Thyrocare : Debt free Asset Light Healthcare Play

Thank you.

So there are two cases - please correct if I am wrong.

  1. Simple tests like say blood sugar test in which case the local lab will themselves analyse the samples. In this case the market is not addressable by Thyrocare?

  2. Complex tests - is it possible that this could be directly processed in one of the 200+ labs that Dr Lal Pathlabs operates, whereas in case of Thyrocare, it has to be first collected by the local lab and then needs to be sent to Thyrocare’s regional or central lab. Hence if a customer reaches out to Dr Lal’s lab (not its collection centre), they would get the results faster than by sending to a local lab that is serviced by Thyrocare. So while B2B is better margins, B2C is critical for growth, and hence the acquisition by PharmEasy is vital for Thyrocare’s long term sustainabiliity.

I understand speed is not the only factor to consider while assessing B2B vs B2C.