'Buy' Medanta Shares Maintains Motilal Oswal; Target Of Rs 1,590

Over the years, Medanta has developed strong capabilities in managing complex and high-risk cases, reflected in a well-diversified revenue mix.  In FY25, the top five specialties, cardiac/oncology/ gastro/ neuro/renal collectively, contributed over 66% of healthcare services revenue. .NDTV Profit’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 NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.Medanta owner Global Health Ltd. has been making inroads into a new territory and establishing healthcare ecosystem in that territory. This is not only beneficial to patients (as they get enhanced healthcare services), but also enables Medanta to build a sustainable brand franchise in the long term.We expect a CAGR of 15%/18%/25% in revenue/Ebitda/PAT over FY25-27, largely driven by the number of patients being treated. The implementation of high-end technology and the optimization of case mix/payor mix should drive average revenue per occupied bed, reduce average length of stay, and thereby improve overall profitability for Medanta going forward. Further, the addition of beds at the existing sites and the construction at new sites provide pathway for sustainable bed addition-led growth over the next six-seven years. We value Medanta at 30x 12M forward EV/Ebitda to arrive at our target price of Rs 1,590. Maintain Buy..Click on the attachment to read the full report:.Tax Tweak Could Deliver Margin Bonanza For Indraprastha Gas, Says Motilal Oswal Maintaining 'Buy'.DISCLAIMERThis report is authored by an external party. NDTV Profit 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 NDTV Profit. .Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

'Buy' Medanta Shares Maintains Motilal Oswal; Target Of Rs 1,590

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