The Anti-Portfolio

Least bothered, very good details here.

https://forum.valuepickr.com/t/krsnaa-diagnostics-what-is-the-diagnosis/77977/81#h-2-what-about-1mg-and-the-competitive-landscape-2

If 1mg want to play a price-war then they should also really enter the govt tender biz. It gives them assured long-term contracts with volumes and price escalations built-in.

A price-war is the best scenario for Krsnaa, since they have demonstrated proof of running the cheapest diagnostics very profitably for a long time. It may hurt margins a little when they start trying to scale to B2C model as well. Though it may also help overall in positioning of cheap tests as being reliable.

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