Stockrabit · Analysts
Questions across 8 calls

Karan Vora

Goldman Sachs

Max Healthcare Institute Limited

Fortis Healthcare Limited

Apollo Hospitals Enterprise Limited

Apollo Hospitals Enterprise Limited CC-Feb25.pdf · 2026-02-11
Thank you for taking my question. My first question is with respect to the bed expansion. So I think we have mentioned other than Gurgaon, all the other greenfields or the larger units will come up by Q1. But just wanted to get a sense on like how many beds will be operationalized in Q1? And how will the ramp up look like? I guess you will not operationalize all the beds, right? So at a hospital level, how the ramp-up could look like over the next 6 to 9 months or even 1 year, that will be helpful for each hospital.
By Q1?

Krishna Institute of Medical Sciences Limited

Krishna Institute of Medical Sciences Limited CC-Feb26.pdf · 2026-02-09
So my first question is an extension of previous participant's question with respect to top 5 insurer empanelment. So can you highlight how many of the top 5 have been empanelled for Kerala cluster? And what's the progress on Bangalore? I know it's early days for Bangalore, but still just getting some sense. And what are the targets of reaching those top 5 insurer empanelment if they have not already been for Kerala?
Okay. Got it. And Kollam, how many are already on board?

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Aug25.pdf · 2025-07-31
Yes, thank you for taking my question. My first question is with respect to Suburban. While we have been one of the best-run diagnostic companies, for a long time now. Like for Suburban, we have not been able to work it out like probably the way we would have wanted when we had acquired the asset. Any color if you could provide on what are the things where we have struggled or what went wrong and what were the learnings from it , would help? And also a sub-part to that is this IT restack, which we are doing on Suburban , a ny particular reason we are doing it right now v/s. say do it when we acquired or immediately after we acquired it, that is my first question.
Got it. And is this the last step or, post which all the measures like conversion of own centers to franchisee centers and all the other things are done and we should start seeing recovery , would that be a fair understanding , like maybe after a quarter or two?
Dr. Lal Path Labs Ltd. CC-Dec24.pdf · 2025-01-30
My first question is with respect to the patient service centers and lab ratio. So, when we mentioned that we are trying to improve productivity and efficiencies, what are the metrics we kind of look at , do we look at revenue per lab or revenue per patient service center or patient service center per lab, which are the right metrics, and what is the ideal metric you would like to have like over a medium term?
Right, now I think our patient service center to lab ratio is around 20-21x. What is the ideal number you would look at and is it different between a Tier-1 and say a Tier-2 or Tier-3 city?

Syngene International Limited

Syngene International Limited CC-Sep24.pdf · 2024-10-24
I hope I'm audible. So my first question is with -- needed one clarity with respect a statement, which we have made in the press release saying the second qu arter was underpinned by positive signs of recovery in Discovery Services business. So does that imply a growth on a Y- o-Y basis as well? Or is it only referring to a sequential recovery? So that is first my first question.
Okay. And for -- on a full year basis, is it fair to assume that our Discovery Services business growth will be faster than CDMO services growth? So that's my question. T hat's all my questions.