Bumper Q3 results.
Net profit rose 49% year-on-year to ₹45.3 crore, while revenue climbed 46.3% to ₹320.4 crore. EBITDA increased 35.6% to ₹74.3 crore, though margins moderated to 23.1% from 25% a year earlier.
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Good results by the company. PAT grew by 45% YOY, even after charging additional depreciation of 7cr. ARPOB of 2 new hospital is 36k & 40k & 1005 revenue of new hospital is from TPA+cash, hence receivable days should come down. Next quarter should see improvement from ramp of these newly opened hospitals as well as contribution from Shantived hospital which will start consolidating into Yatharth from 1st Feb
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Many large pharma in India are launching Generic GLP-1 shortly. From the US market, it is clear that Bariatric, Cardio, Orthopaedic are affected most by GLP-1. Many Indian hospital stocks have high exposure to Cardiology and Orthopaedic.
Has anyone calculated what is the impact on Yatharth and other hospital stocks cause of these generic weight loss drugs?
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How can you calculate the effect of GLP on these speciality except bariatric. there are lot of demographic/financial difference in india and US.