KMC Speciality hospital

Results look great but I would be better to have more communication from management for example on the contribution from the new 200 bed maternity care unit. For now this is what we know from their investor presentation “Further, we are happy to announce the operationalization of its new facility of an additional 200 beds focused on providing Mother and Child Care services from January 29, 2024.”

This means we should have had 2 months of performance from this unit being included in FY2024 results.
Disc: Invested in 2024


Latest presentation out you can check data here

Central bus stand going to move away from KMCSH. Chances are more on real estate price stagnation and drop in number of patients. I reduced my potion in KMCSH and increased in kovai medicals(at lower levels).