I just wanted to confirm the FY27 revenue guidance that you mentioned, sir, is it early to mid-teens?
Great. So that suggests that the volume growth that we have delivered in the current quarter seems to be sustainable for the entire year. Is there any particular geography or channel which is sort of disproportionately contributing to this growth, your thoughts and some more colo ur on this. I am guessing you are growing faster than industry here?
Thank you for the opportunity. Sir, my first question is on margins. I think generally, we see a dip in margins in the current quarter, and we had previously indicated that H2 margins would also be lower than H1 owing to network investments and other expansion projects. Are the current mar gins, I am talking about 9 -month ended margins, sustainable at around 29% going forward?
Got it. Going forward, the margin trajectory would remain firmly around this 28% is what I am trying to understand despite us passing on those GST-related benefits, et cetera, and all that stuff.
Hi. Thank you for the opportunity. First question is on trajectory revenue growth despite a muted season and if I may call it, an unfavorable base, we have continued to grow in double- digits. Would you want to throw some light around how we have been able to achieve it? Is it like a particular region that has grown outpaced or has the growth been broad-based or any strategy that we followed, which could help us sort of sustain this momentum despite an unfavorable base?
Any plans to take price hikes this year? I am assuming it will be almost 2 years by the end of this calendar year that you have taken any price hike. Any plans to take any price hikes in the current year?
My first question is on network expansion. Is the target of adding 15 to 20 labs in the current year more back ended in nature? How many labs have we added in H1.
The reason why this is we have only incurred a CAPEX of about Rs. 10 crore in H1 if I am not mistaken. So, would that mean that our CAPEX numbers would be materially lower than what we had incurred last year?
So, considering in the last quarter, we have seen some upward pricing action from online players as well as other national chains. Do you believe that our volume growth is a result of this pricing action since you have not taken any hikes and follow- up on that would be then could these be our sustainable volumes considering that we are not looking to take a price hike in the next few quarters?
Got it. And another question on competitive intensity, Dr. Om, if I may. So , considering that one of the other listed regional chain is getting very aggressive in Pune. How do we aim to protect or expand our market share or suburban's market share in the Pune region? Are there any thoughts around this? Any strategy?
Many congratulations on the strong quarter. First question is on the Hyderabad region. Like you -- I think ma'am alluded that PH or Pune region has grown by 8%. Could you quantify the growth in the Hyderabad market on a Y-on-Y basis?
Got it. And if I'm not mistaken, we have not added any hub centers in Hyderabad in the current -- or in the last two or three quarters. So this is purely organic as in like -for-like growth in the region?
A few clarifications in the net debt number that you have mentioned, does that include all the payments made to our partners for bringing down the minority stake to 9%?
So that's exactly what I wanted to understand. There are no payments due to get that minority stake to 9%, which have not already been paid?
The first question is on Thane. Why would the losses increase on a Q-on-Q basis despite the spurt in revenues? Have we opened new beds here because you mentioned that there's no change in Maharashtra cluster beds?
Okay. In that sense, if I add up the losses in the revenue of the Thane cluster in Q2, would that give some sense about the fixed cost for this hospital?
First question, was while you have suggested the time lines of breakeven for the Bangalore units, would it be possible to guide or quantify the losses that we could expect in the coming quarter or any period as such till these units breakeven? Also a follow-up on that is, Rajahmundry, I think in the last call, if -- we mentioned that we're expecting it to break in within 12 to 15 months, but I think we are on track to breakeven within two quarters. So any particular reason that we would want to call out or any change that we have seen that has happened versus our earlier expectations which has led to this strong performance in that unit?
Got it. Would you be able to quantify the losses or guide towards what kind of losses can we build in for the Bangalore units in the upcoming quarters?
Great. Sir, any reason that you would want to call out for the different gross margins in the current quarter? I believe this quarter would have lower surgical mix.
No, I was trying to look at it, sir, on a Y-o-Y basis as well, we've seen a gross margin decline of almost 80 bps. And I thought considering that there are more medical cases in this, there should not be any reason for gross margins to sort of dip.