The Beat Ideas- Krsnaa Diagnostics: B2C & Asset Light Flavor
Krsnaa Diagnostics expands into B2C, adds labs, secures govt contracts for growth. Aggressive strategy and diversification show strong long-term...
Thematic Report : Investment Opportunities in Indian Markets Led by Promoter Buying
Indian markets see record promoter selling, but some companies show confidence with promoter buying. Article explores thesis and key triggers for...
Dr Lal PathLabs (DLPL IN): Losing Path Amid Competition; Non-COVID Growth Underwhelming
India diagnostic sector is overcrowded, leading to price competition and declining realization per test. Currently, DLPL’s three-year patient...
Dr Lal PathLabs (DLPL IN): Q2FY23 Review- Volume Driven Sales Growth; Sequential Margin Improvement
DLPL reported highest ever quarterly revenue from non-COVID business. The company reported sequential improvement in bottom-line. Price competition...
Metropolis Healthcare (METROHL IN): Adani & Apollo Eyeing Majority Stake? Could Outperform Dr Lal
Metropolis Healthcare has been widely discussed as a potential M&A target and multiple potential suitors seem to be interested. This could act as a...
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