Thyrocare : Debt free Asset Light Healthcare Play

(Chemist) #208

(Chemist) #209

(Deepen) #210

Apart from facts and figures, is there a potential risk to a company that is so heavily driven by (dependent on) a single person ?

(Vivek Mashrani, CFA) #211

His son is already handling the Nuclear business since 2011 and his daughter is on board. So, I think they have good leadership pipeline in place. I have heard that even his brother is capable of running business if required.

(Vivek Mashrani, CFA) #212

For the benefit of all, please find attached the presentation that I did at VP Chintan Baithak Goa 2018 on strongest business I know. Hope this is useful. Thanks.

Special mention to @VikasKasturi who helped during the research and enhancing the thought process around the business model.

Business I like…pdf (2.6 MB)

Disclosure: Invested