External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

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<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><p><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></p>

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 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><p><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></p>

 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><p><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></p>

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

<ul><li>The Consolidated occupancies are on lower side 68.2% vs 72.6% QoQ and ARPOB is Rs 29,800 vs. Rs 29,237 QoQ in Q3FY23.</li><li>Matured assets in telangana had reported 600bps QoQ fall in occupencies as similar trend is ovserved in the industry has impacted the overall growth of the company.</li><li>Consolidated PAT Rs 82 Cr is flat -2.4% YoY due to depriciation and finance costs.</li></ul><p><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></p>

The Consolidated occupancies are on lower side 68.2% vs 72.6% QoQ and ARPOB is Rs 29,800 vs. Rs 29,237 QoQ in Q3FY23.Matured assets in telangana had reported 600bps QoQ fall in occupencies as similar trend is ovserved in the industry has impacted the overall growth of the company.Consolidated PAT Rs 82 Cr is flat -2.4% YoY due to depriciation and finance costs.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

<div><div><div><div><ul><li>In Q3FY23, the Pharma sector is expected to benefit from positive attributes such as currency depreciation, fall in raw material prices, low crude prices, and correction in shipping prices which would aid in revenue growth and improvement in gross margins.</li><li>We expect the Pharma universe under our coverage to report healthy aggregate Revenue/EBITDA/PAT growth of 7.4%/9.5%/9.1% YoY. 8% depreciation in the Indian currency (Rs) may majorly contribute to the overall growth of 7.4% for the last quarter.</li><li>Low single-digit growth in the US market (due to intense competition) and low double-digit growth in the India business after Covid-19 business has now stabilised. </li></ul></div></div></div></div><p><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></p>

In Q3FY23, the Pharma sector is expected to benefit from positive attributes such as currency depreciation, fall in raw material prices, low crude prices, and correction in shipping prices which would aid in revenue growth and improvement in gross margins.We expect the Pharma universe under our coverage to report healthy aggregate Revenue/EBITDA/PAT growth of 7.4%/9.5%/9.1% YoY. 8% depreciation in the Indian currency (Rs) may majorly contribute to the overall growth of 7.4% for the last quarter.Low single-digit growth in the US market (due to intense competition) and low double-digit growth in the India business after Covid-19 business has now stabilised. 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.

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)

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 - 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

Krishna Institute of Medical Sciences Ltd

Base Business Faces Continuous Decline in Occupancies. The Consolidated occupancies are on lower side 68.2% vs 72.6% QoQ and ARPOB is Rs 29,800 vs....

Axis Direct

Pharma - Q3FY23 - Earnings Preview

Low single-digit growth in the US market (due to intense competition) and low double-digit growth in the India business after Covid-19 business has...

Axis Direct

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