Stockrabit · Analysts
Questions across 6 calls

Jainil Shah

JM Financial

Dr. Reddy's Laboratories Limited

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Sep23.pdf · 2023-11-02
My first question is about the competitive intensity. So, is there some more room for improvement in the current scenario? And can you throw some more light on what trends we are seeing? And especially how is the competitive scenario from hospitals in the Northern region? Also, if you can talk about the scope for further price hikes over the next two to three years?
Just coming back on the competitive intensity side. So, which particular segment is hurting us the most? And what would be the current share of revenue from aggregators to our total top-line?

Vijaya Diagnostic Centre Limited

Global Health Limited

Global Health Limited CC-Dec23.pdf · 2024-02-09
Hi. Thank you for the opportunity. Just trying to understand the developing hospital performance better. So we've reported 70 % occupancy and flatter sharp ups. Is it fair to assume tha t Patna's occupancy is somewhere around 60 % plus and its margins are, you know, have reached 20 % and above?
And we have reported, you know, margins of 25% plus over the last two quarters. So just want to know your thoughts. Is this sustainable? Are we planning any more price hikes next year? Because we have a few bed additions and we have Noida coming up. So just want to understand the trajectory going forward?
Global Health Limited CC-Sep23.pdf · 2023-11-10
Yes. Hi. Thank you for the opportunity. My question is on the capex. So like which other regions are we targeting now? We have announced Indore, we have announced DLF JV. So, which other regions are we planning to expand?
So, sir, can you specifically call out which cities are these and what would be the asset size that we would be looking at? And what kind of business model or rather how would we be financing it? So will it be a pure green field? Will it be in a partnership? What is the thought process there?