Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/dr-lal-pathlabs-ltd" target="_blank" data-smartkarma-citation="entities:26927:1" rel="noopener">Dr Lal PathLabs Ltd (DLPL IN)</a> reported 35% y/y revenue growth in its non-COVID business in FY22. Non-COVID realization per patient is also back to pre-COVID levels.  </li>
<li>The company has acquired Suburban Diagnostics last year, which will further widen its geographical footprint, with western region contributing 24% of revenue from 10% earlier.</li>
<li>There is a lot of noise regarding competition in the industry. Thus far, DLPL has not seen much pricing pressure and underpenetrated Indian diagnostic segment can accommodate more players.</li>
</ul>



Dr Lal PathLabs Ltd (DLPL IN) reported 35% y/y revenue growth in its non-COVID business in FY22. Non-COVID realization per patient is also back to pre-COVID levels.  
The company has acquired Suburban Diagnostics last year, which will further widen its geographical footprint, with western region contributing 24% of revenue from 10% earlier.
There is a lot of noise regarding competition in the industry. Thus far, DLPL has not seen much pricing pressure and underpenetrated Indian diagnostic segment can accommodate more players.


Dr Lal PathLabs Ltd (DLPL IN): Base Business Recovering; Competition Is the Only Headwind

External broker reports(aggregated public sources), Edelweiss Broking Limited

Edelweiss

External broker reports(aggregated public sources)

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Metropolis Healthcare Limited / Equity Bottom-Up

<ul><li>Missed estimates, margin contraction with lower realisations.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Missed estimates, margin contraction with lower realisations.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Metropolis Healthcare Ltd - Q3FY22 Result Update

<p>Metropolis Healthcare is one of the largest diagnostic chains in western India.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Metropolis Healthcare is one of the largest diagnostic chains in western India.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week - Metropolis Healthcare Limited

<p>Marginally miss estimates, healthy margin continue</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Marginally miss estimates, healthy margin continueContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Metropolis Healthcare Ltd. | Q2FY22 Result Update

India

Metropolis Healthcare Limited provides medical and laboratory services. The Company offers pathology testing, imaging and nuclear medicine, clinical trails, and home health services. Metropolis Healthcare operates chains of diagnostic centers across India.

Metropolis Healthcare Limited (METROHL IN)

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Dr Lal PathLabs Ltd (DLPL IN): Base Business Recovering; Competition Is the Only Headwind

DLPL is not expected to have COVID windfall this year. However, base business is back to growth trajectory. Underserved Indian diagnostic services...

Tina Banerjee

Metropolis Healthcare Ltd - Q3FY22 Result Update

Missed estimates, margin contraction with lower realisations

Edelweiss

Pick of the Week - Metropolis Healthcare Limited

Metropolis Healthcare is one of the largest diagnostic chains in western India.

Edelweiss

Pick of the Week - Metropolis Healthcare Limited

Metropolis Healthcare is one of the largest diagnostic chains in western India.

Edelweiss

Metropolis Healthcare Ltd. | Q2FY22 Result Update

Marginally miss estimates, healthy margin continue

Edelweiss