External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Thematic (Sector/Industry)

<ul><li>Q1FY25 Pharma Coverage Performance: In Q1FY25, the Pharma Coverage universe posted robust revenue growth of 11%/4% YoY/QoQ, driven by a strong domestic market, new launches (especially Darunavir, DDR D, gMyrbetriq, and gSpiriva), lower price erosion, gross margin expansion through cost optimization, and growth in the US base business portfolio.</li><li>EBITDA margin improved by a healthy ~250bps/120bps YoY/QoQ amidst normalizing cost inflation and stabilizing prices.</li><li>US Base Business Momentum: The US base business maintained healthy momentum, with new product launches offsetting single-digit price erosion.</li></ul>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.

Q1FY25 Pharma Coverage Performance: In Q1FY25, the Pharma Coverage universe posted robust revenue growth of 11%/4% YoY/QoQ, driven by a strong domestic market, new launches (especially Darunavir, DDR D, gMyrbetriq, and gSpiriva), lower price erosion, gross margin expansion through cost optimization, and growth in the US base business portfolio.EBITDA margin improved by a healthy ~250bps/120bps YoY/QoQ amidst normalizing cost inflation and stabilizing prices.US Base Business Momentum: The US base business maintained healthy momentum, with new product launches offsetting single-digit price erosion.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.

<ul><li>Our esteemed Finance Minister Nirmala Sitharaman presented the Union Budget 2024-25 today, marking the seventh consecutive budget under her leadership.</li><li>The Finance Minister has set the stage for "Viksit Bharat" through the comprehensive development of the Indian economy, emphasizing infrastructure enhancement, fiscal prudence, and welfare schemes for rural India.</li><li>The focus is on inclusive growth, highlighting four major pillars: Youth, Women, the Poor, and Farmers. </li></ul>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.

Our esteemed Finance Minister Nirmala Sitharaman presented the Union Budget 2024-25 today, marking the seventh consecutive budget under her leadership.The Finance Minister has set the stage for "Viksit Bharat" through the comprehensive development of the Indian economy, emphasizing infrastructure enhancement, fiscal prudence, and welfare schemes for rural India.The focus is on inclusive growth, highlighting four major pillars: Youth, Women, the Poor, and Farmers. 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.

Equity Bottom-Up

Krishna Institute of Medical Sciences / Equity Bottom-Up

<ul><li>In Q2FY24, the company achieved consolidated revenue of Rs 652 Cr, up 15.7%.</li><li>It surpassed our estimates and was primarily driven by enhancements in occupancies and ARPOBs.</li><li>The consolidated occupancies exhibited an impressive YoY improvement of 380bps, reaching 76.4%. </li></ul>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.

In Q2FY24, the company achieved consolidated revenue of Rs 652 Cr, up 15.7%.It surpassed our estimates and was primarily driven by enhancements in occupancies and ARPOBs.The consolidated occupancies exhibited an impressive YoY improvement of 380bps, reaching 76.4%. 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.

Krishna Institute Of Medical Sciences Ltd - Growth Led by Higher Occupancies and ARPOB

<ul><li> In Q1FY24, the company achieved a consolidated revenue of Rs 606 Cr, up 22.3%.</li><li>This performance surpassed our estimates and was primarily driven by enhancements in occupancies and ARPOBs.</li><li>The consolidated occupancies exhibited an impressive YoY improvement of 490bps, reaching 70.4%. </li></ul>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.

 In Q1FY24, the company achieved a consolidated revenue of Rs 606 Cr, up 22.3%.This performance surpassed our estimates and was primarily driven by enhancements in occupancies and ARPOBs.The consolidated occupancies exhibited an impressive YoY improvement of 490bps, reaching 70.4%. 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.

Krishna Institute Of Medical Sciences Ltd - Margins Hit Due to Increase in Investment

<ul><li>In Q4FY23, Consolidated revenue Rs 576Cr increased by 54.7% which is above our estimates led by improvement in occupancies and ARPOBs.</li><li>The Consolidated occupancies improved by 260 bps QoQ to 70.8% and incraese in ARPOB by 2.6% QoQ to Rs 30,573 in Q4FY23.</li><li>Matured assets in telangana had reported 270bps QoQ improvement in occupencies as similar trend is ovserved in the industry has led the overall growth of the company.</li></ul>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.

In Q4FY23, Consolidated revenue Rs 576Cr increased by 54.7% which is above our estimates led by improvement in occupancies and ARPOBs.The Consolidated occupancies improved by 260 bps QoQ to 70.8% and incraese in ARPOB by 2.6% QoQ to Rs 30,573 in Q4FY23.Matured assets in telangana had reported 270bps QoQ improvement in occupencies as similar trend is ovserved in the industry has led the overall growth of the company.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.

Krishna Institute Of Medical Sciences Ltd - Slight Improvement in Occupancies and Realizations

India

Krishna Institute of Medical Sciences Limited provides hospital services. The Hospital offers medical and surgical, renal and cardiac sciences, oncology, orthopaedics, organ transplantation, neurosciences, and other health care services. Krishna Institute of Medical Sciences serves patients in India.

Krishna Institute of Medical Sciences (KIMS IN)

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Krishna Institute of Medical Sciences (KIMS IN)

Top Sector Ideas Pharma - (Q1FY25)

n Q1FY25, the Pharma Coverage universe posted robust revenue growth of 11%/4% YoY/QoQ, driven by a strong domestic market

Axis Direct

Post Budget Analysis and Stock Ideas

Our esteemed Finance Minister Nirmala Sitharaman presented the Union Budget 2024-25 today, marking the seventh consecutive budget under her...

Axis Direct

Krishna Institute Of Medical Sciences Ltd - Growth Led by Higher Occupancies and ARPOB

In Q2FY24, the company achieved consolidated revenue of Rs 652 Cr, up 15.7%. It surpassed our estimates and was primarily driven by enhancements in...

Axis Direct

Krishna Institute Of Medical Sciences Ltd - Margins Hit Due to Increase in Investment

In Q1FY24, the company achieved a consolidated revenue of Rs 606 Cr, up 22.3%. This performance surpassed our estimates and was primarily driven by...

Axis Direct

Krishna Institute Of Medical Sciences Ltd - Slight Improvement in Occupancies and Realizations

In Q4FY23, Consolidated revenue Rs 576Cr increased by 54.7% which is above our estimates led by improvement in occupancies and ARPOBs.

Axis Direct

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