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. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Krishna Institute of Medical Sciences / Equity Bottom-Up

<ul><li>The company posted consolidated revenue of Rs 385 Cr in Q2FY23, up 37% which stood above our estimates.</li><li>The growth was led by higher occupancies and stable ARPOBs.</li><li>The Consolidated occupancies are on the higher side at 72.6% vs. 65.5% YoY and ARPOB is Rs 29,237 vs. Rs 30,141 YoY in Q2FY23.</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 company posted consolidated revenue of Rs 385 Cr in Q2FY23, up 37% which stood above our estimates.The growth was led by higher occupancies and stable ARPOBs.The Consolidated occupancies are on the higher side at 72.6% vs. 65.5% YoY and ARPOB is Rs 29,237 vs. Rs 30,141 YoY in Q2FY23.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 - Higher Occupancies Leads to Overall Growth

Thematic (Sector/Industry)

<ul><li>In Q2FY23, Pharma sector expected to be benefitted by factors like Currency depreciation, fall in raw material prices, low crude prices and correction in shipping prices could add to revenue growth and improvement in gross margins.</li><li>The Pharma universe under our coverage could report aggregate Revenue/EBITDA/PAT growth of 5.6%/-4.8%/-2.2% YoY.</li><li>Currency (Rs) has depreciated by 5.0% that could add major contribution to overall growth of 6.2% for last quarter.</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 Q2FY23, Pharma sector expected to be benefitted by factors like Currency depreciation, fall in raw material prices, low crude prices and correction in shipping prices could add to revenue growth and improvement in gross margins.The Pharma universe under our coverage could report aggregate Revenue/EBITDA/PAT growth of 5.6%/-4.8%/-2.2% YoY.Currency (Rs) has depreciated by 5.0% that could add major contribution to overall growth of 6.2% for last quarter.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.

<div><div><div><div><ul><li>The company’s occupancy rate reduced to 71% vs 84.8% matured assets are delivering continuous lower occupancies as company is losing market share from competitors. ARPOB is stable Rs 26,341, led by speciality surgeries into the lungs and heart segment.</li></ul><div><div><div><div><ul><li>The business has almost reached the pre-Covid levels with In-Patient (IP) volumes increasing by 10% on a YoY basis.</li><li>The newly added therapies such as heart and lung transplants, advanced gastroenterology and liver transplant have seen robust growth this financial year and we are confident that these advanced therapies will help offer better clinical care to more people in the coming years.</li></ul></div></div></div></div></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>

The company’s occupancy rate reduced to 71% vs 84.8% matured assets are delivering continuous lower occupancies as company is losing market share from competitors. ARPOB is stable Rs 26,341, led by speciality surgeries into the lungs and heart segment.The business has almost reached the pre-Covid levels with In-Patient (IP) volumes increasing by 10% on a YoY basis.The newly added therapies such as heart and lung transplants, advanced gastroenterology and liver transplant have seen robust growth this financial year and we are confident that these advanced therapies will help offer better clinical care to more people in the coming years.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 - Challenge to Drive Topline Growth

<div><div><div><div><ul><li>The company’s occupancy rate reduced to 590bps YOY due to COVID 3.0 in Jan’22 but it has since picked up momentum.</li></ul><div><div><div><div><ul><li>ARPOB improved to Rs 25,144., led by speciality surgeries into the lungs and heart segment.</li></ul><div><div><div><div><ul><li>The business has almost reached the pre-Covid levels with In-Patient (IP) volumes increasing by 25% on a YoY basis.</li></ul></div></div></div></div></div></div></div></div></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>

The company’s occupancy rate reduced to 590bps YOY due to COVID 3.0 in Jan’22 but it has since picked up momentum.ARPOB improved to Rs 25,144., led by speciality surgeries into the lungs and heart segment.The business has almost reached the pre-Covid levels with In-Patient (IP) volumes increasing by 25% on a YoY basis.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.

Result Update -  Krishna Institute of Medical Sciences LTD

<ul><li>We expect companies under our Pharma coverage to report high singledigit growth (6.2% YoY), primarily driven by Injectable and Generic segment.</li><li>With elevated prices of organic chemicals and solvents led by the Russia-Ukraine conflict, persistently high API/KSM costs from China that have risen ~7-8% QoQ in Q4FY22</li><li>OUR TOP POSITIVE PLAYS ARE: Cipla, Abbott India, KIMS, HCG</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>

We expect companies under our Pharma coverage to report high singledigit growth (6.2% YoY), primarily driven by Injectable and Generic segment.With elevated prices of organic chemicals and solvents led by the Russia-Ukraine conflict, persistently high API/KSM costs from China that have risen ~7-8% QoQ in Q4FY22OUR TOP POSITIVE PLAYS ARE: Cipla, Abbott India, KIMS, HCGContent 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.

Pharma Q4FY22 Preview: Cost Pressure and Pricing Erosion Compress Margins

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)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Krishna Institute of Medical Sciences (KIMS IN)

Krishna Institute of Medical Sciences LTD - Higher Occupancies Leads to Overall Growth

The company posted consolidated revenue of Rs 385 Cr in Q2FY23, up 37% which stood above our estimates. The growth was led by higher occupancies...

Axis Direct

Pharma Q2fy23 Preview

The Pharma universe under our coverage could report aggregate Revenue/EBITDA/PAT growth of 5.6%/-4.8%/-2.2% YoY. Currency (Rs) has depreciated by 5.0%

Axis Direct

Krishna Institute of Medical Sciences LTD - Challenge to Drive Topline Growth

In Q1FY23, Standalone revenue (ex. Sunshine) Rs 385 Cr increased by 7.4% which is below as compare to industry growth. Group revenue (incl....

Axis Direct

Result Update - Krishna Institute of Medical Sciences LTD

Krishna Institute of Medical Sciences (KIMS) reported adjusted revenue of Rs 372 Cr in Q4FY22, registering a growth of 3.8% YoY (below our...

Axis Direct

Pharma Q4FY22 Preview: Cost Pressure and Pricing Erosion Compress Margins

We expect companies under our Pharma coverage to report high singledigit growth (6.2% YoY), primarily driven by Injectable and Generic segment.

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)