Stockrabit · Analysts
Questions across 1 call

Adrit Chaturvedi

Nomura India

Fortis Healthcare Limited

Fortis Healthcare Limited CC-Jun24.pdf · 2024-08-07
I would just like to understand the revenue mix on Agilus. So, you have (inaudible) roughly flat. So, I believe that tests per patient are sort of rising. So, less patients are coming, you're just selling more tests to them. And when I view that in the revenue mix, where wellness testing, that's essentially bundled, that's gone up 2% share. And I believe that, that's translating to a lesser realization per test, because you're charging lesser for the individual test in the bundle than you would if you would sell them separately. So, since there is sort of a drive to increase wellness share, shall we come to expect that as you grow this product mix, realizations per test would sort of not increase? Or would you look to offset that by more specialized testing?
So, like the targeted increase will not have an impact. And so the specialized bit, so we have not been able to increase a lot of the share there. However, that is a priority. So, could we come to expect that as wellness share increases and you reduce the discounts there and any ancillary products and specialized keeps increasing, could there be like a guidance on how realizations per test would move? Because you're suggesting that they would significantly improve.