eyes on Execution in New Clusters