BQ Prime's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer BQ Prime's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
ICICI Direct Report
Post the Omicron led disturbances in Q4 FY22, hospitals are structurally well placed with expectations of a normal Q1 FY23 to be driven by higher inpatient volume and, thus, higher In-patient conversion.
One important lever could be the incremental elective surgeries, which were optically postponed in Q4 amid rapid spread of Omicron wave.
International patient mix is expected to improve sequentially although various management commentaries have indicated it to be below pre-Covid level.
Amid optical initiatives like tele-consultation, digital app based drives for treating patients at remote locations, zoning of patients besides higher focus on insurance/out of pocket payees, we expect the hospitals universe to maintain Q3 FY22 momentum, if not surpass it.
Click on the attachment to read the full report:
DISCLAIMER
This report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.
Essential Business Intelligence, Sharp Market Insights, Practical Personal Finance Advice, Daily Fuel, Gold and Silver Prices and Latest Stories — On NDTV Profit.