Thyrocare : Debt free Asset Light Healthcare Play

Hi Mridul , Please read the discussion over this thread .

Also, Supposed you gain efficiency via EOS. Today your margins are 45% and you passed on to customer whatever EOS allowed you to do so with same margin 45%.

what stops me with running mom & pop store to lower the margins lets say 30% and compete on cost basis ?

Basically i want to say in the businesses like diagnostics EOS doesn’t give any competitive advantage as barriers to entry is low and ROC is high, It will keep attracting competition and some competitors will be happy to earn little low ROC vs Thyro with EOS.

Thanks,
Amit