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.

Global Health (MEDANTA IN): Solid 3Q and 9M Results; Continued Expansion to Drive Growth

Global Health (MEDANTA IN): Record High Quarterly Revenue in Q1; New Hospital Plan Announced

Equity Bottom-Up

Global Health (Medanta) / Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/global-health-medanta" target="_blank" data-smartkarma-citation="entities:34649:1" rel="noopener">Global Health (Medanta) (MEDANTA IN)</a> reported double-digit growth in revenue in Q1FY25, while sluggish developing hospitals was a drag on the margins.</li>
<li>The company plans to add 1,000–1,500 beds in next 2–3 years, with most of the planned bed addition being at greenfield projects entailing higher capex per bed.</li>
<li>Medanta does offer synergy as a possible takeover candidate for a leading hospital operator.</li>
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Global Health (Medanta) (MEDANTA IN) reported double-digit growth in revenue in Q1FY25, while sluggish developing hospitals was a drag on the margins.
The company plans to add 1,000–1,500 beds in next 2–3 years, with most of the planned bed addition being at greenfield projects entailing higher capex per bed.
Medanta does offer synergy as a possible takeover candidate for a leading hospital operator.


Krishna Institute of Medical Sciences (KIMS IN)

Global Health (MEDANTA IN): Margins Pressure To Continue; Possible Takeover Bid In Future