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
After a strong performance in Q2 FY23, our hospitals universe is expected to witness a sequentially flattish quarter. This would be on account of lower possible elective surgeries as the quarter was festival driven with both Dussehra and Diwali taking place in the same quarter.
However, emergency procedures momentum could have maintained the same trajectory as Q2 FY23. Similarly, international patient mix is expected to improve sequentially and is expected to touch/ surpass pre-Covid levels.
The sector, barring seasonality aspect in Q3, remains in good shape with focus on remunerative payer mix and case mix, higher emphasis on tele-medicine, digital app based drives for treating patients at remote locations and incremental homecare treatments.
Hospitals are expected to maintain capacity expansion drive via brownfield expansions and are expected to divulge more details about a new greenfield capex cycle.
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.