Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Dr Lal PathLabs (DLPL IN): Losing Path Amid Competition; Non-COVID Growth Underwhelming

Dr Lal PathLabs (DLPL IN): Strong Trajectory in Non-COVID Business; Positive Industry Outlook

Dr Lal PathLabs Ltd (DLPL IN): Poised for Next Level of Growth Amid Easing Price Competition

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/dr-lal-pathlabs-ltd" target="_blank" data-smartkarma-citation="entities:26927:1" rel="noopener">Dr Lal PathLabs Ltd (DLPL IN)</a> reported 10% revenue growth in Q2, driven by volume. The bottomline surge of 18% has again outpaced revenue growth, resulting in margin expansion.</li>
<li>There has been a significant improvement in Suburban’s revenue growth rate at 12%, with EBITDA margin reaching 20%. The company maintained 10% revenue growth target for the current financial year.</li>
<li>The operating environment is becoming conducive. Competitive intensity in terms of predatory pricing, promotional offer, and cash burning to acquire customers, have come to an end.</li>
</ul>



Dr Lal PathLabs Ltd (DLPL IN) reported 10% revenue growth in Q2, driven by volume. The bottomline surge of 18% has again outpaced revenue growth, resulting in margin expansion.
There has been a significant improvement in Suburban’s revenue growth rate at 12%, with EBITDA margin reaching 20%. The company maintained 10% revenue growth target for the current financial year.
The operating environment is becoming conducive. Competitive intensity in terms of predatory pricing, promotional offer, and cash burning to acquire customers, have come to an end.


Dr Lal PathLabs Ltd (DLPL IN): Volume Driven Topline Growth and Margin Improvement Continued in Q2