Virinchi is a bet on the management. If you look into details , you will find a great set of people from backgrounds in technology, healthcare, data analytics and company management. The collective experience and knowledge of these people is much more than you or me can understand. They have already mentioned multiple times how they are trying to integrate big data analytics into healthcare.
You have to trust the management and believe that they will deliver the results and give them the time and patience to build up the hospital reputation. Without such attitude it is very difficult to have a long term investing mindset which will lead to value creation.
Till date I have not got any indication of dishonest behaviours from the management. We will have to wait and watch for the story to unfold.
You can also compare this to a start-up, where the initial setup costs and money required is huge however once capex is complete they would have a strong moat in hospital process management and analytics which will be difficult for other hospitals to replicate and implement.