Satish's SME Corner : Notes and Con-call Updates

[Satishwe]

I recently added a bit of Unihealth, my estimates are shared here.

Unihealth Medical Consultancy - The Caplin of Hospitals?

My highlevel notes and calculations based on Management guidance and some baseline assumptions post the H1 con-call is as below, [image] [image] Management gave these guidance numbers, • Uganda: 40% (your choice; transcript says mature margin stable ±2%) • India (Navi + Nashik): 17.5% midpoint of guided 15–20% for first-year operations • Uganda target ARPOB = ₹55k–₹60k • India initial ARPOB = ₹27k–₹28k for Navi Mumbai • Nashik similar ARPOB ₹25k–₹28k • Uganda = 120 beds • Navi Mumbai …