External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

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Equity Bottom-Up

Krishna Institute of Medical Sciences / Equity Bottom-Up

<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

Thematic (Sector/Industry)

<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.

<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

<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

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)

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

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

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